Business & Strategy
One of the prime guiding principles of Julius Baer is to deliver profitable and sustainable growth, while at the same time maintaining a strong and conservatively-managed capital base and balance sheet. Our highly client-centric business model and the long-term client relationships provide a stable revenue basis, supported by an active and comprehensive risk management approach as well as strict corporate governance principles.
Julius Baer’s very sound financial position allows us to pursue growth initiatives in emerging and mature markets. We aim to grow organically and also by means of opportunistic acquisitions – a field where we have an excellent track record.
Hence, the shares of Julius Baer Group represent an attractive investment into a dedicated and undiluted wealth management business with one of the strongest brands in the industry – private banking at its purest.
Investment rationale at a glance:
Superior business model
At the leading edge of a genuine growth industry
Solid growth and profitability momentum throughout the cycle
Big enough to matter and small enough to care
Strong market position
Leading premium brand in global wealth management
Dual home market presence: Switzerland and Asia
Tailored client offering domestically and out of Switzerland for European and other international markets
Clear value proposition
Best-in-class investment solutions and advice based on true open architecture for private clients and external asset managers.
Client-centric service excellence and management culture
Best talent – employer of choice
Long-term growth strategy
Conservative balance sheet management and low-risk business profile
Sustainable organic growth – hiring of relationship managers
Market consolidator through opportunistic external growth