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DirectoryFinance & InsuranceBanksZurichJulius Bär Investment AG
Julius Bär Investment AG Logo
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Julius Bär Investment AG

Summary

About the company

Julius Bär Investment AG provides wealth management and banking services for private clients. The website includes contact, legal information, and login areas for accessing its services.

AI-generated
Offering

Products & services

Industry:Banks
✓ Offered7
Wealth Management
Wealth management with individual advice, holistic planning and tailored investment solutions for private and professional wealth situations.
Investment Advice and Securities Trading
Investment advice and securities trading with execution, advice and support for clients, client advisers and portfolio managers.
Tailored Credit Solutions
Tailored credit solutions for different markets, aligned with wealth management and complemented by flexible financing options.
Lombard Loans
Lombard loans as a short-term financing solution within long-term wealth management and with flexible use of assets.
Wealth Planning
Wealth planning with advice on retirement, pension provision, relocation and transfer of vested benefits assets.
Real Estate Services
Real estate services from initial advice to ongoing support with individual solutions for achieving client goals.
Asset Servicing
Asset servicing with foreign exchange and securities trading, transfer and paying agent functions, plus monitoring and settlement services.
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Location

Bahnhofstrasse 36
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-113.511.090
Founded
2007 · 19 years
Last commercial register change
September 22, 2025
Employees
1 to 10

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