Julius Baer

Giuseppe Di Blasi is the CEO of Julius Baer. To contact Giuseppe Di Blasi email at [email protected], [email protected] or [email protected]. Or you may call +393401154807

The decision makers in Julius Baer are Akshay Mahajan, Chung Emily, Chung Pauline, etc. Click to Find Julius Baer decision makers emails.

Julius Baer specializes in comprehensive wealth management services tailored to meet the unique needs of high-net-worth individuals and families. Our offerings include investment advisory, private banking, structured products, and discretionary mandates. We also provide holistic advice that encompasses wealth planning, sustainable investing, and Lombard lending, ensuring that our clients' financial goals are met with a personalized approach.

At Julius Baer, we recognize the importance of sustainable investing and its impact on long-term financial performance. Our sustainable investment strategies focus on integrating environmental, social, and governance (ESG) criteria into the investment process. We offer a range of sustainable investment products and solutions, allowing clients to align their portfolios with their values while pursuing attractive returns.

To access our investment advisory services, clients typically start with an initial consultation to discuss their financial goals, risk tolerance, and investment preferences. Our experienced advisors then develop a tailored investment strategy that aligns with these objectives. We provide ongoing monitoring and regular updates to ensure that the investment strategy remains aligned with market conditions and client needs.

Yes, Julius Baer offers specialized wealth planning services designed to help clients prepare for the financial needs of future generations. Our wealth planning experts work closely with clients to create comprehensive strategies that address inheritance, tax implications, and the transfer of wealth. We emphasize education and engagement with the next generation to ensure a smooth transition and the preservation of family wealth.

Julius Baer has a significant global presence, with offices in around 60 locations worldwide. Key locations include Zurich (our head office), Hong Kong, London, Dubai, Frankfurt, and Singapore, among others. This extensive network allows us to provide localized expertise and access to global markets, ensuring that our clients receive the best possible service and investment opportunities.

Structured products are pre-packaged investment strategies that typically include derivatives and are designed to meet specific investment goals. At Julius Baer, we offer a range of structured products that can provide tailored exposure to various asset classes while managing risk. These products can be beneficial for investors seeking customized solutions that align with their risk appetite and investment horizon, potentially offering enhanced returns compared to traditional investments.