The service model that suits you best
(i) Discretionary Mandate, (ii) Investment Advisory Mandate and (iii) Investment Services. Your relationship manager will discuss your needs, your investment preferences, knowledge and behaviour; and work with you in deciding on the service model that suits you best.
The expertise to put your strategy into action and your mind at ease
For clients that are too busy to monitor the markets, or prefer a more hands-off approach, you may opt to delegate your investment decisions to Julius Baer through the Discretionary Mandate. The specialists at Julius Baer take an active role in managing your portfolio and are supported by a systematic investment process with continual risk control as well as in-house research.
Prefer to make your own investment decisions?
If you would prefer custom-tailored investment advice but at the same time, want to make investment decisions yourself, then select the Investment Advisory Mandate. We will support you with analysis and sound research, monitor your portfolio and keep you continually informed of the latest developments in changing market conditions.
Alternatively, you may opt for the Investment Services model where we will support you with investment advice based on an open product architecture.
Services offered vary depending on the jurisdiction of the Julius Baer entity and the domicile of clients