#Julius baer wealth advisors Offline
#Julius baer wealth advisors professional

The origins of the Hottinger brand in financial services date back to 1786, when Baron Jean Conrad Hottinger established Banque Hottinguer & Cie. Above all, families place their trust in us because of that rare trait we hold most dear, that of integrity.

#Julius baer wealth advisors professional

We protect the interests of our clients and provide them with a professional environment to share experiences, ideas and opportunities with like-minded people. This is key to delivering bespoke professional and investment advice which complies with individual aspirations, the broader regulations and which will stand the test of time. Over time we develop an in-depth knowledge and understanding of the circumstances, complications and arrangements of each family. Hottinger Group is an international wealth management company, principally owned by the families we serve. Our clients range from online investors to those requiring bespoke wealth management, and from charities and trusts to entrepreneurs and corporate businesses.

We will work with you to understand your objectives and what matters to you before designing an investment solution that is suitable for you.Īs the UK’s leading integrated wealth management and professional services group, we are able to look after the combined wealth and tax needs of our clients and, as well as investment management and financial planning, we provide specialist accountancy, assurance, tax and advisory services. Our investment managers and financial planners have the expertise you can lean on to help you grow your wealth and achieve your financial goals. All our advice is delivered by people who care, who go further to understand your needs so they can help you make those big decisions with ease and confidence. We are committed to raising the standards of good advice and to extending its reach. We believe that more people and businesses should have access to good advice, regardless of their size or wealth. We’re still here, with £56billion of assets under management (as at June 2022) and offices in 25 towns and cities across Britain, Ireland and the Channel Islands, we continue to do what we do best: placing the power of good advice into more hands.

A story of change – but also of constancy. Fast forward to 2022, and with Tilney Smith & Williamson renamed as Evelyn Partners, a new chapter of our family story has begun. From Tilney’s beginnings in Liverpool in 1836, to the founding of Smith & Williamson in Glasgow in 1881, throughout our history we’ve helped generations of people and businesses thrive. Like most families, we’re proud of our roots. ISAs, Pensions and General Investments Accounts available at significantly lower fees than the industry average

#Julius baer wealth advisors Offline

A powerful client experience, both on and offline Seasoned investment management team, managing high-quality, diversified portfolios with a proven track record Qualified financial advice available to help you plan for your unique circumstances Our approach to wealth management brings several benefits to private clients: The entire Netwealth experience can be accessed online via powerful financial technology or, for those who prefer, with one of our financial advisers. We have brought together a highly qualified team, a robust investment framework and a comprehensive offering. The firm combines the best elements of a superior discretionary service with all the benefits of a technology enhanced approach. We are based in central London and our senior team is led by former Goldman Sachs and J.P. Netwealth is a UK-based wealth management company that provides a modern, award-winning investment and financial planning service, delivered by an established team of industry experts at substantially lower fees.