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Our company

We manage our company for the long term and with an exclusive strategic focus on wealth management

Our strategy is built on three principles: delivering a best-in-class experience to our clients, being the most admired and respected firm in our sector and pursuing sustainable, profitable growth.

We help our clients to achieve their financial aspirations through holistic solutions that take into account what truly matters to them – in their business and personal life, today and for future generations.

We stand for solid foundations, pure wealth management, personal connections, and an international network.

Julius Baer

Awards and accolades