Julius Baer

Performance is not always the main indicator of portfolio success. In our How We Manage Money series, CIO Yves Bonzon shares his insights on how to get the ideal portfolio construction. ➡️ Watch the full video here: https://ow.ly/86oj50UtqaG #CIOViews

As 2024 comes to a close, the Julius Baer Foundation celebrates a year of collaboration, innovation, and collective action. This year, the Foundation organised events to highlight its partners' extraordinary work, deepening engagement among Julius Baer clients, employees, and the wider community. In addition, through initiatives like Equality Talks – Africa Edition, amplifying changemakers with Innovadores Invisibles and strengthening partnerships at Latimpacto, the Foundation has united global efforts to reduce wealth inequality and create equal opportunities. Together, let's remain committed to driving positive change in 2025. Thank you to everyone who has supported our mission this year. We warmly invite you to become part of the Wealth Inequality Initiative by Julius Baer Foundation and connect with us here: https://lnkd.in/dZW6yCB #OurCommitments #WealthInequality

Equities across almost all markets often see a positive spike around the end of the year. Known as the ‘year-end rally’, this is not to be missed. In our award-winning How to Invest series, journalist Hannah Wise discusses this phenomenon, why it happens, and how missing this crucial time could result in investors missing 95% of returns. ➡️ Read the article and watch the full video here: https://ow.ly/hW7850UtTGA #WealthInsights

Entrepreneurs and business owners face unique challenges when building their personal wealth as it is often tied to their business. Our London team shares their insight on how best to separate your personal and business finances. ➡️ Watch the full video here: https://ow.ly/bEIG50Utiwb #WealthInsights

2025 will be a difficult year to navigate as geopolitics are likely to result in twists and turns for the markets. Going into the new year, what do bond investors need to be aware of? Our research team provides their 2025 fixed income outlook by looking at major developments in the US, eurozone, Swiss and emerging markets. ➡️ Read here: https://ow.ly/gMAT50Ut8xy #MarketInsights

Will central banks continue to lower interest rates, sparking a new wave of growth? And how will the new US administration address geopolitical pain points going forward? Join our expert panel on 10 January 2025 at 10:00 CET when we will be discussing potential twists and turns of the global economy in 2025. ➡️ Save the date for our Market Outlook webcast: https://ow.ly/wsgj50UsluM #MarketOutlook

In the second edition of our ‘A view from’ series, we visit Chief Communications Officer Larissa Alghisi in Zurich: Welcome to my office at Bahnhofstrasse in the middle of Zurich! My window overlooks the city’s elegant shopping mile that leads from the central station straight to Lake Zurich. To be specific, I have a perfect view of the shop windows on the opposite side of the street – jewels and watches, Tod’s and Chanel. The location is a source of inspiration for our premium brand ambition. It is also a reminder of what our clients expect from us: only the best is good enough! A special perk of my window in the current holiday season is to be able to see the beautiful linden trees, which are covered by the first snow of 2024, as well as enjoy the festive ‘Lucy’ lights. When the latter are turned on at the end of November, our colleagues of the Swiss market set up their mulled wine stand for evening shoppers to collect funds for the Julius Baer Foundation https://lnkd.in/ebrVjbDq Our connection to Bahnhofstrasse has long-standing roots: Our headquarters at number 36 was acquired from the Swiss National Bank in 1925 – correct, we have a Bahnhofstrasse centenary coming up next year. So, please stay tuned for more! I can assure you we won’t just look back, and certainly not only at Zurich. While this is where it all started, we have always been forward thinkers with a view to the world beyond Bahnhofstrasse.

What are the key differences between residential and commercial real estate investing? Take a look at the aspects below, and consider how you relate to each of them. This and more is explored in our latest Wealth Matters guide, How to Invest in Real Estate, available now: https://ow.ly/xXPF50UqCyU #RealEstate #WealthInsights

Every year Julius Baer’s CIO team puts together the Secular Outlook. More than just market commentary, it’s about digging into the topics that will inform and influence your investment decisions over the long term, specifically the next decade. Here Group Chief Investment Officer Yves Bonzon explains why this is so important for investors. ➡️ Learn more: https://ow.ly/Ca4250UqGgc #CIOViews

As our world continues to be driven by instability and conflict, global wealth inequality is becoming one of the most pressing matters of our time. With the divide between the haves and the have-nots continuing to grow, increasing numbers of people are dedicating their time and resources to tackling this societal imbalance as generational attitudes to creating impact and having a social purpose are changing. This episode of Beyond Markets features CEO of the Julius Baer Foundation, Laura Hemrika, discussing the state of modern philanthropy and how people can get involved. It is hosted by John Franklin, Marketing Specialist at Julius Baer. Listen:  ➡️ Apple Podcasts: https://ow.ly/mpvT50UpOj3 ➡️ Spotify: https://ow.ly/ZZy750UpOj4 #philanthropy