Julius Baer - Company Profile
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Julius Baer (JB) is a private bank that focuses on wealth management services. The company's main activities include wealth accumulation, preservation, and transfer, offering a holistic advisory approach tailored to individual client needs. JB provides services such as wealth planning, investing, and financing, with a thematic investment philosophy, which includes themes like digital disruption and energy transition. The company serves a diverse clientele, including individuals and families seeking to manage and grow their wealth sustainably. JB operates through a network of offices in key financial centers worldwide, targeting markets across Europe, Asia, the Middle East, and the Americas. JB is headquartered in Zurich, Switzerland.
Headquarters
Switzerland
Address
Bahnhofstrasse 36, Zuerich, 8001
Website
www.juliusbaer.com
Telephone
41 58 8881111
No of Employees
7,595
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*
$18.8B
Net Profit Margin (2024)
XYZ
-22.9%
(2024 vs 2023)
* As of and is in US$
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 | 7,595 | 5,496 | 2,140 | 3,114 | - |
| 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 |
| Peter Burrill | Chief Financial Officer; Director | Executive Board | 2026 | - |
| Stefan Bollinger | Chief Executive Officer | Senior Management | 2025 | 52 |
| Jean Nabaa | Chief Operating Officer | Senior Management | 2026 | - |
| 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 |
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