Julius Baer - Company Profile

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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 provides 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 Europe, Americas, and Asia-Pacific. JB is headquartered in Zurich, Switzerland.

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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 (2022) $6.5B 29.3% (2022 vs 2021)

EPS XYZ

Net Income (2022) XYZ -52.2% (2022 vs 2021)

Market Cap* $12.7B

Net Profit Margin (2022) XYZ -63.0% (2022 vs 2021)

* As of and is in US$
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Julius Baer premium industry data and analytics

1

IT Services Contracts

Improve competitive bidding with insights into all publicly disclosed IT services contracts for Julius Baer (including IT outsourcing, business process outsourcing, systems integration & consulting and more).

1

ICT Spend & Tech Priorities

IT Client Prospector provides intelligence on Julius Baer’s likely spend across technology areas enabling you to understand the digital strategy.

Products and Services

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

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

Year Event Description
2024 Corporate Changes/Expansions In April, the company opened a new office at One@Changi City, Singapore.
2023 Contracts/Agreements In December, the company renewed its partnership with the Elbphilharmonie Hamburg to assist the artistic musical program.
2023 Contracts/Agreements In November, the company signed a binding agreement to sell Kairos to Anima Holding.
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Competitor Comparison

Key Parameters Julius Baer Credit Suisse Group AG Pictet & Cie Group SCA EFG International AG Union Bancaire Privee
Headquarters Switzerland Switzerland Switzerland Switzerland Switzerland
City Zuerich Zuerich Geneva Zuerich Geneva
State/Province - - Genf - Genf
No. of Employees 6,667 50,480 5,300 3,025 614
Entity Type Public Private Private Public Private
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Executives
Name Position Board Since Age
Romeo Lacher Chairman Executive Board 2019 63
Philipp Rickenbacher Chief Executive Officer Senior Management 2019 52
Evie Kostakis Chief Financial Officer Senior Management 2022 47
Nic Dreckmann Chief Operating Officer; Head - Intermediaries Senior Management 2020 49
Marco Parroni Chief Marketing Officer Senior Management 2023 -
Non Dignissim Eros Proin vel Convallis 2024 XY
Non Dignissim Eros Proin vel Convallis 2024 XY
Non Dignissim Eros Proin vel Convallis 2024 XY
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