Julius Baer - Company Profile
Powered by 
All the sales intelligence you need on Julius Baer in one solution.
- Save hours of research time with a comprehensive
Sales Intelligence Solution.
- Understand how Julius Baer fits into your total
addressable market and Ideal Customer Profile.
- Gain competitive edge with triggers that tell you
when and how to engage with Julius Baer.
Get in touch about GlobalData Company reports
Contact the team or request a demo to find out how our data can drive your business forward
Julius Baer (JB) is an international wealth management group. It provides wealth management and advisory services focused on wealth accumulation, preservation, and transfer. Its services include wealth planning, investment advisory and discretionary mandates, financing, family-office services, and responsible and sustainable investment solutions. Its clients include individuals and families seeking support with financial, business, and personal wealth objectives, including succession, retirement, and philanthropy. The company provides access to specialists and investment options through its international offices and open product platform. It serves private wealth clients across Europe, Asia-Pacific, the Middle East, and the Americas, with offices in locations including Zurich, London, Hong Kong, Singapore, Dubai, and Mexico City. JB is headquartered in Zurich, Switzerland.
Headquarters
Switzerland
Address
Bahnhofstrasse 36, Zuerich, 8001
Website
www.juliusbaer.com
Telephone
41 58 8881111
No of Employees
7,675
Industry
Financial Services
Ticker Symbol & Exchange
BAER (SWF)
Revenue (2024)
$7.3B
-3.1%
(2024 vs 2023)
EPS
XYZ
Net Income (2024)
XYZ
-25.3%
(2024 vs 2023)
Market Cap*
$18.0B
Net Profit Margin (2024)
XYZ
-22.9%
(2024 vs 2023)
* As of and is in US$
Julius Baer premium industry data and analytics
Products and Services
| Products | Services | Brands |
|---|---|---|
| Investment: | Discretionary Mandates: | Julius Baer |
| Third-Party Products | Wealth Management | |
| Equities: | Reporting | |
| XYZ | XYZ | |
| XYZ | XYZ | |
| XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2025 | Acquisitions/Mergers/Takeovers | In November, the company acquired HippoThinks, a content strategy and marketing firm. |
| 2025 | Regulatory Approval | In October, the company won the regulatory clearances to launch a new branch of Bank Julius Baer Europe in Lisbon, Portugal. |
| 2025 | Regulatory Approval | In March, the company received approval to open a new office in Milan, Italy. |
Competitor Comparison
| Key Parameters | Julius Baer | Pictet & Cie Group SCA | Union Bancaire Privee | EFG International AG | Bank J Safra Sarasin Ltd |
|---|---|---|---|---|---|
| Headquarters | Switzerland | Switzerland | Switzerland | Switzerland | Switzerland |
| City | Zuerich | Geneva | Geneva | Zurich | Basel |
| State/Province | - | Genf | Genf | - | Basel-Stadt |
| No. of Employees | 7,675 | 5,496 | 2,667 | 3,299 | 1,308 |
| Entity Type | Public | Private | Private | Public | Private |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Noel Quinn | Chairman | Executive Board | 2025 | 64 |
| Stefan Bollinger | Chief Executive Officer | Senior Management | 2025 | 52 |
| Peter Burrill | Chief Financial Officer | Senior Management | 2026 | 55 |
| Jean Nabaa | Chief Operating Officer | Senior Management | 2026 | 48 |
| Ivan Ivanic | Chief Risk Officer | Senior Management | 2025 | 52 |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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