Private labelling (also known as white labelling) comprises customised fund-based investment solutions that Julius Baer supplies on a contractual basis for interested banks, insurance companies or companies from the asset management sector.
Our products and services
Customised investment funds
We believe it is particularly important to work together with you to develop innovative concepts, enabling you to
- position and present yourself as a fund industry provider
- stand out as a pensions industry provider with appropriate, professional fund-based solutions.
Benefits of private label funds
To enable you to have optimum benefit from private label funds, we will work together with you to develop products that
- are tailored to your client segments
- are of the appropriate legal form
- arrive on the market at just the right time.
Individual requirements
We start by looking at your individual needs, in order to devise the solution that is optimal for you. For instance:
- an investment fund product
- complete asset management through investment funds
- derivative fund solutions.
Marketing - investment policy - investment counselling
As our client, you obtain exclusive marketing rights and the rights to the name of your products (private label, white label). You determine the investment, distribution and pricing policy. You decide who is responsible for providing investment counseling in relation to the products.
Legal structure, administration, controlling and reporting
Julius Baer is there to help, even after your products have been launched on the market. For example, we can handle administrative responsibilities (together with our partners in Luxembourg), legal support, monitoring, reporting and custodian bank duties. If you wish, we can also provide investment counselling.
The benefits for you
As our private label client, you will benefit directly from our comprehensive specialist expertise, but also from the Julius Baer Group's strong brand and the excellent reputation that the company enjoys on all the leading financial markets.
Whatever solution you choose: Julius Baer is your competent, reliable partner - and we are there to help.
References
Julius Baer has already created more than 100 private label funds on behalf of institutional clients. Our clients include international financial institutions, insurance and management companies, in addition to institutional asset managers. On request, we would be glad to supply you with client references.
Further information
If you would like some advice on how to use private label funds to your advantage, please do not hesitate to call or write to us.
Zurich (Head office)
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Thomas van Ditzhuyzen
+41 (0) 58 888 70 16
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Adrian Wipf
+41 (0) 58 888 66 33
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Martin Peter
+41 (0) 58 888 66 09
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You will find additional information on our investment funds website: