Your Investment Service Mandate – Systematic monitoring of risks in the context of your portfolio
The Investment Service Mandate supports you in particular with risk monitoring. It gives you full freedom in making selections and at the same time we always back you up with analyses and advice.
An experienced investment advisor analyses your investment portfolio at the start of the advisory service and annually thereafter, thus ensuring your investment goals and risk profile remain aligned.
We inform you promptly about risks that arise in your portfolio and about developments in the financial markets.
You receive tailored suggestions to adjust your portfolio with investment solutions from the open product range at Julius Baer.
All communications between you and Bank Julius Baer take place through your relationship manager.
Fees remain low thanks to our efficient process management and the passive orientation of this comprehensive service.
You make your own investment decisions and retain flexibility.
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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