We are expert asset managers in traditional and non-traditional investments. At Julius Baer, you will find a comprehensive offer of innovative investment solutions covering all major asset classes and strategies.
Institutional investors
An investment solution that meets your needs could take the form of an institutional mandate, institutional investment fund or a publicly offered fund with an institutional share class.
Manager or advisor of a pension scheme
You will find investment solutions geared to the specific needs of pension schemes in the form of institutional mandates, institutional investment funds, publicly offered funds with an institutional share class or private label funds tailored to your individual requirements.
Our offer
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
Julius Baer represents:
- a leading and experienced asset manager
- a focused, systematic investment process that matches the high degree of efficiency and dynamism of the world's capital markets
- structured processes: efficient implementation together with rigorous risk and performance controls
- highly qualified staff who adhere to high professional and ethical standards
- a broad, innovative line-up of high-quality products and professional services
- customized solutions in the management of portfolios and development of products
- a client service concept that meets your needs
We’re here for you
Would you like to find out more about our publications? Talk to your Julius Baer relationship manager. He or she will be happy to help.