SCB And Julius Baer's Joint Venture To Cater To High Net Worth Thais

After announcing the new SCB Julius Baer premier global wealth management and financial planning service, Siam Commercial Bank and Julius Baer recently hosted its first Advisory Series, inviting over 200 private investors to join. It is estimated that Thailand is populated with over 30,000 high net worth individuals, and this strategic partnership is set to bring the crowd a step closer to the best wealth management experience in the world. Led by distinguished speakers from the investment management and investment advisory team, the Advisory Series discussed fourth-quarter market trends, emphasising discretionary portfolio solutions, structured products and non-traditional opportunities in private equity and real estate.

The first of its kind in Thailand, customers have so far expressed confidence with the world-class investment advisory service from SCB Julius Baer.  The team provides Thai clients with a unique and holistic wealth management service tailored to fit their individual needs. With the global recessionary concerns, the best solutions range from standard discretionary portfolio mandates to opportunistic structured products and an exclusive private equity offering. 

Building a diverse portfolio, one that meets long-term investment strategy and ensures minimal risks, is not a simple task. To simplify, SCB Juilus Baer offers 23 standard discretionary portfolio mandates while providing customisable strategies to enable clients to reap from Julius Baer’s expertise and delegate day-to-day portfolio monitoring, optimisation and investment decisionmaking.  Structured products provide a variety of customisable solutions while non-traditional opportunities improve portfolios’ long-term risk-return. SCB Julius Baer offers an extensive shelf of over 49,000 products and advisory expertise to guide clients to achieve their wealth management goals while diversifying their investments and identifying opportunities. 

For more information, please visit scbjuliusbaer.com.

See also: SCB-Julius Baer CEO On The New Paradigm of Wealth Management