How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Global investors are jittery as markets navigate a world of rising interest rates, soaring inflation and the impact of China’s strict Covid policies on the global economy.
Julius Baer’s shift toward offering crypto services is in stark contrast to Zurich rival UBS, which so far has said it’s not interested in advising clients on “speculative” assets.