Best Pure Play Private Bank Discretionary Portfolio Management
Julius Baer
Best Pure Play Private Bank – Discretionary Portfolio Management
Bhaskar Laxminarayan
chief investment officer and head investment management Asia
“We are delighted to be recognised as Best Pure Play Private Bank – Discretionary Portfolio Management. This award underscores our commitment to crafting personalised investment strategies that align with our clients’ distinct objectives, as well as our unwavering faith in the importance of discretionary mandates in managing one’s wealth.
“At Julius Baer, we leverage the deep expertise of our professionals and a world-class platform to deliver exceptional performance and unparalleled service. This recognition reflects our steadfast focus on providing best-in-class solutions to help our clients achieve their financial aspirations.
“We are grateful for this honour, which further motivates us to maintain excellence in discretionary portfolio management.”
What was behind the judges’ decision?
- One of the bank’s key strengths lies in its highly personalised approach, where portfolios are customised to align with clients’ risk profiles, financial goals, and market outlooks. This client-centric model is supported by Julius Baer’s strong research capabilities and access to a wide range of global investment opportunities, ensuring diversified and optimised portfolios.
- The bank’s DPM capability is further enhanced by integrating advanced data analytics and artificial intelligence into its investment processes. These technological advancements enable more precise risk assessment, dynamic asset allocation, and real-time portfolio adjustments, ensuring clients benefit from agile and informed decision-making.
- The bank leverages its more than 150 investment management professionals with an average of 17 years of experience to enhance its DPM offerings. Meanwhile, a dedicated DPM team helps ensure clear communication of the bank’s house view and ongoing support for client portfolio performance.
What we said…
“Julius Baer solidified its leader position in the discretionary portfolio management (DPM) space with another year of consistent business growth. Continuous product innovations, robust investment framework and a strong bench of dedicated DPM professionals enable the bank to craft bespoke solutions for a wide range of clients and help to drive up penetration rate,” said Stanley Yupu Li, reporter, Asian Private Banker.
“Rather than just making generic calls, the bank manages ‘live’ money of clients. In 2024, Julius Baer’s contrarian and spot-on investment calls from its investment committee helped clients to make profits amid a volatile market.
“Meanwhile, the bank continues to enhance its mandate offering. It launched a global mid-cap strategy in 2024, drawing in significant interest from Asian clients who recognise the fund’s long-term compounding opportunities in the mid-cap quality segment. It also developed a new cross-generation asset allocation strategy, blending traditional assets with investments in hedge funds and private markets, for its ultra high net worth clients.
“For these reasons and more, Asian Private Banker is proud to present Julius Baer the award for Best Pure Play Private Bank – Discretionary Portfolio Management.”
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