Navigating Asia's great wealth transition
As Asia enters a new era of intergenerational wealth transfer, families face increasingly complex questions around succession, governance and legacy. Combining global expertise with deep local insights, Julius Baer partners with clients to navigate these transitions with confidence, helping ensure wealth is preserved and future generations are prepared for the opportunities ahead.
Protect your legacy with a wealth strategy designed for generations to come.
Julius Baer in Asia
Leadership rooted in local understanding
One of Julius Baer's earliest and most decisive choices was to place regional leadership in the hands of people who understood Asia’s cultural and commercial nuances. This approach helped cultivate the deeply personal client relationships characteristic of the region. It also enabled Julius Baer to expand into markets requiring local presence and insight.
“When Julius Baer established its presence in Asia, it also chose to put people who know Asia in charge,” says Yee Kim Tan, Market Head Greater China Singapore. “That was the right decision.”
In 2018, Julius Baer entered Thailand through a pioneering joint venture with Siam Commercial Bank (SCB), the first collaboration of its kind between a global wealth manager and a local institution. Today, SCB Julius Baer is recognised as the largest foreign wealth manager in the country. That same year, they launched Julius Baer Nomura Wealth Management in Japan, joining Swiss investment discipline with Japanese market depth—another industry first. Across these developments, Julius Baer established solid roots in the region, which over time helped it build the largest Intermediaries and Asia–Switzerland desk among pure‑play wealth managers.
Growing alongside a transforming region
Asia's economic success story has been driven by resilience, innovation and entrepreneurship. As major markets such as China, Hong Kong and Taiwan evolved from traditional industries to sophisticated, technology-driven economies, the needs of wealthy families became increasingly complex.
Beyond investment management, clients began seeking advice on governance, business succession, family structures and long-term wealth preservation. Julius Baer evolved alongside these changes, expanding its capabilities while remaining focused on helping clients navigate increasingly sophisticated wealth planning requirements.
A key player during Asia’s most significant transition
As Asia’s economic landscape matures, the generational transfer of wealth has emerged as a defining theme, prompting founders and families across the region to consider how to ensure their life’s work endures.
This focus goes beyond assets, as families think not only about returns but about purpose: sustainability, governance, legacy and how younger family members will steward wealth responsibly. These conversations are becoming central to long-term planning and Julius Baer’s role involves guiding people through the full life cycle: from wealth creation to wealth preservation, to the eventual transfer of assets to the next generation. For Julius Baer, this moment aligns with a core area of expertise.
For decades, Julius Baer has worked hand-in-hand with multigenerational families in Europe—some now in their sixth or seventh generation of wealth stewardship—gaining profound insight into what it takes to sustain a legacy over time. Now, those same lessons are guiding Julius Baer as it partners with entrepreneurial families in Asia, helping them lay the foundation for futures shaped by vision, unity and lasting impact.
A benchmark built through people and consistency
As Asia continues to evolve, Julius Baer's strength lies not only in its scale but in the consistency of its approach.
Long-term relationships
For generations, Julius Baer has partnered with families through every stage of the wealth journey, from creation and preservation to succession and legacy planning.
Global expertise, local insight
The firm combines international wealth management expertise with deep understanding of local markets, cultures and family dynamics across Asia.
Experienced talent
Asia is home to Julius Baer's largest and most senior population of relationship managers among pure-play wealth managers, bringing decades of experience to clients across the region.
Relationships that span generations
Julius Baer's rise from boutique to benchmark reflects more than two decades of thoughtful growth across Asia. By investing in people, embracing local understanding and maintaining a steadfast focus on client needs, the firm has built relationships that span generations.
As one of the largest wealth transfers in history unfolds across the region, Julius Baer continues to stand beside families, helping them preserve what they have built, prepare the next generation and create legacies designed to endure.