Awards and prizes: In recognition of excellence

Julius Baer awarded 'Best Boutique Private Bank 2010' by 'The Asset'

The past four years, Bank Julius Baer was on a strong build-out phase. Simultaneously, it was winning business as other established houses started to experience an exodus of funds following the crisis. Being a private bank, Julius Baer turned the market turmoil into its favour. The result: it has achieved a growth in its business that is the envy of many – and has become a serious competitor to the more established larger banks.

Swiss Derivative Awards 2010 - Julius Baer wins 1st prize in leverage products category

Bank Julius Baer received the 1. prize for the best leverage product at the Swiss Derivative Awards 2010. This is the first time that the bank has received this prestigious Swiss industry accolade after it impressed the jury with its innovative product that directly exploits market distortions. The annual Swiss Derivative Awards recognize outstanding and innovative products and exceptional services in the Swiss derivative market.

• Press Release (PDF, 22 kb)

Julius Baer awarded 'Best Private Bank' by 'FinanceAsia' Magazine for second consecutive year

This prestigious award bears testament to Julius Baer’s premier position in the wealth management industry. The ‘Best Private Bank’ title is awarded to the organisation which best responds to a hypothetical client case. The Julius Baer submission was deemed to be the winner because of the creativity of the solution, the care taken to understand the client’s situation, and the performance expected from the solution.

• Press Release (PDF, 18 kb)

Bank Julius Baer has been named 'Best Wealth Manager 2010' in German-speaking Europe

Bank Julius Baer & Co. Ltd. has been named 'Best Wealth Manager 2010' in German-speaking Europe in this year’s mystery testing by 'Fuchsbriefe' publishers. It is the first time this prestigious award goes to Switzerland. Julius Baer succeeded against 116 banks and independent asset managers from Luxembourg, Germany, Austria, Switzerland and Liechtenstein.

'Best Strategy for Growth Award 2009' by the Financial Times Group

Julius Baer wins 'Best Strategy for Growth' in the Global Private Banking Awards 2009 presented by the Financial Times Group, in association with their two trade magazines 'The Banker' and 'Professional Wealth Management'. Julius Baer was also highly recommended in the flagship 'Best Private Bank in Europe/Switzerland' (second place), and 'Best Global Private Bank' (in the top three).

19th Private Banker International Awards 2009 named Julius Baer 'Outstanding Private Bank – Customer Relationship Skills'

The British trade magazine 'Private Banker International' awards Julius Baer the first place for 'Outstanding Private Bank – Customer Relationship Skill'. Julius Baer has consciously pursued a strategy of becoming a pure-play private bank. This approach allows it to focus 100 per cent on client needs, a key requisite for any Swiss private bank.

BILANZ: Best Corporate Governance 2009

During 2008 and 2009, Julius Baer received awards and recognitions in several disciplines. Some of the awards originate from organisations within the financial industry; others represent the result of our successful marketing efforts. This is an overview of awards received.

Asiamoney: Best Boutique Bank in Asia/Pacific 2008 and 2009

‘Asiamoney’, a leading monthly business magazine based in Hong Kong, named Julius Baer ‘Best Boutique Bank in Asia/Pacific’ for the years 2008 and 2009.

• Press Release (PDF, 81 kb)

BILANZ: Best Private Bank 2009

The Swiss business magazine ‘BILANZ’ tested the quality of client advice of 18 banks in Switzerland by mystery shopping. Julius Baer was the overall winner in the three categories ‘Private Banks’, ‘Universal Banks (national)’ and ‘Universal Banks (regional)’ and was also victorious in the category ‘Private Banks’.

Private Banker International: Outstanding Private Bank Europe and Outstanding Young Private Banker 2008

The British business magazine ‘Private Banker International’ named Julius Baer ‘Outstanding Private Bank Europe’ and COO Boris F.J. Collardi ‘Outstanding Young Private Banker’ (now CEO of the Julius Baer Group).

Spear’s: European Private Bank 2008

The British private banking and wealth management magazine ‘Spear’s WMS’ named Julius Baer ‘European Private Bank of the Year 2008’.

FinanceAsia: Best Private Bank 2008

‘FinanceAsia’, one of the leading business magazines in Asia, awarded Julius Baer the title ‘Best Private Bank 2008’.