Few manage to do discretionary portfolio management better than Julius Baer today. The largest pure-play private bank by assets under management has been busy during its latest strategic cycle, which runs for three years through 2025.
What sets the Swiss private bank apart from its peers over the years is getting the simple things right, from its proven track record in investment, to its global presence and expertise.
When it comes to DPM, Julius Baer distinguishes between five mandate types: globally diversified; regionally focused; asset class-specific; sustainability; and, finally, modular, which combines offerings from across the bank’s suite of offerings.
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