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    Julius Baer

    Category
    Private Bank
    HQ
    Switzerland

    Julius Baer, is a private banking corporation founded and based in Switzerland. Headquartered in Zürich The 130 year old bank prides itself on their highly personal service to UHNWIs along with a strong international focus. Their communication is both sleek and inspirational and immediately shows how they approach wealth differently.

    Key Company Info

    Have a look at the company, clients and references to learn whether this is a match for you.

    Company

    Facts about the company.

    AuM

    CHF 379.2 bn

    Founded
    Employees
    Client

    Facts about the clients.

    Focus
    • Single-family offices
    • Multi-family offices
    • UHNW Individuals

    Julius Baer's Principles

    Our strategy is built on three principles: delivering a best-in-class experience to our clients, being the most admired and respected firm in our sector and pursuing sustainable profitability.

    What matters to the next generation?

    Beyond service offering and financial returns, there are other factors that we also compare different providers on.

    Clear purpose

    Having a clearly communicated purpose that tells us "why" they exist and what they stand for.

    Transparency

    In the Google age, transparency is key. How do they practice openness and collaboration?

    Authentic sustainability

    Everyone's talking about sustainability these days. We look at who is walking the walk. 


    Equality & diversity

    Concerns around equality and diversity are now mainstream, but who is practicing what they preach?

    Agility

    In an ever evolving business reality, the ability to be agile and adapt in realtime is crucial. 


    Digital excellence

    Today where digital is a given, we explore how integrated are they to this new reality?

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