Investment Advisory

Investment advisory

All of Julius Baer's investment expertise at your fingertips.

Why opt for advisory services?

Control

Maintain full control of your investment decisions and get strategic and tactical advice to meet your individual needs.

Dedicated specialist

Gain access to customised investment advice from your dedicated investment advisor.

Portfolio monitoring & Research expertise

Benefit from regular portfolio monitoring and research expertise through our specialised publications.

How does it work?

Our first priority is to understand your needs and goals, including your risk profile and explore investment themes you could be interested in.

Define with your relationship manager the frequency of interaction you wish to have.

Your relationship manager or investment advisor will begin actively supporting you with customised investment ideas tailored to your portfolio, giving you the flexibility to implement any investment idea of choice.

What sets us apart

Holistic views

Investment advisors and relationship managers who truly understand your financial situation and objectives.

Access and flexibility

Our open architecture allows you to gain access to industries with high barriers to entry, while letting you retain flexibility to implement investment ideas of your choice.

Global presence and expertise

Benefit from tailored advice from a dedicated investment advisor, and expert advice from over 100 product specialists, research, and financial professionals.

Explore our solutions

Discretionary mandates

Focus on the big picture and leave your day-to-day investment decisions in the hands of trusted financial professionals.

Wealth planning

Planning for the future is essential. A holistic financial plan ensures you are prepared for whatever comes your way.

Additional services

Beyond investing, financing, and planning, our relationship managers provide a comprehensive suite of wealth management services tailored to your needs.