OUR SERVICES FOR LAWYERS AND FIDUCIARIES · OUR SERVICES FOR LAWYERS AND FIDUCIARIES OUR SERVICES...

3
BANK JULIUS BAER & CO. LTD. OUR SERVICES FOR LAWYERS AND FIDUCIARIES

Transcript of OUR SERVICES FOR LAWYERS AND FIDUCIARIES · OUR SERVICES FOR LAWYERS AND FIDUCIARIES OUR SERVICES...

Page 1: OUR SERVICES FOR LAWYERS AND FIDUCIARIES · OUR SERVICES FOR LAWYERS AND FIDUCIARIES OUR SERVICES FOR LAWYERS AND FIDUCIARIES For your law office For you as a private client For your

BANK JULIUS BAER & CO. LTD.

OUR SERVICES FOR LAWYERS AND FIDUCIARIES

Page 2: OUR SERVICES FOR LAWYERS AND FIDUCIARIES · OUR SERVICES FOR LAWYERS AND FIDUCIARIES OUR SERVICES FOR LAWYERS AND FIDUCIARIES For your law office For you as a private client For your

OUR SERVICES FOR LAWYERS AND FIDUCIARIES OUR SERVICES FOR LAWYERS AND FIDUCIARIES

For your law office For you as a private client For your clientsInvestment productsMoney market and foreign currency investments • • •Direct investments in equities and bonds • • •Investment funds • • •Alternative investments (hedge funds, private equity, real estate) • •Derivative products • •

Investment adviceMandate solutions (delegation) • •Julius Baer Advice Basic (reactive advice) • •Julius Baer Advice Premium (proactive advice) • •Julius Baer Advice Advanced (proactive advice with an investment advisor) • •Portfolio analysis • •

Wealth planning and pension provisionRetirement planning • •Financial planning • •Tax advice/planning (investment structuring, special taxes, relocation, etc.) • •Succession planning (property- and inheritance-law issues, wills, marriage contracts, beneficial uses, etc.) • •Advice regarding lifetime arrangements (power of attorney) • •

Special wealth planning solutionsSolutions for supplementary occupational provision issues (individual investment strategies in pillar 2) • • •Vested benefit solutions (collective investments/mandates) • •Establishment of private trusts/private foundations • •Domicile/management for Swiss charitable foundations • •

FinancingLombard loans • •Financing of partner purchases •Real estate financing • •

Basic servicesAccounts, payments, e-Banking, cards • • •

Transaction processingEscrow accounts for contract processing with Form A • • •

Exchange of experiencesSpecialist events for lawyers and fiduciaries • •

The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.

Page 3: OUR SERVICES FOR LAWYERS AND FIDUCIARIES · OUR SERVICES FOR LAWYERS AND FIDUCIARIES OUR SERVICES FOR LAWYERS AND FIDUCIARIES For your law office For you as a private client For your

BANK JULIUS BAER & CO. LTD.Bahnhofstrasse 36

P.O. Box8010 ZurichSwitzerland

Telephone +41 (0) 58 888 1111Fax +41 (0) 58 888 1122

www.juliusbaer.com

The Julius Baer Group is present in more than 50 locations worldwide,

including Zurich (Head Office), Basle, Berne, Geneva, Lausanne, Lucerne,

Lugano, St. Moritz, Dubai, Frankfurt, London, Luxembourg, Monaco, Singapore and Tokyo.

03.2017 Publ.-Nr. PU00511EN © BANK JULIUS BAER & CO. LTD., 2017