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Julius Baer Global Custody: Smoothing your way

We offer our custodian services for the worldwide execution of your exchange business with a wide range of services and custom-tailored solutions as well as administration and safekeeping of your securities. As a client of Julius Baer, you also profit from our excellent network of contacts with carefully selected sub-custodians and clearing houses. An overview of our custodian services:

Custodian service: Your central safe custody account

When you choose Bank Julius Baer as your central custodian, you set up a single global safe custody account for all your financial assets, independent of the corresponding wealth manager. This centralization brings you several key advantages:

Custodian service: Service modules

  • Reduction of administrative control procedures

  • Lower administrative costs

  • Standard reporting across all financial assets

  • Flexibility in the selection of external wealth managers

  • The excellent, personalized advisory service at Julius Baer

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Custodian service: Reporting

Julius Baer offers custom-tailored reporting. You receive reports and securities accounting online or through the mail, configured according to your specific requirements and as often as you like. At your request, Julius Baer can prepare special reports and analyses dealing with compliance checks.

Custodian service: Tools

Julius Baer offers tools with which you can place orders and have access to your portfolio at any time. For example, with Baer® Online, you get personal access to account and custody account data over the internet, and Baer Link allows the quick and easy transmission of electronic orders.

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Do you have any questions about global custody?

Your relationship manager at Julius Baer will be happy to provide you detailed information and answer any questions you might have concerning global custodian services with Julius Baer.

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