The Swiss bank has turned actively managed certificates (AMCs) into a flexible, cost-efficient bridge between structured products and discretionary strategies.
Julius Baer is reshaping how active strategies are structured and delivered, using actively managed certificates (AMCs) as a flexible, operationally efficient bridge between structured products and discretionary mandates. Speaking with SRP, Daniel Espineira, head of structured products institutional sales, outlined how speed, transparency and digital capability are defining the Swiss bank’s approach, and why AMCs are gaining traction with asset managers and ultra‑high‑net‑worth clients.