Channel Title: Julius Baer Channel Description: The Julius Baer Group is present in around 60 locations worldwide, including Zurich (Head Office), Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv, and Tokyo. Social media terms of use: https://www.juliusbaer.com/en/legal/social-media/ <video> Wealth Management strategies every entrepreneur should know Description: Entrepreneurs and business owners face unique challenges when building their personal wealth as it is often tied to their business. We asked our experts for the key things they need to know when planning their wealth management strategies. Read the article: https://www.juliusbaer.com/en/insights/company-insights/behind-the-scenes/local-success-global-expertise-how-a-focus-on-entrepreneurs-boosts-julius-baer-in-the-uk/ Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... CHAPTERS 00:03 How to build wealth as an entrepreneur 00:37 Finding balance between personal and business finances 1:03 Going public: Key things to consider 1:33 How to avoid the biggest pitfalls 2:14 Planning for the future About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video> <video> What are wealthy families’ main concerns in 2024? Description: The Family Barometer is our authoritative annual survey about the issues that wealthy families are most concerned with. Conducted in collaboration with PwC Switzerland, it monitors the shifting opinions of financial services experts who work with and advise these families. This year, we canvassed more than 1 800 experts across Europe, Asia, the Middle East, and Latin America, making this our most globally balanced edition of the Family Barometer to date. Get the full report here: https://ow.ly/cJ4y50UaWok Some of the major themes addressed in the survey include global and regional trends across families concerning: · Intergenerational wealth transfer and succession planning · Wealth owners and wealth receivers · Individual and family growth opportunities Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... CHAPTERS About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. #family #investment #finance </video> <video> Essential strategies for navigating market crises and avoiding investment mistakes Description: Navigating challenging #markets requires a clear and adaptive approach. #investment mistakes often arise from inadequate advice or emotional biases that prevent investors from adjusting to changing conditions. To succeed, it’s crucial to challenge assumptions, interpret market signals, and refine strategies accordingly. In our #wealth Architect series, Diego Wuergler, Head of Investment Advisory, highlights common mistakes investors make and offers guidance on how to best navigate a crisis. Read the full article here: https://ow.ly/9hOK50Uo2S6 Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... CHAPTERS 0:47 What is a financial crisis? 1:34 The importance of diversification 2:31 Common investment mistakes 3:02 How to invest during a crisis About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video> <video> Investment trends for the next decade Description: Some investments, like fine wine - require patience, discernment and knowing when to act. This year, we gathered in the tranquil Swiss Alps for our Secular Outlook offsite to pause, reflect and refine our perspective on the forces that will shape the decade ahead. Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video> <video> The three things to know when building your portfolio Description: 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. Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... CHAPTERS: 0:46 : Most important things to consider when reviewing your portfolio. 1:21 : How to consider risk in your portfolio. 2:09 : The importance of both structure and flexibility. 2:50 : What investors should consider when hiring an investment manager. 4:45 : The three things you need to know about your portfolio About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video> <video> Currencies: How to invest and keep your money safe Description: Did you know that you can invest in currencies? Journalist Hannah Wise explores the fascinating world of foreign exchange and considers ways for investors to both stay safe and invest in the “forex” markets. Read the article: https://www.juliusbaer.com/en/insights/wealth-insights/how-to-invest/how-do-currencies-affect-your-investments Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video> <video> How to build wealth as an entrepreneur Description: Entrepreneurs and business owners face unique challenges when building their personal wealth as it is often tied to their business. We asked our experts for the key things they need to know when planning their wealth management strategies. Read the article: https://www.juliusbaer.com/en/insights/company-insights/behind-the-scenes/local-success-global-expertise-how-a-focus-on-entrepreneurs-boosts-julius-baer-in-the-uk/ Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video> <video> US Elections: What does this mean for investors? Description: The US presidential election has always been a highly anticipated event as the future policy path of the world’s largest economy has major implications for global financial markets. As Donald Trump becomes the 47th President of the United States, we outline the impact it will have on investors around the world. Read the article: https://www.juliusbaer.com/en/insights/market-insights/market-outlook/donald-trump-wins-what-does-this-mean-for-investors/ Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video> <video> Aging like fine wine: The economic forces that will shape the decade ahead Description: Some investments, like fine wine - require patience, discernment and knowing when to act. This year, we gathered in the tranquil Swiss Alps for our Secular Outlook offsite to pause, reflect and refine our perspective on the forces that will shape the decade ahead. CIO Yves Bonzon shares a glass of wine with Hannah Wise to discuss how the Secular Outlook is fundamental to our investment philosophy. Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video> <video> The secret behind portfolio construction Description: Investing often comes down to balance. CIO Yves Bonzon shares his biggest takeaway when building your portfolio. Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video> <video> How to Invest: Capitalizing on the year-end rally Description: 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 is happens, and how missing this crucial time could result in investors missing 95% of returns. Read the article: https://www.juliusbaer.com/en/insights/wealth-insights/how-to-invest/the-year-end-rally-festive-cheer-for-investors/ Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video> <video> What stops wealthy families from discussing inheritance? Description: How are families getting the younger generation involved in conversations about wealth? And what are the barriers that stop these discussions? Our Family Barometer, in collaboration with PwC Switzerland, explores these findings: https://ow.ly/YYi950UhtCI Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. #wealthplanning #Family </video> <video> The year-end rally: Why you need to be invested Description: Read the article: https://www.juliusbaer.com/en/insights/wealth-insights/how-to-invest/the-year-end-rally-festive-cheer-for-investors/ Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... CHAPTERS About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video> <video> How to invest in currencies #investmentmanagement Description: Can you invest in currencies? And why are currencies such as the Swiss franc and Japanese yen labelled safe haven currencies? Journalist Hannah Wise explores the fascinating world of foreign exchange and considers ways for investors to stay safe and invest in the “forex” markets. Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... CHAPTERS About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video> <video> Essential strategies for navigating market crises. #investment #stockmarket #wealth Description: Navigating challenging markets requires a clear and adaptive approach. Investment mistakes often arise from inadequate advice or emotional biases that prevent investors from adjusting to changing conditions. To succeed, it’s crucial to challenge assumptions, interpret market signals, and refine strategies accordingly. In our Wealth Architect series, Diego Wuergler, Head of Investment Advisory, highlights common mistakes investors make and offers guidance on how to best navigate a crisis. Read the full article here: Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - YouTube: https://www.youtube.com/user/BankJuli... - LinkedIn: https://www.linkedin.com/company/juli... - Twitter: https://twitter.com/juliusbaer - Facebook: https://www.facebook.com/bankjuliusbaer/ - Instagram: https://www.instagram.com/bankjuliusb... CHAPTERS About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse. </video>

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The Julius Baer Group is present in around 60 locations worldwide, including Zurich (Head Office), Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv, and Tokyo.

Social media terms of use: https://www.juliusbaer.com/en/legal/social-media/

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