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Julius Baer - Competitor Profile

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    Company Profile

  • 39 Pages
  • August 2023
  • GlobalData
  • ID: 5264168
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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.


  • 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

Table of Contents

  • Executive Summary
  • Strategy
  • Financial Performance
  • Customers and Products
  • Brand-Building Activities
  • Appendix

Companies Mentioned

A selection of companies mentioned in this report includes:

  • Julius Baer
  • Fransad Gestion
  • Kuoni Mueller & Partner
  • NSC Asesores
  • Stratos Wealth Partners
  • Wergen & Partner
  • Tenity
  • SEBA Bank
  • MarketAxess
  • Swiss Red Cross
  • Baan Dek Foundation