Julius Baer walks away with the global award for best for discretionary portfolio management (DPM) for the second year in a row. The Swiss pure-play private bank is a veteran at DPM, the process by which firms manage money on a client’s behalf.
This is a key facet of what private banks do. As a rule, the higher the share of investable wealth a client puts to work via a DPM offering, the more trust the individual places in that institution.
Access this research
Enter your work email address to sign in or check whether your organisation already has access to Euromoney.
