With a Special Mandate or a Theme Mandate, you delegate your investment decisions to Julius Baer. Your assets are invested using the bank's latest investment policy, either according to your individual needs or with a focus on a particular investment theme. Our professional portfolio management services are underpinned by a systematic investment process with constant risk control.
A Special Mandate observes investment restrictions requested by you. These may relate to asset classes, geographical criteria, certain sectors or the properties of particular investment instruments.
Once we have established your needs, we produce a customised investment strategy, reflecting your desired weighting of particular assets and your other personal preferences. The minimum investment for a special mandate is CHF 2,500,000 (or the equivalent in another currency).
A Theme Mandate focuses on a particular investment theme or a special investment style. This type of mandate is especially suited for discerning individual investors looking for a targeted enhancement to their portfolio. For example, we offer global equity mandates managed with a value style, or tailored to especially benefit from the growth opportunities in emerging markets.
The range is constantly being expanded to meet the latest needs of the market. Depending on their emphasis, Theme Mandates have differing minimum investment amounts. The minimum investment for an equity-based Theme Mandate is CHF 2,500,000 (or the equivalent in another currency).
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Would you like more information, or can we assist you personally? Talk to your Julius Baer relationship manager. We look forward to hearing from you.