|
mandates
custodian services
securities trading
forex trading
comprehensive solutions for private clients:
personalised counselling of private clients in all aspects of asset management
investment counselling
wealth & tax planning:
real estate, tax and trust specialists fashion tailor-made solutions for transferring wealth from one generation to another as well as for tax optimisation
wealth engineering:
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
corporate finance:
corporate finance specialists assist entrepreneurs and executives with integrated, independent advice at every stage in their company’s development
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
securities and foreign exchange trading:
Julius Baer’s foreign exchange division is one of the world’s leading currency and cross-currency dealers and gives clients unequalled access to market liquidity.
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
comprehensive solutions for institutional clients:
Within the Julius Baer and GAM product lines from Julius Baer you will find a comprehensive offer, covering all major asset classes and strategies in the form of traditional and alternative investment products.
Whether as high-quality components of a diversified portfolio, or portfolio structures developed especially for the sophisticated investor, we invite you to benefit from the expertise of our major international research capacity, plus access to our leading-edge portfolio management infrastructure. As an acitve market participant, Julius Baer handles all transactions on a best-execution basis |
