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Preparing for a new era

Transformational times are ahead of our intermediary clients as well as Julius Baer. Besides my function as Chief Operating Officer for the bank, I am the newly appointed Head Intermediaries. As such, it gives me pleasure to introduce my first issue of the Intermediaries Business Navigator publication, which covers some key topics for intermediaries as they prepare for the opportunities and challenges of the next decade.




Demand from wealthy individuals for independent advice around the world has never been so great, presenting fantastic opportunities. At the same time, however, increasing customer demands, new technological opportunities as well as new regulations requires a constant reconsideration of the business model. We expect – and recommend – many intermediaries to review their current business strategies to position themselves for a challenging new decade.

By combining Julius Baer’s Intermediaries & Global Custody business with the COO area, we are in a stronger position than ever before to fulfil our Business Navigator proposition of partnering with intermediaries.

I am convinced that new technologies will strengthen our services in the years to come. It will give intermediaries even better access to trading floors and gateways, including the trading and payments process, portfolio management capabilities and potential credit lines.

This issue of Intermediaries Business Navigator publication includes the following articles designed to help you with the business challenges you face:

  1. A fintech transformation for AMCs- After collaborating with F10, the Swiss fintech incubator, Julius Baer has developed in cooperation with Vestr AG a platform that will help intermediaries to manage AMCs far more efficiently. 
  2. Future M&A and consolidation - We expect potentially significant assets under management to change hands in the coming years in Switzerland as a result of potential reorganisation in the EAM market. Incumbents should carefully assess their strategic options to benefit from such trends and optimise shareholder value. 
  3. How new Swiss regulations will affect cross-border business - Switzerland’s new financial regulatory framework, including the Financial Services Act (FinSA) and the Financial Institutions Act (FinIA), will be effective from 1 January 2020. The new regulations will affect both domestic financial service providers and those international firms with clients in Switzerland.
  4. Succession planning for Swiss EAMs - Switzerland’s new FINIA regulation is likely to encourage a number of the elder generation of the country’s EAMs to retire and sell their businesses. Relatively few of them have succession plans in place. In the spirit of strategic partnership, Julius Baer is helping EAMs to find suitable partners.
  5. Making CdR Capital fit for the 2020s - Following recommendations from Julius Baer’s intermediary team, CdR Capital is investing in technology to become a more scalable business. This will allow it to take advantage of its opportunity for growth.

For 35 years, the Intermediaries & Global Custody business has been a cornerstone of Julius Baer, significantly contributing to the success of the Group. I look forward to extending and enhancing our partnership.

Nic Dreckmann
COO & Head Intermediaries

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