Julius Baer – Competitor Profile
Powered by
All the vital news, analysis, and commentary curated by our industry experts.
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. Julius Baer's customer targeting efforts, service proposition, 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. Julius Baer simplified its organizational structure to become more agile. 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
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.
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
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
Frequently asked questions
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.
Related reports
View more Wealth Management reports

