Julius Baer has an excellent reputation in institutional asset management. Our expertise comprises the management of traditional as well as non-traditional asset classes.
Individual risk/return profile
The investment plan for the mandate is elaborated in close cooperation with you, and centered on your individual risk/return profile. This creates the basis for a longstanding client relationship - one that is founded on trust.
Reporting
Included in our service is the provision of regular and individually tailored reports to clients on the investment returns achieved in the respective quarter. Our bank also offers a report compiled in conjunction with external custodian banks and incorporating booking services and portfolio analysis.
For questions on the ongoing management and performance of individual portfolios, you can count on the support of your relationship manager as well as the portfolio managers at any time.
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