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Comprehensive solutions for Private Clients
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Personalised counselling of private clients in all aspects of asset management has always been Julius Baer's most important field of business. Our vast experience and well-trained staff provide us with a decisive advantage in private banking that benefits our clients all over the world.
In addition to ongoing investment counselling, we offer our private clients a comprehensive range of financial services. We have a well-established global presence with over 30 locations in 20 countries. To implement our expansion strategy, we will increase our presence not only in our home market of Switzerland, but also in the growth markets of the Middle and Far East, Latin America and Central and Eastern Europe. This will further enable us to better serve our clients on-site.
Private Banking
Client relationships are based on integrity, trust, discretion and high-quality services. In Private Banking we constantly strive to personify these qualities for the benefit of both parties in terms of success and performance.
Our services for private clients include the following areas:
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Wealth & tax planning
Wealth & Tax Planning is an integral part of Julius Baer’s overall wealth management strategy. It is about planning together for the future, optimising the performance and security of your assets, and maximising peace of mind. |
Wealth engineering
Our Wealth Engineering team comprises specialists from various disciplines and offers personalised investment strategies and financing concepts which are based on an overall view of a client's specific preferences. |
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Structured products
As an issuer of structured products Julius Baer boasts many years of experience and top credit quality. Structured products can be designed to match your individual risk/return profile.
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Investment funds
Julius Baer holds a solid position in the international investment funds business. Clients benefit from over 70 in-house investment funds, domiciled in Luxembourg, Switzerland, the Cayman Islands and the USA. |
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Research
Given the complexity of financial markets today, successfully navigating the investment business landscape would be impossible without effective, in depth research.Julius Baer can draw on the resources of our highly regarded research team that focuses on value-added market insight and decision making. |
Online services
As a private client of Julius Baer, you get access to the exclusive online service eBaer. This online service offers you free, secure internet access to data on your private and securities accounts. |
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