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.
Julius Baer premium industry data and analytics
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 |
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. |
Competitor Comparison
Key Parameters | Julius Baer | Credit Suisse Group AG | Pictet & Cie Group SCA | EFG International AG | Vontobel Holding AG |
---|---|---|---|---|---|
Headquarters | Switzerland | Switzerland | Switzerland | Switzerland | Switzerland |
City | Zuerich | Zuerich | Geneva | Zuerich | Zuerich |
State/Province | - | - | Genf | - | Zurich |
No. of Employees | 6,667 | 50,480 | 5,300 | 3,025 | 2,275 |
Entity Type | Public | Private | Private | Public | Public |
Key Financial Charts
Sales Growth
Net Income Growth
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 | Head - Intermediaries; Chief Operating Officer | 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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