Does keeping on top of your investments eat up too much of your free time? And do you feel your investment performance would be better if your portfolio were managed by a professional? If you’re familiar with concerns such as these, our managed premium or managed exclusive offering could be an ideal option for you.
With our discretionary solutions, our dedicated experts manage your portfolio on your behalf, according to agreed-upon investment objectives, risk tolerance, guidelines, and a disciplined approach. Our range of discretionary mandates covers all major asset classes and styles.
How does it work?
In a first step, you explain to us your situation, personal and financial, and your objectives, requirements, and risk appetite. We then provide you with objective advice on the investment strategies which, based on our extensive portfolio engineering capabilities, correspond to your profile and objectives.
Once you have decided which strategy you want to move forward with, Julius Baer starts managing your assets and making investment decisions on your behalf.
Through portfolio monitoring and regular reviews, we make sure that your portfolio remains aligned with your chosen strategy, which you can change any time. We also provide you with regular reports so that you are always up to date on your portfolio performance.
The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.
Euromoney Private Banking Awards ‘Best for Discretionary Portfolio Management’
Julius Baer received several accolades at the 2024 Euromoney
Private Banking Awards, including Best for Discretionary Portfolio Management.
We typically distinguish between five mandate types: globally diversified, regionally focused, asset class-specific, modular (which combine offerings from across Julius Baer’s mandate landscape), and sustainability.
Our investment process combines top-down analysis by our Investment Committee (ie defining the asset allocation) and decision-making, with bottom-up portfolio management (ie our portfolio managers make individual investment decisions based on your chosen strategy/investment approach).
Our Investment Committee meets weekly as well as ad-hoc to assess markets and economic developments, asset class weightings, and any short-term opportunities. Tactical decisions are made based on the outcome of these assessments.
We offer tailored monthly and quarterly performance reports that you can access at any time.
By choosing one of our sustainability mandates, which consist of multi-asset-class and equity mandates. They primarily invest in high-quality companies that have an outstanding MSCI environmental, social, and governance (ESG) research rating and pursue the objective of generating long-term, risk-adjusted financial returns.
A team of dedicated portfolio managers is responsible for managing your portfolio. You have direct access to this team.