9/2/2023 0 Comments Julius baer wealth advisors![]() ![]() The rising importance of sustainable investments and considerations, digitalisation are just the most pressing examples. “I have been in this business for more than 20 years, but I have never experienced such an incredible pace with regards to change, both in terms of business and client needs. To what extent does this influence your business? We are very proud of the recent award from Euromoney as World’s Best Bank for High-Net-Worth Individuals, which gives great motivation and the energy to our 6891 employees worldwide.” ![]() As pure player in wealth management with a very strong balancesheet, we can focus on long-lasting client relationships with a very personalised approach for UHNWI. We aim to create true value for our clients through these criteria. “I think three main criteria are crucial to select a wealth manager: expertise, personal relationship and solutions tailored to your needs. In this context, our global network of experts combined with our local presence are key assets.” More and more clients live and work abroad. ![]() Thanks to many years of experience, our wealth planners have gained a profound knowledge of the different markets. Preserving wealth over generations requires long-term, strategic thinking and is becoming ever more challenging in this fast-paced world. Is succession planning part of your holistic advice? As a result, we continue to attract many UHNWI who are looking for this type of service.” We have a very competitive platform, highly renowned research and experienced advisors. ![]() But we continue to invest as well, contrary to the current trend, into high level and tailor-made advisory services. We are offering discretionary mandates in single and multi- asset classes. Our clients appreciate the fact that we are a pure wealth manager and a strong international brand with one focus: deliver an excellent service so our clients can reach their goals. We also have a close cooperation with dedicated single and multi-family offices. “They are mostly sophisticated private individuals, families, and entrepreneurs with an international background. We have branches in Ireland and Spain and we will expand to other countries in the near future.” This makes us one of the top private banks in Luxembourg. Since our founding in 2016, our Assets under Management have grown significantly and the number of employees more than doubled. Our goal is to become the reference in Wealth Management in the European Economic Area. Rudy Defoer: “ Bank Julius Baer Europe S.A is the European hub for our internationally oriented, EU-based clients serviced out of Luxembourg. The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.What can you share with us about your operations in Luxembourg?
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