Julius Baer

Service provider
Private Bank
Min. account size
£2,000,000
Ownership
Listed on stockmarket
Size of wealth manager
Large
Founded
1890
Size
Global

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Julius Baer Factfile

The Julius Baer Group is the leading Swiss private banking group, focusing exclusively on the demands of sophisticated private clients, family offices and independent asset managers from around the world. The Group is completely independent in each and every aspect of its business – from the focused business model and sound financials to the dedicated investment management, open product platform and expert research.

Contact person Relationship manager
Fee structure Annual fee
Min. account size £2,000,000
Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, mixture, ethical
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Portfolio lending
Mortgages (residential)
Typical minimum mortgage £2,000,000
Other finance Jet, yacht, art
Online dealing
Timezones UK, US
Margin accounts
Retail banking
Ethical investing
Philanthropy
Questions to ask?

Questions to ask?

How do they differ to their competitors?
How strong are they servicing the needs of UK clients?
Do they offer lending services?
What we like

What we like

A top global private bank
More boutique in feel, compared to some rivals
Strong across a range of services
Modern, forward looking private bank

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