September 2008

CUSTODY 2008: Julius Baer View from the Top

steimer.jpgGeri Steimer

head of business
development
Julius Baer Custodian Services

Since we are a leading wealth manager, we
strongly develop our five-star custodian services for family offices. In
addition to our private banking services we provide enhanced custody solutions
for private persons “with institutional requirements”, eg, consolidated
reporting (customised summaries) and the cooperation with external asset
managers and consultants.

Due to the growing investment horizon of
our clients and the increasing number of investment products, our network
management implemented several new countries into our sub-custodian network. We
maintain a worldwide network of connections with carefully selected,
first-class sub-custodians. In an ongoing process we address the most careful
attention to their quality, security and efficiency, as well as their
country-specific know-how.

As the custodian and the administrator of
customised private label funds we are anxious to extend our activities
regarding the timely pricing of hedge funds with a proactive approach.