Julius Baer

Private markets have seen a surge in interest from UHNW families across the globe. From private equity to credit and venture capital, these investments can offer compelling potential for stronger returns, greater diversification, and long-term growth. With their wealth managers, how are families evaluating and integrating them into their strategies? ➡️ In this Family Barometer article, read about why ultra-wealthy families are drawn to private markets, and how this changes the future of wealth planning: https://ow.ly/OB6K50XvAWO #WealthPlanning

Divorce is rarely simple – both emotionally, and financially. Now, research has discovered a startling disconnect between the needs of divorced women and the support they receive throughout this journey. Beyond the Break is a new report on this topic, compiled by NOON for Mishcon de Reya LLP and Julius Baer UK. It reveals shocking insights into just how alone women feel during this process: • Only 8% of divorced women surveyed have a financial advisor they can call upon • Just 10% of respondents have taken financial advice • Less than 30% of the women understood their financial situation in advance of the divorce ➡️ This new report dives deep into the unheard stories of real women across the UK who, even despite their level of wealth, still find themselves lost. Get the publication here: https://ow.ly/PoPt50XtVP8 #WealthPlanning #WomenAndWealth #MidlifeDivorce

This week, volatility in equity markets made headlines – but how are our analysts interpreting the movements? Several elements worked in tandem to make markets nervous over recent days: most notably, concerns about tech valuations, and fading hopes for a swift US rate cut. Investors grew increasingly cautious ahead of today’s highly anticipated NVIDIA earnings release, scheduled after the market close in New York. The uncertainty has weighed on equities, pushing stock indices lower and widening credit spreads. Notably, the equal-weighted S&P 500 held up relatively well, indicating that the downturn was not broad-based. Joining Julius Baer’s Moving Markets podcast today is Dario Messi, Head of Fixed Income Research, who shares his insights on navigating fixed income markets amid the current macroeconomic backdrop. Some key findings from our expert: 🔹 The credit market is not immune to the volatility that we witness across equity markets – credit spreads have widened over the past few days 🔹 It’s important to note this is not an outright sell-off in credit markets: it’s more of a moderate widening of credit spreads, as to be expected when equities come under stress 🔹 To put this week in perspective, the (indexed) high-yield spread has widened by about 50 basis points to 320. When we look at the tariff shock of last April, this measure spiked to more than 450 basis points. Listen to the full episode here: ➡️Apple Podcasts: https://ow.ly/s5NP50WXlTi ➡️Spotify: https://ow.ly/Bkst50WXlXI #MarketInsights

Energy markets are undergoing a quiet revolution — not driven by crisis, but by enduring shifts in supply, demand, and technology. As we approach 2026, a new era of energy abundance is taking shape, with profound implications for investors and industries alike across hydrocarbons and renewables. ➡️ In our latest Research Weekly, discover how market forces are overtaking politics in shaping the future of energy. Read more: https://ow.ly/KB2P50XtU9N #MarketInsights #energy #oil

Islamic finance is a USD 5 trillion industry spread over more than 80 countries. It can be an interesting alternative not just for Muslim investors, but for anyone seeking principled growth. This month on ‘How to invest’, Hannah Wise - Moderator breaks down the main principles, which financial vehicles are available and why it is gaining ground. ➡️ Watch the video or read the article: https://ow.ly/GbfU50XsI82 ➡️ Download Julius Baer’s ‘How to invest’ guide: https://ow.ly/OLW850XsI83 #WealthInsights

Alternative investments are no longer a niche allocation, they are a building block for sophisticated investors. Together with our partners, leading voices in the industry, we hosted the 2025 edition of the Alternatives Alpha Conference in Zurich. Key insights: 🔹Alternative and Private Markets offer investors the opportunity to participate in economic and trading innovation, not accessible via public markets. 🔹Their differentiated return streams and limited public market correlation make it an important building block for sophisticated investors. 🔹Manager selection matters: partnering with experienced and skilled GPs is vital to building and protecting long-term portfolio performance. #MarketInsights

We are pleased to announce an important development for Julius Baer in our home market. Effective 1 January 2026, Marc Blunier - CIIA, FRM, CFDS and Alain Krüger will take on joint leadership as Co-Heads of Market Switzerland. In this role, they will oversee our domestic teams managing local business across our eleven locations in German- and French-speaking Switzerland, as well as drive the implementation of Julius Baer’s strategic market initiatives. With their complementary expertise, deep local knowledge, and longstanding client relationships, Marc and Alain are ideally positioned to strengthen our market presence and enhance the advice and services we offer to clients in Switzerland. This collaborative leadership model reflects our ongoing commitment to delivering high-quality, client-centric solutions through local expertise and organisational strength. We view our Swiss home market as highly strategic, with significant potential to leverage our unique selling proposition and holistic client approach—and we remain fully committed to investing in its continued growth. ➡️ Learn more in our corporate news section: https://ow.ly/icLx50XrBkP #CompanyInsights

For global families in particular, clarity is often sought among the chaos of today's world. ➡️ In our Family Barometer 2025, in collaboration with PwC Switzerland, we explore how families are managing to build a legacy among regulatory upheaval, geopolitical uncertainty, and technological disruption: https://ow.ly/73LO50Xryet #WealthPlanning

October saw the return of the Montreux Jazz Festival (MJF) Residency, an intensive learning and musicianship programme led by the Montreux Jazz Artists Foundation. As global sponsors of MJF, we were honoured to be a part of this program designed to help young artists achieve lasting success in the music business. Luigi Vignola, Co-Head of Global Products & Solutions, met with the room of up-and-coming musicians to explain how seeking advice, having a plan and finding the right partners are key to sound financial advice. His three key takeaways: 🔹Thinking long term and planning for all outcomes is the key to career and financial longevity. 🔹Investing is about process. Just as over time you build up your career, you also build up your wealth and ultimately, it’s about consistency. 🔹While every artist is focused on first making it, what really matters is who you’re on board with at the very beginning. ➡️ Read below as two participants share their experience in the program. ➡️Learn more about our partnership with MJF: https://ow.ly/gOB150XqXq6 #MJF2025 #OurCommitments #MontreuxJazzArtistsFoundation

Amid the US government shutdown, a shift is unfolding in the markets: fading investor exuberance sets the stage for a traditional year-end rally, while bipartisan progress on healthcare is restoring confidence in pharma and biotech. Meanwhile, beneath the surface, cracks are forming in US consumption with inflation and a weakening labour market. ➡️ Read our Research Weekly here: https://ow.ly/ACq250XqkRc #MarketOutlook