Why Julius Baer?
A leading Swiss wealth management group.
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- About us
- Our company
- Why Julius Baer?
At Julius Baer, we have been managing our clients' wealth and served as their trusted advisers for over a century. We believe in the importance of long-standing relationships built on trust. Our clients come from all corners of the world, and include families, entrepreneurs, and professionals, to name just a few. With our tailored, holistic advice and solutions, we help you grow and preserve your assets, and pass your wealth on to future generations. In all that we do, we are inspired by our purpose: creating value beyond wealth.
Over 60 locations worldwide
Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Abu Dhabi, Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, Lisbon, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.
An international reference in wealth management
Sustainable wealth management
As a signatory to the UN Principles for Responsible Investment (PRI), we are a responsible wealth manager who empowers you to have a positive impact today and in the future.
Holistic advisory approach
Our holistic and tailored offerings take into account your needs throughout the various stages of your life.
Solid financial base
Our solid financial standing is a key differentiating factor, with our strong balance sheet a sign of trust and stability.
Entrepreneurial culture
Our roots as a family-owned company and our entrepreneurial spirit underpin our long track record of working with multiple generations.
The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.
What sets us apart
Helping you create value beyond wealth
We guide you along your personal sustainability journey by providing you with opportunities to share expertise and experiences, and giving you access to in-depth insights and advice to help you make informed decisions.
Pure wealth management
We have a holistic wealth management offering with comprehensive investment solutions built on our long-standing expertise and proprietary research.
Local and global
Our international wealth management network enables us to be in close proximity to our clients while benefiting from our international centres of expertise.