Broadgate appointed by Julius Baer

June 20, 2008 - PRLog -- The Investment Products distribution team will initially focus on selling funds on a wholesale basis to wealth managers, family offices, insurance companies, investment banks and fund of funds.

Julius Baer’s current investment strategies are based around three core investment themes, which are NEWO™ (New Economic World Order), Real Assets & Capital Preservation and growth niches with pricing power.

Mark Knight, Director Broadgate, said: “Julius Baer has been untouched by the fallout from the US subprime debacle and so is well placed to take advantage of rivals' current weakness. It plans to use the public relations campaign to help it become one of the top 10 continental asset managers in the UK.”

Julius Baer Investment Products has in excess of £39bn under management, a 100% increase in the last five years. Julius Baer has built a strong reputation for its active management philosophy and has launched a variety of satellite products covering areas such as luxury brands, northern Africa, Black sea region and German value stocks.

Julius Baer concentrates exclusively on private banking and asset management for private and institutional clients. With more than 4000 employees worldwide, the Group managed assets in excess of £200 billion at the end of 2007.

Broadgate’s Mark Knight, Sarah Evans-Toyne, Sally Moore and Neema Patel will manage the account.