Julius Baer

Julius Baer

Wealth Management
Approximately 6,000 employees

Overview

Julius Baer Group Ltd., known as Julius Baer, is a Swiss private banking company and wealth manager. It is one of the oldest Swiss banking institutions, with origins dating back to 1890. Julius Baer specializes in wealth management services for private clients, offering a range of solutions including investment advice, portfolio management, wealth planning, and lending. The company operates globally, with a presence in major financial centers worldwide.

About Us

Julius Baer is a leading Swiss wealth management group, established in 1890. With a focus on providing personalized services and tailored investment solutions, Julius Baer caters to the needs of discerning private clients around the world. The company prides itself on its long-standing tradition of excellence, integrity, and client-centric approach. Julius Baer is committed to sustainable investing and responsible business practices.

Vision

To be the trusted partner of choice for private clients seeking long-term wealth preservation and growth.

Mission

To be the leading pure-play wealth manager, delivering superior investment performance and exceptional client service.

Culture

Julius Baer fosters a culture of collaboration, innovation, and client focus. The company values integrity, transparency, and ethical conduct in all its business dealings. Julius Baer is committed to diversity and inclusion, creating a workplace where employees can thrive and contribute to the company's success. The firm emphasizes continuous learning and development, empowering its employees to provide the best possible service to clients.

Specialties & Industries

Wealth ManagementPrivate BankingInvestment AdvicePortfolio ManagementWealth PlanningLendingFamily Office ServicesSustainable InvestingPrivate BankingInvestment ManagementFinancial ServicesBankingConsultingPublic Company