Customised Mandate Solutions
In the event that our comprehensive range of mandates and combined mandate solutions do not fully meet your needs, we can still find an optimal solution for you. Our investment specialists will develop a customised mandate solution, which takes into account your risk tolerance and investment objectives.
You choose how to invest
Customised mandate solutions are designed and managed according to your specifications. For example, they allow you to specify asset classes or markets in which you do not wish to invest your capital.
Customised Mandate Solutions at a glance
Integrated customised mandate solutions based on the investment criteria and quality standards of Bank Julius Baer
Allocation adjustments of investments customised exactly to individual needs
Active and dynamic management of investments
Supplemented by promising long-term investment themes
Additional information
Do you have any questions regarding our Discretionary Mandates and the various combined mandate solutions? Your relationship manager will be happy to provide you with further information and per-sonal support in all of your financial matters.
Please contact us