Key Highlights
Julius Baer (JB) is a private bank that focuses on wealth management services. The company's main activities include wealth accumulation, preservation, and transfer, offering a holistic advisory approach tailored to individual client needs. JB provides services such as wealth planning, investing, and financing, with a thematic investment philosophy, which includes themes like digital disruption and energy transition. The company serves a diverse clientele, including individuals and families seeking to manage and grow their wealth sustainably. JB operates through a network of offices in key financial centers worldwide, targeting markets across Europe, Asia, the Middle East, and the Americas. JB is headquartered in Zurich, Switzerland.Scope
- Detailed information on Julius Baer required for business and competitor intelligence needs
- A study of the major internal and external factors affecting Julius Baer in the form of a SWOT analysis
- An in-depth view of the business model of Julius Baer including a breakdown and examination of key business segments
- Intelligence on Julius Baer's mergers and acquisitions (M&A), strategic partnerships and alliances, capital raising, private equity transactions, and financial and legal advisors
- News about Julius Baer, such as business expansion, restructuring, and contract wins
- Large number of easy-to-grasp charts and graphs that present important data and key trends
Reasons to Buy
- Gain understanding of Julius Baer and the factors that influence its strategies.
- Track strategic initiatives of the company and latest corporate news and actions.
- Assess Julius Baer as a prospective partner, vendor or supplier.
- Support sales activities by understanding your customers' businesses better.
- Stay up to date on Julius Baer's business structure, strategy and prospects.
Table of Contents
- Company Snapshot
- Julius Baer: Company Overview
- Julius Baer: Overview and Key Facts
- Julius Baer: Overview
- Julius Baer: Key Facts
- Julius Baer: Key Employees
- Julius Baer: Key Employee Biographies
- Julius Baer: Major Products and Services
- Julius Baer: Management Statement
- Julius Baer: Locations and Subsidiaries
- Julius Baer: Key Competitors
- Julius Baer: Company Analysis
- Julius Baer: Business Description
- Julius Baer: SWOT Analysis
- Julius Baer: SWOT Overview
- Julius Baer: Strengths
- Julius Baer: Weaknesses
- Julius Baer: Opportunities
- Julius Baer: Threats
- Julius Baer: Corporate Financial Deals Activity
- Julius Baer: Financial Deals Overview
- Julius Baer: Targets and Partners
- Julius Baer: Top Deals 2021 - 2025YTD*
- Julius Baer: Advisors
- Julius Baer: Top Legal Advisors
- Julius Baer: Top Financial Advisors
- Julius Baer: Mergers and Acquisitions
- Julius Baer: Corporate Venturing
- Julius Baer: Capital Raising
- Julius Baer: Divestments
- Julius Baer: Recent Developments
- Julius Baer: News and Events Summary
- Julius Baer: Business Expansion
- Julius Baer: Contracts
- Julius Baer: Corporate Governance
- Julius Baer: Financial Deals
- Julius Baer: Financial Performance
- Julius Baer: Regulatory and Legal Events
- Julius Baer: Strategy and Operations
- Appendix
- Contact the Publisher
- Methodology
- About the Analyst
Table 1: Julius Baer: Key Facts
Table 2: Julius Baer: Key Employees
Table 3: Julius Baer: Locations and Subsidiaries
Table 4: Julius Baer: Key Competitors
Table 5: Julius Baer: Deal Activity by Deal Type - Volume (TTM*)
Table 6: Julius Baer: Deal Activity by Deal Type - Volume (2021 - YTD*2025)
Table 7: Julius Baer: Targets and Partners
Table 8: Julius Baer: Top Deals 2021 - 2025YTD*
Table 9: Julius Baer: Legal Advisor Ranking by Value (US$m)
Table 10: Julius Baer: Financial Advisor Ranking by Value (US$m)
Table 11: Julius Baer: M&A Volume and Value Trend (2021 - YTD*2025)
Table 12: Julius Baer: M&A Activity by Geography (2021 - YTD*2025)
Table 13: Julius Baer: Corporate Venturing Volume and Value Trend (2021 - YTD*2025)
Table 14: Julius Baer: Corporate Venturing by Geography (2021 - YTD*2025)
Table 15: Julius Baer: Capital Raising Volume and Value Trend (2021 - YTD*2025)
Table 16: Julius Baer: Capital Raising by Deal Type (2021 - YTD*2025)
Table 17: Julius Baer: Divestments Volume and Value Trend (2021 - YTD*2025)
Table 18: Julius Baer: Divestments by Geography (2021 - YTD*2025)
Table 19: Julius Baer: News and Events Summary
Table 20: Julius Baer: Business Expansion
Table 21: Julius Baer: Contracts
Table 22: Julius Baer: Corporate Governance
Table 23: Julius Baer: Financial Deals
Table 24: Julius Baer: Financial Performance
Table 25: Julius Baer: Regulatory and Legal Events
Table 26: Julius Baer: Strategy and Operations
List of Figures
Figure 1: Julius Baer: Deal Activity by Deal Type - Volume (TTM*)
Figure 2: Julius Baer: Deal Activity by Deal Type - Volume (2021 - YTD*2025)
Figure 3: Julius Baer: M&A Volume and Value Trend (2021 - YTD*2025)
Figure 4: Julius Baer: M&A Activity by Geography (2021 - YTD*2025)
Figure 5: Julius Baer: Corporate Venturing Volume and Value Trend (2021 - YTD*2025)
Figure 6: Julius Baer: Corporate Venturing by Geography (2021 - YTD*2025)
Figure 7: Julius Baer: Capital Raising Volume and Value Trend (2021 - YTD*2025)
Figure 8: Julius Baer: Capital Raising by Deal Type (2021 - YTD*2025)
Figure 9: Julius Baer: Divestments Volume and Value Trend (2021 - YTD*2025)
Figure 10: Julius Baer: Divestments by Geography (2021 - YTD*2025)

