Julius Gate

Private Banking

For clients with larger capital. The same platform underneath — with terms, access and attention that grow with your commitment.

Terms and arrangements are always presented at a personal meeting. Your account manager will be pleased to tell you more.

PHOTO: Head of Private Banking — professional headshot, dark background
“Our job begins where the standard solutions end. You get a named contact, terms that follow your capital and a direct line to us — every day.”

Stefan B, Head of Private Banking

An institutional-grade platform

The same execution and market coverage as our institutional clients — in your browser or on your phone.

Terms that follow your capital

Spreads, commissions and rates improve automatically as your total capital grows. No negotiations, no hidden thresholds.

Insight and research

Daily market commentary, equity research and macro overviews from our research team and partners.

Privileges and network

Invitations to events, market briefings and a network of clients with similar questions.

Currency accounts

Hold balances in CHF, EUR, SEK, NOK and DKK. Trade in local currency without a conversion fee on every trade.

Algorithmic trading

API access and support for rule-based execution — for clients who want to systematise their trading.

Portfolio financing

Use existing positions as collateral to free up capital, at rates that improve by tier.

Securities lending

Put qualifying holdings to work through our lending programme with partner banks.

Research

In-depth equity and macro research, weekly letters and direct access to the research team at higher tiers.

Reserved for our Private Banking clients

Exclusive onboarding kit

A carefully composed welcome at the start: a personal walkthrough of the platform, your agreements and documents in printed form, and a direct line to your account manager from day one.

Exclusive placements

Early access to new listings, blocks and placements arranged through our partners — before they reach a wider audience.

Events and network

Market briefings, dinners and seminars with portfolio managers, analysts and fellow clients at your tier.

Family office and foundations

Structures for families, holding companies and foundations — with consolidated reporting and legal coordination via partners.

Property investments

Selected off-plan projects with security arrangements — for personal use or as an investment, with a target return of 12% per year. Projected returns are not guaranteed and may fail to materialise.

Tax and legal advisory

Through our partners you gain access to qualified advice on tax, legal matters and succession. Your contact coordinates it all — one way in, whatever the question. Advisory services are provided by independent partners and may carry a separate cost.