Policies and Governance

Understanding clients and setting objectives

For Julius Baer Family Office, everything starts with understanding our clients. The outcome from financial planning is the starting point for investment policy.

Our job is to understand, plan and implement the best investment strategy matching the different needs and stages in life for each of this select group of families.

Each portfolio is exclusive, but all share the aim of preserving, ensuring earnings and growing their wealth.

Understanding clients Risk profile
Formulating investment strategy Deciding structure
Deploying Tracking and monitoring
Accountability Continuous improvements

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