+353-1-416-8900REST OF WORLD
+44-20-3973-8888REST OF WORLD
1-917-300-0470EAST COAST U.S
1-800-526-8630U.S. (TOLL FREE)
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Julius Baer - Company Profile and SWOT Analysis

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    SWOT Analysis

  • 46 Pages
  • September 2025
  • MarketLine
  • ID: 4855716
Julius Baer - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360-degree view of the company.

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
List of Tables
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)