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Julius Baer introduces model portfolios for UK advisers
Yahoo Finance· 2026-02-25 11:38
Julius Baer, a Swiss private bank, has rolled out a suite of model portfolios tailored for UK financial advisers. The new range will be overseen by Gareth Johnson, who previously spent 14 years running the Model Portfolio Service at Brewin Dolphin. The offering consists of two types of portfolios: “active” and “passive+”, reported FT Adviser. Both will cover risk profiles 3-8 as classified by Defaqto, Dynamic Planner and EV, the news publication said. The management of these models will be handled by ...