Standard financing solutions do not always provide the scope to address more sophisticated financing requirements. These can arise, for example, when a short-term investment opportunity presents itself, or if you are looking to protect the value of your investments, or to hedge your investment exposure. 

Our approach 

Julius Baer understands such needs and has many years of experience in developing individual financing solutions. 

For us, an ‘individual solution’ means first and foremost understanding your motivation and your objectives. It also involves conducting an in-depth analysis of your underlying assets and assessing all of the considerations that could be relevant to your situation. Once we have this information, we use a broad spectrum of asset classes to design a structure that is collateralised by financial assets. We do this in a way that is time-to-market, flexible, and agile. 

Global reach 

Our experienced team has versatile structuring skills and a broad range of expertise. They would be delighted to work with you to find the bespoke lending solution that is right for you. 

Our services: 

Julius Baer’s Bespoke Lending Solutions experts specialise in structured Lombard, for example, offering: 

  • Securities-backed financing  
  • Derivatives-based solutions  
  • Multi-asset secured lending  

The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.

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