Julius Baer
About
Julius Baer Group Ltd. is a Swiss private banking and wealth management firm founded in 1890 by Julius Baer in Zurich, Switzerland. The firm began as a banking partnership and evolved into one of Switzerland's leading pure-play wealth management institutions. Julius Baer is publicly listed on the SIX Swiss Exchange and is a constituent of the Swiss Market Index.
Julius Baer focuses exclusively on wealth management, distinguishing itself from universal banks by not maintaining investment banking or commercial lending divisions. This positioning allows the firm to concentrate resources on private client advisory, discretionary portfolio management, and wealth planning services. The bank serves high-net-worth and ultra-high-net-worth individuals and families, with particular strength in cross-border wealth management.
The firm's service offering includes investment advisory, discretionary and advisory portfolio management, estate and succession planning, tax-compliant structuring, lending against portfolios and real estate, and lifestyle advisory services. Julius Baer maintains specialist capabilities in areas such as next-generation wealth transfer, family governance, and sustainable investing. The bank's investment research is produced by its in-house team and informs the advisory process.
Julius Baer operates from its headquarters in Zurich with a presence in over 25 countries, including offices in London, Dubai, Singapore, Hong Kong, and various other financial centers. The firm manages hundreds of billions of Swiss francs in client assets. Julius Baer typically requires minimum investable assets that vary by market but generally begin at one million Swiss francs or the equivalent. The bank is known for its Swiss heritage, discretion, and focus on personal client relationships.
Julius Baer focuses exclusively on wealth management, distinguishing itself from universal banks by not maintaining investment banking or commercial lending divisions. This positioning allows the firm to concentrate resources on private client advisory, discretionary portfolio management, and wealth planning services. The bank serves high-net-worth and ultra-high-net-worth individuals and families, with particular strength in cross-border wealth management.
The firm's service offering includes investment advisory, discretionary and advisory portfolio management, estate and succession planning, tax-compliant structuring, lending against portfolios and real estate, and lifestyle advisory services. Julius Baer maintains specialist capabilities in areas such as next-generation wealth transfer, family governance, and sustainable investing. The bank's investment research is produced by its in-house team and informs the advisory process.
Julius Baer operates from its headquarters in Zurich with a presence in over 25 countries, including offices in London, Dubai, Singapore, Hong Kong, and various other financial centers. The firm manages hundreds of billions of Swiss francs in client assets. Julius Baer typically requires minimum investable assets that vary by market but generally begin at one million Swiss francs or the equivalent. The bank is known for its Swiss heritage, discretion, and focus on personal client relationships.
Luxury Financial Services
Julius Baer is a Swiss pure-play wealth management bank serving high-net-worth and ultra-high-net-worth clients from over 25 countries. Services include discretionary and advisory portfolio management, estate planning, succession structuring, and lifestyle advisory. The bank distinguishes itself from universal banks by focusing exclusively on wealth management without investment banking or commercial lending divisions. Listed on the SIX Swiss Exchange.
Brand Details
Brand Tier
Ultra-Luxury
Price Range
Varies
Founded
1890
Headquarters
Zurich, Switzerland
Parent Company
Julius Baer Group Ltd. (Public)
