Julius Baer (JB) is a provider of private banking services. The bank provides bonds, equities, fixed income, alternative investments, and international investments. Its service offerings include discretionary wealth management, non-traditional investment funds and commodities, investment solutions, securities trading, foreign exchange, and precious metal trading. The bank provides global custody, Lombard lending, real estate financing, research, wealth financing, and wealth planning. It also offers equities advisory, equities, and structured products execution, and fixed income advisory and execution, among others. The bank serves high-net-worth individuals, wealthy families, family offices, and corporate clients through branch offices, online portals, and wealth advisors in the Americas, Europe, and Asia-Pacific. JB is headquartered in Zurich, Switzerland.

Headquarters Switzerland

Address Bahnhofstrasse 36, Zuerich, 8001


Telephone 41 58 8881111

No of Employees 6,667

Industry Financial Services

Ticker Symbol & Exchange BAER (SWF)

Revenue (2020) $4.7B 5.1% (2020 vs 2019)

EPS XXX

Net Income (2020) XXX 55% (2020 vs 2019)

Market Cap* $11.6B

Net Profit Margin (2020) XXX 47.5% (2020 vs 2019)

* As of and is in US$

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ICT Spend & Tech Priorities

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Products and Services

Products Services
Investment: Discretionary Mandates:
Third-Party Products Wealth Management
Open Product and Service Platform: Risk Mitigation
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History

History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.

Year Event Description
2022 Plans/Strategy In June, the company announced its plans to setup an advisory office in Qatar to expand its Middle East footprint.
2022 Contracts/Agreements In June, the company agreed to offload Geneva-based wealth manager Fransad Gestion to its management team.
2022 Others In June, the company issued US$400 million Perpetual Tier 1 Subordinated Bonds.
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Competitor Comparison

Key Parameters Julius Baer Credit Suisse Group AG Pictet & Cie Group SCA Vontobel Holding AG EFG International AG
Headquarters Switzerland Switzerland Switzerland Switzerland Switzerland
City Zuerich Zuerich Geneva Zuerich Zuerich
State/Province - - Genf - -
No. of Employees 6,667 51,410 5,040 2,160 3,003
Entity Type Public Public Private Public Public
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Executives
Name Position Board Since Age
Romeo Lacher Chairman Executive Board 2019 61
Philipp Rickenbacher Chief Executive Officer Senior Management 2019 50
Evie Kostakis Chief Financial Officer Senior Management 2022 45
Nic Dreckmann Head - Intermediaries; Chief Operating Officer Senior Management 2020 47
Oliver Bartholet Chief Risk Officer Senior Management 2018 55
Non Dignissim Eros Proin vel Convallis 2022 XX
Non Dignissim Eros Proin vel Convallis 2022 XX
Non Dignissim Eros Proin vel Convallis 2022 XX
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