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.
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