For institutional clients and private clients with similar requirements, Julius Baer offers access to a comprehensive and innovative array of investment products and services.
Our range of services
We offer you the expertise of our specialists in the following areas:
- Management of institutional portfolios in traditional and non-traditional asset classes
- In the form of mandates, institutional funds and publicly offered funds
- Development of innovative and competitive Julius Baer products under the Julius Baer name and, as one of the leading providers of private label funds, also on behalf of third parties
- Securities administration and safekeeping (Julius Baer Custodian Service)
- Worldwide execution of foreign exchange and stock exchange transactions
- Development of customised structured products along with distribution
Our specialists
In a financial markets environment that is becoming ever more complex, a motivated staff with a wide-ranging experience and outstanding specialist expertise ensure our clients' sophisticated requirements are met on a daily basis.