Additional information

Overview:

Julius Baer Private Banking

Julius Baer stands for continuity and tradition. Respect for and protection of privacy as well as the pursuit of personal development and material prosperity are fundamental values that have been shaped by generation after generation of the Baer family. These principles underpin our business philosophy as well as the services with which we provide our clients today and will continue to do so in future.

Partnership as a pillar for success

Private banking is a continuous, dynamic process guided by your current needs and expectations as well as changes in your personal situation. Appropriate consideration must also be given to economic and social factors.

Clients who choose to work with Julius Baer discover that private banking is more than a mere business relationship. It is a partnership founded on mutual trust with a view to achieving shared goals.

An actively defined and applied corporate culture has given our staff a high degree of professionalism and well-honed social skills. Independence, flexibility, a sense of responsibility and a commitment to excellence are the guiding principles we adopt to provide solid, forward-looking advice on all matters of asset management, investment counselling and financial planning.

Your needs are our focus

Private banking involves more than merely bundling individual services from our investment advisory and asset management departments. All our thoughts and actions are focused on providing you with tailor-made solutions that will fulfil all your personal needs and objectives. We do not stumble upon such solutions by chance. They are derived systematically using a carefully structured decision-making process and with the aid of an interdisciplinary team of specialists. Only then does asset management become private banking.

Creating workable private banking solutions means taking an all-round view. To obtain this, we need to gain a comprehensive knowledge and understanding of your objectives and your personal financial situation. We may need to take factors into consideration which, at first glance, have no direct connection with financial investments. This approach calls for mutual trust and openness as well as a willingness to work together.

At Julius Baer we believe that trust is the key to mutual success. However, trust is not something that can be taken for granted. It must be earned anew each day: by providing you with exceptional performance, personal service and individual counselling.

Added value through individual solutions

Financial planning and asset management are becoming increasingly complex. A targeted approach requires a wide-ranging evaluation that identifies your expectations and interests and precisely outlines all aspects of your needs. This forms the main focal point of our counseling.

Our relationship managers are adept at identifying constellations that could well turn out to be decisive over time. We find it essential to consider every single aspect of your personal situation with a view to integrating them into a single, effective solution.

We deal with questions from the standpoint of various professional disciplines and integrate the resulting insights into clear structures. In the course of implementing solutions, we draw on a broad range of products and services from the Julius Baer Group or external specialists. Thanks to our international presence, we are always able to provide you with support at a location best suited to your needs.

History:

Founded in 1890. Incorporated in 1975. Acquired Banque Falck & Co., Lucerne, in 1998. Acquired three private banks and a fund manager from UBS in 2005; Banco di Lugano (establ. 1947), Ferrier Lullin & Cie (establ. 1795) and Ehinger & Armand von Ernst & Cie (dating from 1810) plus GAM Holding (establ. 1983).

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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