Julius Baer (JB) is a Swiss private banking group primarily engaged in wealth management activities. The company focuses on wealth accumulation, preservation, and transfer, offering services such as wealth planning, investing, and financing. JB operates in Switzerland, Europe, Asia, and South America, with assets under management amounting to CHF521 billion as of December 31, 2025. JB provides a range of services centered around wealth management, including investment expertise, wealth planning, and financing solutions. The company employs a holistic advisory approach to tailor financial solutions to individual client needs, focusing on wealth accumulation, preservation, and transfer. Their investment philosophy includes thematic investing, with a focus on long-term trends and megatrends such as digital disruption, energy transition, feeding the world, future cities, and future health. The company provides independent research with a global perspective, covering areas like macroeconomics, currencies, fixed income, equities, commodities, and thematic research. Additionally, JB offers a comprehensive ecosystem for clients, including methodology and client reporting, products and solutions, research and thought leadership, and a client community for networking opportunities. JB is present in around 25 countries and 60 locations, with its headquarters in Zurich and offices in locations including Abu Dhabi, Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Mumbai, Singapore, and Tokyo.