Bank Julius B §r & Co. AG

Bank Julius B r & Co. AG provides private banking services to private clients and independent asset managers primarily in Switzerland and Europe. The companys services include asset management, financial planning, portfolio management, wealth management, client reporting, providing access to current trading and research recommendations, and delivering daily information on global financial markets, as well as provision of advisory, and electronic information and communication solutions. It also offers custodian services to institutional investors, such as pension funds and insurance companies, family offices, banks, and related brokers. In addition, the company provides wealth and estate planning services, including trust administration, accounting and reporting, account consolidation, and insurance solutions, as well as real estate and corporate advisory services. Further, it offers credit services, such as Lombard and mortgage lending; foreign exchange and securities trading services; custody and execution services, including solutions for the settlement of stock exchange transactions, as well as securities administration and safekeeping; investment advice and tax planning services; foreign exchange trading services; and online services. The company is headquartered in Zurich, Switzerland. Bank Julius B r & Co. AG operates as a subsidiary of Julius Baer Group Ltd.