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Services and Solutions


Access to prime financial products, leading market intelligence and the benefits of a global reach

We recognise that your wealth management needs are increasingly sophisticated. Whether you are building your wealth, growing your company, or transitioning your assets to the next generation, you want a trusted financial institution that grows with you. With Julius Baer’s global expertise in wealth management of nearly 130 years, we provide you access to our solutions, alongside SCB’s onshore capabilities to meet your needs.

As a hallmark of our offering, we provide best-in-class advice and access to global investment solutions based on an open product platform. With Julius Baer’s solid international experience and SCB’s strong understanding of local markets, we are committed to a highly personalised and holistic approach to managing your onshore and offshore wealth management objectives.

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

WEALTH PLANNING

The products and services offered depend on the domicile of the client and the legal entity of the relevant product or service provider.