Discretionary portfolios - finding the perfect recipe for your investments

Michel Munz, Julius Baer’s Deputy CIO, shares insights on building a robust investment portfolio. Learn the benefits of discretionary portfolios, strategic asset allocation, diversification, and risk management.
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CHAPTERS
0:19 Strategic Asset Allocation
0:40 Protecting your portfolio from market corrections
1:04 Long-term goals for SAA
1:45 Navigating different market conditions
2:10 Risk management
3:10 Finding the perfect recipe for your investments
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.