Investment Advice
Our experienced specialists constantly analyses and monitor the markets to offer you structured advice encompassing the fields of investment strategy, investment ideas as well as portfolio monitoring and reporting. Profit from their expertise via three distinc
Investment Advise
Our experienced specialists constantly analyses and monitor the markets to offer you structured advice encompassing the fields of investment strategy, investment ideas as well as portfolio monitoring and reporting. Profit from their expertise via three distinct service offerings:
Protect what you’ve built and protect your income
We’ll work creatively to design a strategy that considers life’s unexpected challenges. A sound financial future includes protecting your wealth. We’ll help you put in place the right level of personal protection so you achieve peace of mind knowing your investments can keep working for you.
Advice Advanced – Dedicated investment advisor & tailor-made investment strategy
- You interact with your relationship manager and/or dedicated investment advisor who acts as an additional committed expert to discuss your unique investment case.
- We create an entirely tailor-made investment strategy for you, based on which bespoke investment ideas are communicated.
- The results of our daily, personalized portfolio monitoring reach you in a fast manner so that you can instantly discuss implications with your relationship manager and/or investment advisor.
Advice Premium – Personal advice & systematic portfolio monitoring
- Your relationship manager is a partner who provides you with strategic and tactical investment opportunities and offers you advice based on one of the five Julius Baer investment strategies (Fixed Income, Income, Balanced, Growth or Capital Gain).
- Great emphasis is placed on daily portfolio monitoring which constitutes the basis for carefully selected investment recommendations and allows you to react rapidly to market events.
Advice Basic – Advice for independent investors
- The Advice Basic service offering is ideal for experienced investors who require a low level of interaction with a relationship manager but will occasionally request advice on single financial instruments.
- You gain access to our manifold investment and research publications which you can utilize to create your own investment strategy.
- Your decisions will be implemented by your relationship manager.
Contact
Phone
Other Links
Privacy Policy
Corporate
Social Responsibilities
Thank you for taking the time to visit our website. We hope that you will view the material presented here as an invitation to consider both what the CAPITAL UNION could do for you and what we could do together.
