Julius Baer – Competitor Profile

Powered by

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

Julius Baer Competitor Profile Overview

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. The bank has a global presence, but Europe remains its largest market. It boasts a presence across 12 countries in the region, including its home market Switzerland. Julius Baer is focusing on growth in Asia-Pacific, Brazil, and the Middle East by hiring additional relationship managers and completing M&A deals.

The Julius Baer competitor profile report comprehensively analyzes Julius Baer’s private banking operations. It offers insights into the company’s strategy and financial performance, including key data on AUM. Customer targeting and service propositions are covered, as are product innovation and marketing activities.

Key Strategy Parameters ·        Structure

·        Stakeholders

·        Global Presence

·        Divestments

·        Active Jobs and Theme Activity

·        Company Filings

·        Digital Transformation and ICT Spending

Key Financial Performance Parameters ·        Group Performance

·        Cost/Revenue Ratio Analysis

·        Assets

·        Peer Comparison

Key Brand-Building Activities ·        CSR

·        Sponsorships

·        Social Media Presence

Enquire & Decide Discover the perfect solution for your business needs. Enquire now and let us help you make an informed decision before making a purchase.

Buy the Full Report for Additional Information about Julius Baer

Download a Free Sample Report

Julius Baer – Strategy

The Julius Baer competitor profile report covers key strategies in terms of company structure, stakeholders, global presence, divestments, active jobs, theme activity, company filings, and digital transformation and ICT spending, among others.

Company Structure: Julius Baer mainly provides private banking services to private clients and family offices and serves external asset managers.

In January 2020, Julius Baer remodeled its business by combining five regions serving private clients into three geographic front units which are Switzerland and Europe, the Middle East, and Africa; Asia-Pacific; and the Americas. The Asia-Pacific and Americas regions continue to operate as standalone divisions, reflective of the bank’s ongoing focus on expanding in these growth markets.

Julius Baer Locations

Julius Baer Locations

Buy the Full Report for Strategy-Wise Insights of Julius Baer

Download a Free Sample Report

Julius Baer – Financial Performance

In 2022, owing to adverse market conditions, Julius Baer’s operating revenues as well as net fee and commission income declined marginally. This was mainly due to a decline in AUM, which affected advisory and management fees, while a slowdown in client activity impacted brokerage commissions. Higher interest rates drove income from loans and the treasury portfolio, with the latter also benefitting from higher reinvestment volumes. Net income from financial instruments also rose due to higher interest rates.

Buy the Full Report for Insights into Julius Baer’s Financial Performance

Download a Free Sample Report

Julius Baer – Customers and Products

Julius Baer provides a wide range of traditional wealth planning, credit, and investment management services to HNW and UHNW clients. This includes philanthropic and relocation services as well. Julius Baer has a private client services department with operations in Zurich, Hong Kong (China SAR), and Singapore that advises on areas including structured solutions, mergers and acquisitions, private investments, and asset financing. Julius Baer further expanded its philanthropy advisory services by increasing the number of philanthropy advisory mandates and launched the 3i Family Philanthropy Day to provide a platform for families to involve the next generation in their philanthropic commitments.

Julius Baer Customers and Products

Julius Baer Customers and Products

Buy the Full Report for Customer and Product Insights of Julius Baer

Download a Free Sample Report

Julius Baer – Brand-Building Activities

Julius Baer Foundation is the primary grant-making foundation of the Julius Baer Group. It carries out corporate social responsibility projects together with the group’s employee-led engagement movement JB Cares. The foundation supports projects based on its core focus areas of wealth inequality and education inequality, as well as areas such as solutions replacing plastics, solidarity, and arts.

Buy the Full Report for More Information on the Brand-Building Activities of Julius Baer

Download a Free Sample Report

Scope

• While Julius Baer has a global presence, Europe remains its largest market. It boasts a presence across 12 countries in the region, including its home market Switzerland. The bank is focusing on growth in Asia-Pacific, Brazil, and the Middle East by hiring additional relationship managers and completing M&A deals.

• Environmental, social, and governance remains a key focus. In 2022, Julius Baer launched a new impact investing methodology for private markets. The bank also expanded Sustainability Circle, which is a platform for its clients to share insights on sustainability topics.

• Julius Baer is 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.

Key Highlights

  • While Julius Baer has a global presence, Europe remains its largest market. It boasts a presence across 12 countries in the region, including its home market Switzerland. The bank is focusing on growth in Asia-Pacific, Brazil, and the Middle East by hiring additional relationship managers and completing M&A deals.
  • Environmental, social, and governance remains a key focus. In 2022, Julius Baer launched a new impact investing methodology for private markets. The bank also expanded Sustainability Circle, which is a platform for its clients to share insights on sustainability topics.
  • Julius Baer is 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.
  • Benchmark the company against other global wealth managers.
  • Understand its current strategic objectives and their impact on financial performance.
  • Discover Julius Baer’s key products and client targeting strategies.
  • Learn more about Julius Baer’s marketing strategy, social media presence, and digital innovations.

Julius Baer
Fransad Gestion
Kuoni Mueller & Partner
NSC Asesores
Stratos Wealth Partners
Wergen & Partner
Tenity
SEBA Bank
MarketAxess
Swiss Red Cross
Baan Dek Foundation

Table of Contents

Executive Summary

Strategy

Financial Performance

Customers and Products

Brand-Building Activities

Appendix

Frequently asked questions

Julius Baer – Competitor Profile thematic reports
Currency USD
$1,295

Can be used by individual purchaser only

$2,590

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 Request a Free Sample

Get in touch to find out about multi-purchase discounts

reportstore@globaldata.com
Tel +44 20 7947 2745

Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.

Sample Report

Julius Baer – Competitor Profile was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:

  • Assess the relevance of the report
  • Evaluate the quality of the report
  • Justify the cost

Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.

Below is a sample report to understand what you are buying

See what our customers are saying

“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
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 Julius Baer – Competitor Profile in real time.

  • Access a live Julius Baer – Competitor Profile 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.