Services for independent asset managers

Products & Services

Our range of products and services for Independent Asset Managers include 

• traditional account and custody account services
• order execution 
• credit facilities (mortgages, collateral loans, guarantees)
• investment advisory
• direct access trading

For the more-sophisticated needs of your clients, our range of tailor-made products and services includes:

• life cycle advisory (tax advice, trusts, foundations, insurance and retirement plans)
• wealth engineering (client-specific integrated solutions, individual asset allocation and portfolio optimisation)
• delegated portfolio management and portfolio advisory
• individual solutions (private label funds, structured trust products)
• client-specific reporting
• tailor-made IT solutions

Booking Centres & Business support

Julius Baer can offer booking centres in its home market in Switzerland and in the world's three main time zones – Singapore for Asia-Pacific, Guernsey for Europe and Nassau for America.

In addition, we strive to ensure that your business is kept informed of changes in the relevant laws and regulations and, to this end, we regularly organise seminars on current issues.

In summary, Julius Baer offers you

• teams of professionals with broad experience in banking / financial markets, dedicated solely to cater for the needs of independant asset managers
• best-in-class wealth management products and services
• access to a brand that inspires trust, quality, continuity, privacy, performance and innovation
• respect as our client and partner
• commitment to deliver with care, passion and excellence anywhere and anytime

Julius Baer accommodates your needs via dedicated desks in Zurich, Geneva, Lugano, Basle and Berne, as well as in Singapore, Nassau and Guernsey.