Your Investment Advisory Mandate – Perfectly tailored to your needs
Direct Investment Advisory Mandate
A Julius Baer investment advisor is always at your side, acting as a trusted person to whom you can turn with any investment questions.
Indirect Investment Advisory Mandate: Your relationship manager at Julius Baer is your sole contact and takes over communications with the investment advisor.We evaluate your portfolio risks at the beginning of the advisory service and then perform a follow up every six months. Where appropriate, you receive individual recommendations to adjust your portfolio.
In addition, you receive ad hoc information about the immediate risks within your portfolio and in the financial markets. Furthermore, you have access to the very best investment ideas, which are identified every week by our worldwide network of more than 50 investment advisory experts.
As your goals and requirements can change, we continually implement your wishes with suitable investments.
You make the final investment decisions yourself.
Would you prefer to delegate investment decisions to the experts?
With a Discretionary Mandate at Julius Baer, you can delegate the daily management of your assets to our investment specialists. We manage your portfolio coherently and actively according to your investment preferences and risk tolerance.
Further information
If you have any questions regarding our Investment Advisory Mandates or our publications, please contact your relationship manager who will be glad to provide you with further information.
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