Provider profile
Julius Baer
Global private bank / pure wealth manager
Global private bank describing banking, investing, financing and wealth-planning specialists.
Profile summary
- Provider model
- Global private bank
- Primary audience
- Clients who want banking, investing, financing and wealth planning in one private-bank relationship
- Eligibility
- Depends on residence
Coverage
Why WiT Access covers this provider
WiT Access includes Julius Baer in its private banking comparison because global private bank describing banking, investing, financing and wealth-planning specialists. It is set beside other providers on service model, client focus and cross-border scope.
At a glance
- Provider type
- Global private bank
- Primary service
- Private banking
- Client type
- Clients who want banking, investing, financing and wealth planning in one private-bank relationship
- Featured service areas
- Private banking
- Official website
- www.juliusbaer.com/en/intermediaries/intermediaries-our-solutions
Profile
Julius Baer is listed as a global private bank / pure wealth manager. Global private bank describing banking, investing, financing and wealth-planning specialists. Global private bank.
Yes. Portfolio management, funds, structured products, private markets, discretionary mandates and research. Banking and trading capabilities include global network access. Exact account currencies vary. Yes. Lombard lending, guarantees and real-estate financing are cited. Yes. Custodian, transaction settlement and execution are described under the external-asset-manager framework. Not publicly stated.
Wealth planning includes relocation, retirement, succession, financial planning and philanthropy. International network with banking, investing, financing and wealth-planning specialists. International network with banking, investing, financing and wealth-planning specialists.
Eligibility, booking location and service availability vary by jurisdiction and regulated entity.
Julius Baer appears in Private banking: Compare relationship banking, currencies, lending and wealth services for internationally mobile clients.
Who it may be relevant to
- May be relevant to clients who want banking, investing, financing and wealth planning in one private-bank relationship.
How the service works
- Availability
- International network with banking, investing, financing and wealth-planning specialists.
International considerations
- Residence
- International network with banking, investing, financing and wealth-planning specialists.
- Moving country
- Eligibility, booking location and service availability vary by jurisdiction and regulated entity.
- Currency
- Banking and trading capabilities include global network access. Exact account currencies vary.
Notable characteristics
- Global private bank
- Recorded audience: Clients who want banking, investing, financing and wealth planning in one private-bank relationship
Points to consider
- Banking and trading capabilities include global network access. Exact account currencies vary
- Eligibility, booking location and service availability vary by jurisdiction and regulated entity
Questions to confirm
- Which countries and client residences can this provider serve?
- Which legal entity would hold the account, custody or advice relationship?
- Are minimum balances or investment amounts required?
- How does a later move affect access, reporting or the mandate?
- What fees apply, and which of them are published?
Comparisons
Featured across WiT Access
Service area
Private banking
Compare relationship banking, currencies, lending and wealth services for internationally mobile clients.
View comparison
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Related guides and tools
Review a wealth manager before a move
What to ask a wealth firm before changing country.
Cross-border investment
Investment arrangements compared for clients with ties in more than one country.
Pensions and moving abroad
Pension questions that arise after a move.
Sources and review
- Official website
- www.juliusbaer.com/en/intermediaries
- www.juliusbaer.com/en/intermediaries/service-models
- Private banking comparison
This profile is based on public provider information reviewed by WiT Access. Product availability, fees, eligibility and regulatory arrangements can change.
WiT Access provides general information and comparison resources. This profile is not a personal recommendation or suitability assessment. Availability, pricing, eligibility and regulatory arrangements should be confirmed directly with the provider.