Client Affairs

Swiss & Global Upgrades Online Access To Funds For Clients

Tom Burroughes, Group Editor, London, 13 October 2014

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The fund management company Swiss & Global Asset Management, which is also the exclusive provider of Julius Baer funds, has upgraded online access to its services.

The fund management company Swiss & Global Asset Management, which is also the exclusive provider of Julius Baer funds, has upgraded online access to its services.

Investors can now find information on the funds via on jbfundnet.com. "With the new tool, we offer our clients a clear and well-structured overview of our range of funds," Martin Rust, Head Marketing Continental Europe, said.

In addition to a search function, the new jbfundnet.com website provides a detailed overview of the funds with data, performance charts and up-to-date comments by investment managers on market developments. Details on portfolio composition and tax information complete the overview. All available documents relating to the individual funds, from fact sheets to KIID documents and sales prospectuses, can be accessed.

In addition, users have the option to create and manage their own profile at jbfundnet.com, with all relevant data, such as their country of domicile, their preferred funds and customised views, allowing them to access all relevant information as soon as they log on.

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