Julius Baer Group

 

Julius Baer Group is a leading Swiss private banking and wealth management institution, headquartered in Zurich, Switzerland. With a history dating back to 1890, it is known for its expertise in managing the wealth of high-net-worth and ultra-high-net-worth individuals worldwide.

Core Services:

1. Private Banking:

   • Provides tailored wealth management services, including financial planning, investment management, and estate planning.
   • Focuses on personalized solutions for affluent clients.

2. Investment Advisory:

   • Offers advisory and discretionary portfolio management services.
   • Specializes in managing assets across diverse asset classes such as equities, bonds, alternative investments, and structured products.

3. Wealth Planning:

   • Supports clients with succession planning, inheritance strategies, and tax-efficient solutions.
   • Advises on international wealth transfer and family governance.

4. Global Custody and Reporting:

   • Provides custody services for a wide range of assets and comprehensive financial reporting.

5. Sustainability and Impact Investing:

   • Focuses on responsible investing by offering products and solutions aligned with environmental, social, and governance (ESG) principles.

6. Research and Insights:

• Provides market insights, economic forecasts, and investment opportunities through a dedicated research team.

Key Facts:

• Founded: 1890 by Julius Bär.
• Global Reach: Operates in over 25 countries, with key markets in Europe, Asia-Pacific, Latin America, and the Middle East.
• Leadership: Led by CEO Philipp Rickenbacher, who has emphasized sustainable growth and digital transformation.
• Core Market: Primarily serves high-net-worth and ultra-high-net-worth individuals, families, and entrepreneurs.
• Client-Centric Approach: Known for its personalized, relationship-driven approach to wealth management.

Julius Baer is widely regarded as a symbol of Swiss banking excellence and discretion, combining traditional private banking values with modern innovation and a focus on sustainability.