Independent Asset Managers & Advisors

Julius Baer’s noteworthy track-record and long history of providing independent asset managers and advisors, first-class wealth management solutions and investment advice has helped the bank establish an enviable reputation. As one of the pioneers in the field of intermediary advisory, Julius Baer has established itself firmly as the partner-of-choice for external asset managers, family offices and professional intermediaries.

Julius Baer is committed to providing you with a bespoke platform in the most effective way possible to address your needs. Our flexible product platform and service offering ranges from tailor made portfolio management and investment advisory to Asian expertise available during European and Asian office hours.

An important milestone in our corporate history was the official opening of the Bank’s Singapore location in 2006. Since then, we have continued to extend our in-depth Asian service offering and insightful knowledge of financial markets to our local and international partners and clients. Through our global reach and local focus, we endeavor to extend our corporate values of 'Care', 'Passion' and 'Excellence'.

Our service offering

Julius Baer provides external asset managers and advisors an exclusive platform to access:

• Classic services such as account management and custody services

• Order execution, including 24 hour FX, 12 Asian Equity and Fixed Income markets

• Credit and loans such as lombard credits, guarantees and mortgages

• Asian investment advice and access to specialised Asian funds

• Bespoke reporting solutions including comprehensive stamp duty reports

• E-banking access

• In-depth wealth and tax planning solutions

• Dedicated team of relationship managers covering both Asian and European office hours