Yuanpei Liu, CIIA

Bank Julius Baer is the international reference in Private Banking, based on a solid Swiss heritage. For over 130 years, we have helped individuals and families across the world preserve and grow their wealth. Throughout this time, we have demonstrated the same mindset as many of our clients, with our entrepreneurial spirit stemming from our rich family heritage as a Swiss private bank. At Bank Julius Baer, I build lasting relationship based on client's needs and I provide Financial Advice to help my clients achieve their financial ambitions and objectives. This includes:• Wealth Creation - Finding the best investment strategy to grow your wealth over the long term• Wealth Preservation - Helping you to preserve your wealth for the next generation or your future endeavours• Wealth Transfer - Defining solutions that enable you to successfully transfer your wealth to the next generation, according to your personal wishesServices I can provide with:• Wealth Planning (Wealth structuring; Financial planning; Trusts, Foundations and Insurance; taxation and relocation,...)• Investment Management (Bespoke portfolio solutions, Hedge Fund portfolio, Conservative Equity, Private Equity,...)• Advisory Solutions (In-house research, best-in-class fund selection, Mandates, Direct Access Services,...)• Financing (Lombard lending, real estate lending, structured lending solutions, non-traditional lending,...)