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:
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Private Banking:
- Provides tailored wealth management services, including financial planning, investment management, and estate planning.
- Focuses on personalized solutions for affluent clients.
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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.
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Wealth Planning:
- Supports clients with succession planning, inheritance strategies, and tax-efficient solutions.
- Advises on international wealth transfer and family governance.
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Global Custody and Reporting:
- Provides custody services for a wide range of assets and comprehensive financial reporting.
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Sustainability and Impact Investing:
- Focuses on responsible investing by offering products and solutions aligned with environmental, social, and governance (ESG) principles.
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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.