{"id":17711,"date":"2026-02-24T22:14:21","date_gmt":"2026-02-24T22:14:21","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/17711\/"},"modified":"2026-02-24T22:14:21","modified_gmt":"2026-02-24T22:14:21","slug":"swiss-banking-giant-julius-baer-enters-uk-model-portfolio-market","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/17711\/","title":{"rendered":"Swiss banking giant Julius Baer enters UK model portfolio market"},"content":{"rendered":"<p>Swiss private banking business Julius Baer is launching a range of model portfolios targeted at UK financial advisers.<\/p>\n<p>The range is being run by Gareth Johnson, who previously ran the MPS business at Brewin Dolphin for 14 years, with further hires expected.<\/p>\n<p>There are two portfolio ranges, \u201cactive\u201d and \u201cpassive+\u201d and they will operate within the risk profiles 3-8 mapped against Defaqto, Dynamic Planner and EV.<\/p>\n<p>A dedicated UK-based team will run the models, aided by 600 investment professionals from the Julius Baer offices around the world contributing investment research and ideas.<\/p>\n<p>Julius Baer said the launch is part of a \u201clong-term strategic\u201d investment into the UK wealth management market.\u00a0<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/static.ftadviser.com\/public\/images\/icons\/pull-quote-orange.svg\" loading=\"lazy\" class=\"sc-AHTeh kIjpVM\"\/>The opportunity to bring this to the clients of advisers, and to support the IFA market is really exciting<\/p>\n<p>On the decision to enter the UK model portfolio market, the company said: \u201cDemand for outsourced investment solutions continues to rise, driven by evolving client expectations and increasing regulatory complexity &#8211; including new requirements under consumer duty. <\/p>\n<p>\u201cAt the same time, managing portfolios effectively requires deep resources, continuous monitoring, and access to global insights, all of which can be challenging for many IFA firms to maintain independently.\u201d\u00a0\u00a0<\/p>\n<p>As it attempts to grow in the UK market, the company has hired dedicated investment, sales support, business development and marketing staff for the model portfolio range.\u00a0<\/p>\n<p>The range will initially be available on the Fidelity, Morningstar, Aberdeen, Quilter, Transact and Aviva platforms.\u00a0<\/p>\n<p>Gareth Johnson, head of MPS at Julius Baer International, added: \u201cWhat initially drew me to Julius Baer was the not just the size and global scale of the business, but the resource and dedication to positive client outcomes. <\/p>\n<p>\u201cAs a pure play wealth manager, all of our efforts are focussed on wealth management. <\/p>\n<p>\u201cThe opportunity to bring this to the clients of advisers, and to support the IFA market is really exciting and we\u2019ve been able to attract talent that are as motivated and enthusiastic as I am. <\/p>\n<p>\u201cWe are excited to partner, with platforms, risk profilers and other stakeholders in the IFA ecosystem.\u201d<\/p>\n<p>Julius Baer\u2019s entry into the UK model portfolio market mirrors that of another Swiss wealth management outfit, Edmond De Rothschild,<a href=\"https:\/\/www.ftadviser.com\/content\/979521be-b58a-4266-9b91-08f22e464cc7\" rel=\"nofollow noopener\" target=\"_blank\"> which announced in January that it was also entering the UK market.<\/a><\/p>\n<p>david.thorpe@ft.com<\/p>\n","protected":false},"excerpt":{"rendered":"Swiss private banking business Julius Baer is launching a range of model portfolios targeted at UK financial advisers.&hellip;\n","protected":false},"author":2,"featured_media":17712,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[11169,12173,41,17],"class_list":{"0":"post-17711","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-switzerland","8":"tag-ft-adviser","9":"tag-julius-baer-gruppe-ag","10":"tag-swiss","11":"tag-switzerland"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/17711","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=17711"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/17711\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/17712"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=17711"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=17711"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=17711"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}