Julius Bär Group Profile: What is Julius Baer?

Julius Baer, officially Julius Bär Group AG, is a Swiss wealth management group with over 130 years of history.

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This page will explore what is Julius Baer, its background information, what type of bank is Julius Baer and whether its offerings are right for your needs.

What is Julius Baer? When was Julius Baer founded?

Julius Baer is headquartered in Zurich and has a global presence in around 25 countries and 60 locations. Key offices include major financial hubs such as Hong Kong, London, Singapore, Dubai, and Tokyo.

Founded in 1890, Julius Baer operates as a private bank through its principal company, Bank Julius Baer & Co. Ltd.

Over time, what is Julius Baer came to include wealth management, securities, and foreign exchange trading, which remain central to its business today.

In 1980, Julius Baer became the first Swiss private bank to go public to finance further growth.

In 2012, the bank took a major step by acquiring Merrill Lynch’s International Wealth Management business outside the US. This acquisition significantly boosted Julius Baer’s presence in both established and emerging markets, reinforcing its position in the wealth management industry.

After a period of transition and consolidation that concluded in 2022, what became of Julius Baer entered its current strategic cycle from 2023 to 2025, focusing on growth through scaling operations in key markets and innovating offshore wealth management services through digital advancements.

Is Julius Baer a good bank?

It should be noted that Julius Baer has been involved in various controversies and legal challenges, such as a legal dispute with WikiLeaks in 2008, allegations of aiding U.S. citizens in tax evasion in 2011, and a censure by the Swiss Financial Market Supervisory Authority (FINMA) in 2020 for deficiencies in combating money laundering.

The bank has also been implicated in money laundering scandals involving corrupt Venezuelan officials and has faced investigations for its role in the FIFA corruption case.

What does Julius Baer do?

The group focuses on serving high-net-worth clients with offshore financial services, offering solutions for growing, protecting, and transferring wealth across generations.

Its open product platform ensures clients receive objective, tailored financial advice.

As of October 2024, Julius Baer managed assets worth CHF 480 billion.

The group’s shares are listed on the SIX Swiss Exchange under the ticker symbol BAER and are part of the Swiss Leader Index (SLI), which tracks the 30 largest Swiss companies by market value and liquidity.

Julius Baer Executive Team: Who is the CEO of Julius Baer?

Stefan Bollinger – Chief Executive Officer of Julius Baer

Stefan Bollinger – Chief Executive Officer
Manages the overall leadership and management of the bank, setting the strategic direction, and overseeing its global operations.
Evangelia (Evie) Kostakis – Chief Financial Officer
Manages the financial actions of the bank, including financial planning, risk management, and financial reporting.
Yves Bonzon – Chief Investment Officer
Leads the bank’s investment strategy, managing portfolios, advising clients on investment opportunities, and ensuring optimal asset allocation.
Nicolas de Skowronski – Head of Wealth Management Solutions
Responsible for developing and managing wealth management services offered to high-net-worth individuals and families.
Nic Dreckmann – Chief Operating Officer
Oversees the bank’s operational activities, focusing on improving efficiency, optimizing processes, and managing day-to-day business operations.
Thomas Frauenlob – Head Intermediaries & Family Offices
Manages relationships with intermediaries, such as independent financial advisors and family offices, ensuring client satisfaction and service delivery.
Sonia Gössi – Head Switzerland & Europe
Leads the bank’s regional operations in Switzerland and Europe, focusing on client engagement and business growth in these markets.
Jimmy Lee Kong Eng – Head Asia
Oversees the bank’s activities and expansion in Asia, focusing on capturing opportunities in growing markets across the region.
Rahul Malhotra – Head Emerging Markets
Responsible for the bank’s strategy and client engagement in emerging markets, aiming to capitalize on growth opportunities in these regions.
Sandra Niethen – Head Client Strategy & Experience
Focuses on enhancing client engagement by shaping the bank’s client strategy and improving customer experience.
Carlos Recoder Miralles – Head Americas & Iberia
Leads the bank’s operations and client services in the Americas and Iberian regions, ensuring regional growth and customer relationship management.

Where is Julius Baer headquarters?

Zurich

Address: Bank Julius Baer & Co. Ltd., Bahnhofstrasse 36, P.O. Box 8010, Zurich, Switzerland
Phone: +41 (0) 58 888 1111
Fax: +41 (0) 58 888 1122

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