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Philosophy & Commitment

Julius Baer’s partnerships with family offices & intermediaries are built on strong roots and long-standing traditions. The passion and dedication of providing services to clients continues to be the essence of our business and reflects our commitment to you. We believe that lasting partnerships are an integral feature of our business and we look forward to sharing our commitment to excellence with you.

Julius Baer as partner of choice

As one of the leading service providers for international family offices and professional intermediaries, our aim at Julius Baer is to provide top-end wealth management services. We focus on developing mutually beneficial relationships so that clients enjoy the best possible wealth management solutions available.

With extensive experience and Asian expertise, our dedicated relationship managers assist you in accomplishing your challenging goals. For instance, our service offering includes a unique pan-regional perspective through the coverage of Asian and European financial markets.

Julius Baer’s products and services range from investment advisory and research, to alternative investment, trusts and tailor made financial solutions. Our experience, comprehensive product portfolio and state-of-the-art technology, allow us to attend to your every need.

We create added value for you

At Julius Baer, we recognise that every individual is unique. For this reason, we listen very carefully before we jointly develop the best financial strategy for you to service your clients. We also endeavour to assist you in meeting the complex demands of clients, and provide you with access to our specialists spanning Asian and European office hours.

Combining our expertise to generate additional value

Combining our expertise to generate additional valueZoom
"If contact between people is based on trust and absolute integrity, then it is of benefit for both sides." - Julius Baer, 1857 - 1922

Are you interested in a partnership with Julius Baer?

We will be delighted to provide you with detailed information about our offering for Family Offices and Intermediaries.

Contact us today to build a partnership
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