Super League In-Depth Analysis: Julius Baer 2016

Powered by

All the vital news, analysis, and commentary curated by our industry experts.

$1295

Julius Baer is a Swiss financial services provider that offers clients a range of wealth management services. Led by CEO Boris F J Collardi, Julius Baer does not specialize in a particular demographic segment beyond HNW; rather, the company’s customer targeting strategy aims to create a global footprint. Julius Baer carries out its global expansion by pursuing a merger and acquisition (M&A) strategy: it has entered markets around the world as part of its plan to continuously invest in existing businesses and adapt to shifts in the investment behavior of clients.

Scope

Julius Baer continues to expand its presence in its home market Switzerland.

Although Europe remains the company’s largest market, nearly a quarter of the company’s assets under management (AUM) currently stem from clients in Asia Pacific. Julius Baer is also pushing heavily into Latin America at a time when competitors are withdrawing from the region.

In July 2016 the company announced a restructuring and now operates five standalone divisions: Europe, Asia Pacific, emerging markets, Latin America, and Switzerland.

Julius Baer plans to reduce executive board compensation by 10% as a result of a cross-border settlement with the US Department of Justice over an investigation into whether the company helped clients evade taxes in 2009 and 2010.

The company has been steadily growing its revenues, and currently focuses on controlling expenses as its cost/revenue ratio grew significantly between 2010 and 2013.

Julius Baer has a limited presence on social media platforms, preferring to build and strengthen client relationships outside of digital channels. The company has a basic profile on LinkedIn, including a wealth management page for the company’s Asia Pacific division.

Reasons to Buy

Examine the financial performance and key ratios for Julius Baer and benchmark this competitor against other global wealth managers.

Explore Julius Baer’s recent M&A and growth strategies and their impact on its AUM growth and financial performance.

Understand Julius Baer’s client targeting strategies and examine whether these have been successful.

Learn more about Julius Baer’s marketing strategy, social media presence, and digital innovations.

Commerzbank International S.A. Luxembourg (CISAL)
FIA Formula E
Fransad Gestion SA
GPS Investimentos
Jupai Holdings Ltd
Julius Baer
Julius Baer Gold Cup
Kairos Investment Management
Merrill Lynch
Merrill Lynch International Wealth Management
NSC Asesores
TFM Asset Management
Warmond Trustees and Executors

Table of Contents

1. Executive Summary

2. Strategy

3. Financial Performance

4. Customers & Products

5. Marketing & Advertising

6. Appendix

Table

N/A

Figures

N/A

Frequently asked questions

Super League In-Depth Analysis: Julius Baer 2016 standard reports
Currency USD
$1,295

Can be used by individual purchaser only

$3,885

Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company


Undecided about purchasing this report?

Enquire Before Buying

Get in touch to find out about multi-purchase discounts

reportstore@globaldata.com
Tel +44 20 7947 2745

See what our customers are saying
testimonial-image
testimonial-image
testimonial-image
testimonial-image
testimonial-image
testimonial-image
testimonial-image

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise.  The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS
Financial Services
New
Global Cyber Insurance Market 2026
$3,450 | October 2026
Financial Services
New
Norway Cards and Payments: Opportunities and Risks to 2030
$2,750 | October 2026
Financial Services
New
Argentina Cards and Payments: Opportunities and Risks to 2030
$2,750 | October 2026
Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at Super League In-Depth Analysis: Julius Baer 2016 in real time.

  • Access a live Super League In-Depth Analysis: Julius Baer 2016 dashboard for 12 months, with up-to-the-minute insights.
  • Fuel your decision making with real-time deal coverage and media activity.
  • Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.