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
Website
www.juliusbaer.com
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*
$11.6B
Net Profit Margin (2020)
XXX
47.5%
(2020 vs 2019)
* As of and is in US$
Access premium data and analytics for Julius Baer
Products and Services
| Products | Services |
|---|---|
| Investment: | Discretionary Mandates: |
| Third-Party Products | Wealth Management |
| Open Product and Service Platform: | Risk Mitigation |
| XXX | XXX |
| XXX | XXX |
| XXX | XXX |
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. |
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 |
Key Financial Charts
Sales Growth
Net Income Growth
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 |
Still looking?
Have you found what you were looking for? From start-ups to market leaders, uncover what they do and how they do it.
Explorer
Access more premium companies when you subscribe to Explorer