Services and Solutions

SECURE YOUR WEALTH THROUGH
THE LONG-TERM WITH BESPOKE SOLUTIONS

Whether you wish to secure the financial future of your loved ones, or seek advice on succession, retirement or relocation, SCB Julius Baer’s dedicated Wealth Planning team can help you plan for tomorrow by taking action today. Our open product and service platform provides in-house and external expertise, enabling us to deliver tailored solutions to suit your circumstances.

OUR INVESTMENT APPROACH

Our investment beliefs drive our investment process. Our secular outlook and strategic asset allocation process guides us to help you achieve your long-term investment goals. Having a systematic approach to managing your returns and risk is important to us, to develop the best possible investment strategy to grow your wealth over the long-term.

WEALTH MANAGEMENT

• Discretionary MandatesFull delegation to benefit from the entire value chain of SCB Julius Baer’s investment approach
  Your time is precious, which is why you would like to transfer the responsibility of managing your assets to a trusted financial partner. At SCB Julius Baer, you benefit from our regular market and portfolio monitoring to adapt to evolving markets agilely, professional knowledge, a global network, and a broad range of transparent mandate solutions.

  

  GLOBALLY
  DIVERSIFIED

  You want exposure to all major asset classes

  • Invest in major asset classes: money market, bonds, equities, and alternative investments
  • Clear, simple, and long-term strategies
  • Assets actively managed with the Julius Baer investment approach

  

  REGIONALLY
  FOCUSED

  Invest your assets with a regional flavor

  • Concentration on investments relevant to specific regions
  • Mandates selecting traditional investments denominated in local currencies

  

  ASSET-CLASS
  SPECIFIC

  Ideal if you are in favour of a specific asset class

  • Invest in specific asset classes, such as fixed income, equities, or alternative investments
  • Depending on the mandate, this can mean investing predominantly in bonds or equities

  

  MODULAR

  
  Highly bespoke solutions, based on your specific needs and objectives

  • Implementation of your individual specifications for asset classes, regions, and sectors
  • Combined mandate solutions
• Funds and Alternative InvestmentsBest-in-class offering with access to top-quality managers (Private Equity Funds / Hedge Funds / Real Estate Funds)
  Providing you with access to high-quality funds through our open architecture and global reach of mainstream and boutique money managers. 
• Products and Securities RecommendationSupervision on investments with access to research content and solutions
• Structured ProductsComprehensive range of structures across asset classes
  With our award winning products which are widely recognised as a first-class investment choice, we possess an unlimited and distinct ability to match your preferences and needs with the suitable solutions.

  

  FORWARD
  THINKING

  We offer efficient and unique solutions to implement our forward-thinking approach, leveraging on our research capabilities and Next Generation thematic ideas

  

  EXTENSIVE
  

  
  Our powerful pricing capability and full access to external OTC providers sets us apart from other competitors

  We also offer you a large range of investment solutions with our extensive coverage of underlyings and palette of payoffs

  

  FLEXIBLE

  
  Our flexibility to tailor structures to specific client situations and needs if unparalleled in the market and is continuously put to the test with our private clients

• Tailored SolutionsPersonalised structuring based on individual investment context and views
  No matter how complex the demand, our capabilities to engineer holistic tailored solutions enable us to deliver.

  

  BESPOKE
  SOLUTIONS

  Our experienced team of specialists will find solutions to fit your investment goals and provide you with exclusive services from idea generation to trade execution and performance reporting.

  

  EXTENSIVE
  OFFERING

  We offer an extensive range of Over-the-Counter solutions and fund derivatives which are competitive for yield enhancement, financing and hedging strategies.

  

  SEAMLESS
  FLOW

  Our specialists work closely with trading experts and in-house and external professionals covering credit, legal, compliance and tax to ensure seamless implementation of investment solutions.

  

  GLOBAL
  COVERAGE

  Our global cross-asset class mandates cover UHNWI and Institutional clients in Asia, Latin America, Europe, Middle-East, and Africa.

  

  RISK
  MITIGATION

  We provide a sophisticated risk transfer and a comprehensive range of institutional structuring solutions that utilise Julius Baer’s balance sheet.

• TradeTrading and execution services
• Liquidity ManagementCash capabilities (Cash Management / Money Market / Yield Enhancement Solutions)

WEALTH PLANNING

• Preserving and Growing Your WealthHolistic, in-depth advice from experts and bespoke solutions for every stage of your life cycle
  Whether you wish to secure the financial future of your loved ones, or seek expertise on succession, retirement or relocation, SCB Julius Baer’s dedicated Wealth Planning team can help you plan for tomorrow by taking action today.

  

  TAILORED
  ADVICE

  Tailored, holistic wealth planning solutions aligned to your overall wealth management strategy

  

  BEST POSSIBLE,
  OBJECTIVE SOLUTIONS

  Open product and service platform that blends in-house and external expertise

  

  GLOBAL REACH,
  LOCAL PRESENCE

  Multilingual experts worldwide with local presence and global reach

  Benefit from our global network of in-house and third-party Wealth Planning specialists.