We put the 'private' into private banking
We know that to build a sustainable relationship with you, it is important to understand your emotional and financial needs. We also need to be able to see the world through your eyes to deliver quality investment advice uniquely customised for you.
Importantly, we strive to ensure that you clearly understand exactly what advice, investment solutions and services we are customising for you. We view having an open and honest relationship with you as critical – and the basis of building long-term trust.
Our value proposition
Booklet: Welcome to the leading Swiss private banking group
Convincing you with care, excellence and passion
Julius Baer’s holistic approach in advising our clients means we offer needs-based advice and customised, innovative investment solutions. Our experienced relationship managers serve our clients with care. To do this they listen and discover your needs. They also embrace excellence – to deliver investment performance and passion – to service proactively. To successfully fulfill their wealth management strategy and goals, clients can choose between three types of service models.
Your capital investments deserve first-class financial products and research backing
Consistent performance, high security, innovative solutions: Through an open-architecture platform coordinated with professional advice, you will be guided to select relevant and established private banking solutions.
A comprehensive range of services and solutions
Services offered vary depending on the jurisdiction of the Julius Baer entity and the domicile of the clients.