Invest sustainably in what is meaningful and important to you.
At Novelty, we enable you to make a positive impact both now and in the future. The key to achieving this lies in deeply understanding your unique needs, such as your wealth goals and how you wish to accumulate, preserve, and transfer your wealth to the next generation. Our sustainability strategy highlights our commitment to serving as a trusted partner on your sustainability journey. Our aim is to provide the transparent and reliable insights you need to make informed choices.
Every investment journey is personal, and we assist our clients in investing in what matters most to them. To help you define your journey, we offer:
- Guidance on clearly articulating your values, ambitions, and profile.
- Transparency on your portfolio’s sustainability profile and an investment ‘health check’.
- Support in co-creating a strategy that aligns with your objectives.
Once you have defined these elements, we accompany you every step of the way with the support of a comprehensive ecosystem comprising:
- Methodology & Client Reporting: We provide transparent reports on sustainability performance, utilizing a robust ESG methodology to assess and categorize investments.
- Products and Solutions: We offer a range of ESG-related investments and philanthropic ventures tailored to your personal profile and ambitions. Our approach includes responsible investing, sustainable investing, impact investing, and philanthropy services.
- Research & Thought Leadership: We leverage our expertise to share relevant information on current and future sustainability, impact, and philanthropy trends.
- Client Community & ESG Knowledge: We create networking opportunities to connect you with like-minded individuals, families, investors, and experts, enhancing your impact through connections. Our Sustainability Circle is an initiative that fosters these engagements.
Reliability and transparency are at the core of responsible wealth management at Julius Baer, and we are dedicated to supporting you in making informed decisions on your sustainability journey.