This competitor profile provides a comprehensive analysis of Julius Baer’s operations. It offers insight into the company’s strategy and financial performance, including key data on assets under management. Customer targeting, service propositions, and product innovations are also covered.

Headquartered in Zurich, Julius Baer is a Swiss private bank that provides clients with a range of wealth management services. All private banking activities are listed under Julius Baer Group Ltd. Effective from January 2020, Julius Baer combined five regions serving private clients into three geographic units: Switzerland and Europe, the Middle East, and Africa; Asia=Pacific; and the Americas.


– Despite COVID-19-induced disruptions, the group reported a robust financial performance in 2021. Julius Baer has benefitted from its three-year strategic plan implemented in February 2020, which was designed to improve revenues and minimize costs.

– Environmental, social, and governance remains a key focus of the group. In 2021, Julius Baer launched a new Climate Strategy to achieve net-zero greenhouse gas emissions from its operations by 2030. It also launched Sustainability Circle, a platform for clients to share insights on sustainability topics.

– Julius Baer is also focusing on offering digital asset services to its HNW clients. It plans to integrate digital assets into its wealth management services by first offering relevant advice and research to its targeted clients.

Reasons to Buy

– Examine the financial performance, key ratios, and AUM growth of Julius Baer and benchmark this competitor against other global wealth managers.

– Understand Julius Baer’s current strategic objectives and their impact on its financial performance.

– Discover Julius Baer’s key products and client targeting strategies and examine whether these have been successful.

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

Key Players

Julius Baer
Fransad Gestion
Kuoni Mueller & Partner
NSC Asesores to Stratos Wealth Partners
J & E Davy Holdings
Wecan Comply

Table of Contents

Table of Contents

Executive Summary


Financial Performance

Customers and Products

Brand-Building Activities



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