![]() ![]() The bank provides products via its open architecture platform as well as securities and foreign exchange trading. The firm's services consist mainly of wealth management and investment consultancy. The group manages assets for private clients from all over the world. Julius Baer employs a staff of over 6,600 worldwide. Located in 28 countries, it is known for its banking secrecy and client confidentiality. The majority of income is generated by commissions and service fees. In terms of assets under management, Julius Baer is number two among Swiss banks after UBS and the biggest pure-play private bank.Įstablished as a traditional private bank and named after Swiss banker Julius Bär, it provides investment management, real estate financing, wealth management, and select offerings in sales and trading based on an open and managed architecture. Headquartered in Zürich, it is among the older Swiss banking institutions. Julius Baer has a reputation for fiercely guarding their clients’ interests, making them the private bank of choice for high net worth individuals around the world.Julius Bär Group AG, known alternatively as Julius Baer Group Ltd., is a private banking corporation founded and based in Switzerland. The intensely personal nature of Julius Baer’s private banking requires a trusting relationship and utmost discretion. This puts all the work in the hands of a trusted wealth manager, who will pursue their clients’ objectives with all the expertise and experience that Julius Baer offers. Rather than handling these by themselves, a Julius Baer representative can coordinate them on their clients’ behalf. Many high net worth individuals have diverse investments across a range of institutions. This is all available either through a Julius Baer manager or a direct link to the trading floor. Thanks to deep knowledge of global markets, this private bank can advise on investment in a wide range of trading services, from equities and structured products to exchange traded derivatives. ![]() Julius Baer is well-placed to nurture their clients’ wealth. This can suit high net worth individuals who are happy to manage their own finances, but who also appreciate the experience a Julius Baer wealth manager can provide. However, the private bank’s expertise is deployed in a more advisory role, enabling clients to make their own decisions. This offers the same access to high-level financial expertise as Julius Baer’s Discretionary Mandates. Clients also have the opportunity to invest responsibly through sustainably-focused mandates. Clients choose from a range of investment options globally-diversified, asset-class-specific, regionally-focused and modular mandates. Using regular portfolio monitoring and interviews, wealth managers make sure their clients’ investments target the right mixture of volatility and growth. Understanding an individual’s needs is paramount to success, and Julius Baer takes great pains to appreciate precisely what their clients wish to achieve. Under this arrangement, a dedicated wealth manager will handle a client’s investment portfolio. ![]() To deliver the high level of service this private bank prides itself on, it offers a set of specialized solutions to cater to different client requirements. The core offering that Julius Baer provides is wealth planning, but with an unwavering focus on sustainability and bespoke portfolio management. This private bank focuses on delivering ultra-high-quality services to high net worth individuals, with an emphasis on personal relationships nurtured over generations. In a modern banking world dominated by globe-spanning conglomerates, a private bank that still retains real family ties is something almost unique. Over the last century the private bank has remained with at least one member of the Baer family on the board. Its eponymous founder joined an existing exchange office in 1896, acquiring ownership of it 5 years later. Julius Baer has been in family hands for almost its entire existence. Julius Baer - a heritage of banking excellence High net worth individuals turn to Julius Baer for holistic wealth solutions with sustainable drive and global reach. Headquartered in Zurich, Switzerland, Julius Baer provides its clients with the last word in discretion and bespoke financial management. ![]() Julius Baer is a private bank that offers wealth planning, real estate financing, investment management and some selected sales and trading services. We have, for example, developed the Digital Advisory Suite (DiAS). ![]()
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