Julius Baer Global India Proposition
We live in a limitless world, one in which opportunity and value creation are not hindered by geography. The efficient cross border flow of intellectual and financial capital is creating diverse opportunities to both preserve and grow your wealth. Our Global India proposition is inspired by our purpose of ‘creating value beyond wealth’ for our clients. Our team of relationship managers (RMs) have local expertise and a global network to help you grow, protect and pass on your wealth to the next generation, as well as help you realise objectives that go beyond wealth.
For over 130 years, we have been focusing on one thing: helping people achieve their financial goals. As a global wealth manager, we understand your needs, and take the long view when it comes to your assets. Whether you’re starting a company, planning for your retirement, or want to ensure your loved ones will be taken care of in the future; our experts will help find the solution that is right for you.
Asia is Julius Baer’s second home market and we are one of the largest and key wealth management providers in the region as well as the largest foreign wealth manager in India.
Our Asia footprint covers major cities in the region including booking centres in Hong Kong and Singapore, offices in Shanghai, Mumbai and other key cities in India as well as joint ventures with Siam Commercial Bank in Thailand and Nomura in Japan.
We understand the needs of high and ultra-high net worth individuals in the region and are well positioned to serve them and their families for the long term.