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Julius Bär Gruppe 
Financial services / Banking and Financial Services
🛍️ Products/Services
The Julius Bär Gruppe is a Swiss private banking group that offers a range of financial services to its clients. These services primarily include wealth management, asset management, and investment advisory services. Other products and services offered by the company include:
1. Private banking: The Julius Bär Gruppe provides personalized private banking services for high net-worth individuals and families. The services include portfolio management, investment advisory, financing, and wealth planning. Clients can also access a dedicated relationship manager who provides tailored advice and solutions.
2. Asset management: The company offers asset management services for institutional and private clients. It manages investment portfolios and offers a variety of investment products such as equities, bonds, and alternative investments.
3. Investment advisory: The company also provides investment advisory services to its clients, helping them to make informed investment decisions. Its team of experts provides research and analysis on various investment options and opportunities.
4. Digital services: The company offers digital services that allow clients to access their accounts and make transactions online. These services include online banking, mobile banking, and a dedicated app for managing investments.
5. Trust and fiduciary services: Additionally, the company offers trust and fiduciary services to clients. This includes setting up and administering trusts, foundations, and other legal structures for asset protection and succession planning.
6. Credit services: The company provides access to credit facilities such as loans, mortgages, and Lombard lending to meet the financing needs of clients.
7. Insurance solutions: Clients can also access insurance solutions through the company, including life insurance, health insurance, and property insurance.
8. Philanthropic advisory: The company offers philanthropic advisory services to clients who wish to support charitable causes. It helps clients develop and implement philanthropic strategies and manage their charitable giving.
9. Family office services: For ultra-high-net-worth clients, the Julius Bär Gruppe offers comprehensive family office services, including comprehensive wealth planning, estate planning, and concierge services.
10. Corporate services: The company also provides corporate services such as cash management, foreign exchange, and payment solutions for businesses.
11. Digital Wealth Solutions: Julius Bär Gruppe offers digital wealth solutions such as algorithm-based portfolio management, robo-advisory services, and customizable investment strategies to clients.
Overall, the Julius Bär Gruppe aims to provide a holistic approach to managing wealth, offering a wide range of products and services to cater to the diverse needs of its clients.
See Company Q&A
1. Private banking: The Julius Bär Gruppe provides personalized private banking services for high net-worth individuals and families. The services include portfolio management, investment advisory, financing, and wealth planning. Clients can also access a dedicated relationship manager who provides tailored advice and solutions.
2. Asset management: The company offers asset management services for institutional and private clients. It manages investment portfolios and offers a variety of investment products such as equities, bonds, and alternative investments.
3. Investment advisory: The company also provides investment advisory services to its clients, helping them to make informed investment decisions. Its team of experts provides research and analysis on various investment options and opportunities.
4. Digital services: The company offers digital services that allow clients to access their accounts and make transactions online. These services include online banking, mobile banking, and a dedicated app for managing investments.
5. Trust and fiduciary services: Additionally, the company offers trust and fiduciary services to clients. This includes setting up and administering trusts, foundations, and other legal structures for asset protection and succession planning.
6. Credit services: The company provides access to credit facilities such as loans, mortgages, and Lombard lending to meet the financing needs of clients.
7. Insurance solutions: Clients can also access insurance solutions through the company, including life insurance, health insurance, and property insurance.
8. Philanthropic advisory: The company offers philanthropic advisory services to clients who wish to support charitable causes. It helps clients develop and implement philanthropic strategies and manage their charitable giving.
9. Family office services: For ultra-high-net-worth clients, the Julius Bär Gruppe offers comprehensive family office services, including comprehensive wealth planning, estate planning, and concierge services.
10. Corporate services: The company also provides corporate services such as cash management, foreign exchange, and payment solutions for businesses.
11. Digital Wealth Solutions: Julius Bär Gruppe offers digital wealth solutions such as algorithm-based portfolio management, robo-advisory services, and customizable investment strategies to clients.
Overall, the Julius Bär Gruppe aims to provide a holistic approach to managing wealth, offering a wide range of products and services to cater to the diverse needs of its clients.
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