Julius Baer Group

Julius Baer Group Ltd (or Julius Bär Gruppe) is one of the leading private banking groups with assets under management (AUM) of CHF 473.8 billion as of June 30, 2024. It is the world’s largest pure wealth management company with approximately 7,500 employees, 1,340 relationship managers and over 60 locations in 25 countries across Europe, Asia, Latin America, Africa and the Middle East. It has international offices in London, Frankfurt, Luxembourg, Monaco, Milan, Dublin, Hong Kong, Johannesburg, Tel Aviv, Mexico City, Santiago de Chile, Rio de Janeiro, and other cities. It also had branches in New York and Los Angeles, but sold its private banking business in the United States and Canada to UBS Group in 2005. The company’s shares are traded on the SIX Swiss Exchange under the ticker symbol BAER, with a market capitalization of US$14.5 billion at January 30, 2025. The firm was established in 1890 and is headquartered in Zurich. Bank Julius Baer & Co Ltd is the principal subsidiary of Julius Baer Group.

Wealth Management Solutions:
Discretionary mandates
Foreign exchange & precious metals
Investment advisory mandates
Real estate advisory & financing
Securities execution & advisory
Global custody
Structured products
Wealth planning
Lombard lending

Credit Ratings:
Bank Julius Baer & Co Ltd
Moody’s Investors service
Long-term deposit: Aa3
Long-Term Issuer: A2
Short-term deposit: Prime-1

Headquarters address:
Bahnhofstrasse 36
8010 Zurich, Switzerland
Phone number: +41 58 888 1111
Fax: +41 58 888 5517
Website: www.juliusbaer.com