Julius Baer introduces model portfolios for UK advisers [Yahoo! Finance]
JULIUS BAER GRP UNSP/ADR (JBAXY)
NASDAQ:AMEX Investor Relations:
juliusbaer.com/group/en/investors
Company Research
Source: Yahoo! Finance
Julius Baer, a Swiss private bank, has rolled out a suite of model portfolios tailored for UK financial advisers. The new range will be overseen by Gareth Johnson, who previously spent 14 years running the Model Portfolio Service at Brewin Dolphin. The offering consists of two types of portfolios: “active” and “passive+”, reported FT Adviser. Both will cover risk profiles 3-8 as classified by Defaqto, Dynamic Planner and EV, the news publication said. The management of these models will be handled by a UK-based team, with input from Julius Baer's network of 600 investment professionals globally. The new team includes Joshua Dale, Thomas Watts, Jennifer Christian, Gemma Mitchell, Tim Coverdale, Steven Fox and Jenna Saeb, according to a LinkedIn post by Julius Baer International CEO David Durlacher. This development forms part of the bank's “long-term strategic” focus on the UK wealth management sector. The company was quoted as saying by FT Adviser: “Demand for outsource
Show less
Read more
Impact Snapshot
Event Time:
JBAXY
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
JBAXY alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
JBAXY alerts
High impacting JULIUS BAER GRP UNSP/ADR news events
Weekly update
A roundup of the hottest topics
JBAXY
News
- Azimut's €70 Million Private Placement Tests Growth Story And Balance Sheet [Yahoo! Finance]Yahoo! Finance
- U.S. moves to cut off a Swiss bank over alleged Iran and Russia money flows [BNN Bloomberg (Canada)]BNN Bloomberg
- US moves to cut off a Swiss bank over alleged Iran and Russia money flows [Yahoo! Finance Canada]Yahoo! Finance Canada
- US moves to cut off a Swiss bank over alleged Iran and Russia money flows [Yahoo! Finance]Yahoo! Finance
- SMBC and Julius Baer plan India tech hubs – report [Yahoo! Finance]Yahoo! Finance