Wealth management at Julius Baer: It’s far more than the management of your wealth.

Our medium- to long-term managed portfolios are part of Julius Baer’s core offer. We provide you with a broad and extensive range of different types of mandate with a variety of characteristics, investment styles and vehicles, as well as reference currencies, all to match your investment preferences. In this way, your relationship manager can work with you to create an investment solution which is tailored to your individual requirements and your risk tolerance, and which you can then use as a basis for making your own investment decisions.

Your assets are in good hands with us.

Your assets are continuously managed and supervised by recognised experts. You will be informed according to your needs and regularly receive meaningful advice on the development of your assets and movements in the financial markets.

Bank Julius Baer was named the best Swiss bank in the 2011 'Fuchsbriefe' mistery test. In addition, we ranked third in the entire German-speaking region, again garnering a top place in the 'asset manager' category. One hundred banks and independent asset managers from Luxembourg, Germany, Austria, Switzerland and Liechtenstein were tested.