In collaboration with Bank Julius Baer, which has been active as an issuer on BX Swiss for many years, BX Swiss is launching an innovative segment exclusively open to qualified investors. The new “Sponsored Qualified Investor Funds (QIF-KKA)” segment offers a new dimension of flexibility and transparency in the fund market.

The continuous tradability of traditional investment funds which restrict investor eligibility to qualified investors (in accordance with article 10 paragraph 3 of the Federal Act on Collective Investment Schemes (CISA)) includes all benefits of  exchange trading that are unavailable within conventional primary market processing; namely quicker reaction to market changes and usage of different order types, such as limit orders and to implement investment strategies more efficiently. As a market maker, Bank Julius Baer provides attractive spreads and minimum volumes alongside binding bid and ask prices, ensuring high liquidity and a smooth market environment.

The renowned Swiss private bank has been an issuer on BX Swiss since 2021, launching products for the deriBX segment (structured products) early on, and in 2023 the “Sponsored Funds” segment (for investment funds open to all investors), where it also acts as market maker.

‘The launch of this new trading segment is the result of our long-lasting, successful partnership with Bank Julius Baer. Together, we are setting new standards for the fund market by enabling investors to continuously trade in investment funds eligible to qualified investors,’ says Lucas Bruggeman, CEO of BX Swiss.

‘Qualified and/or institutional investors benefit in the BX Swiss Sponsored Qualified Investor Funds (QIF-KKA) trading segment from standardized and transparent order execution of traditional investment funds eligible to qualified investors, as well-known from all other financial instruments,’ emphasizes Beat Auerbach from the responsible fund trading team at Bank Julius Baer.

Press release in PDF.  

Press contact:

Olivia Hähnel
Phone: +41 31 329 40 66
Email: olivia.haehnel@bxswiss.com

About BX Swiss

BX Swiss AG is an established stock exchange based in Zurich. BX Swiss AG is part of the international Stuttgart Stock Exchange Group and is subject to the Financial Market Infrastructure Act and supervision by the Swiss Financial Market Supervisory Authority FINMA.

BX Swiss offers active investors a trustworthy and secure access to a broadly diversified portfolio of financial products ranging from structured products (deriBX), equities from over 30 markets in Swiss Francs, AMCs (Actively Managed Certificates), ETFs, ETPs on various cryptocurrencies, bonds and funds.

Swiss SMEs find an ideal trading platform at BX Swiss with the exchange trading segment SME Main Market through which they gain access to new investors as well as a diversified shareholder base.

With BX Swiss TV and BX plus, BX Swiss offers its own comprehensive knowledge and content platform, which provides market and stock exchange data in a clear and comprehensible manner, guarantees a high level of transparency, and promotes an interactive exchange.

About Julius Baer  

Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advising sophisticated private clients. In all we do, we are inspired by our purpose: creating value beyond wealth. At the end of 2024, assets under management amounted to CHF 497 billion. Bank Julius Baer & Co. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Leader Index (SLI), comprising the 30 largest and most liquid Swiss stocks.

Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.

More information: www.juliusbaer.com.

Media Relations, Julius Baer
Email: media.relations@juliusbaer.com