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Premios y galardones

A lo largo de los años, Julius Baer ha recibido numerosos galardones de la industria en reconocimiento de su excelencia en el campo del wealth management.

A lo largo de los años, Julius Baer ha recibido numerosos galardones del sector en reconocimiento a su excelencia en la gestión de patrimonios.

Los premios que recibimos reconocen los esfuerzos estratégicos de nuestra empresa y nuestro exitoso posicionamiento. Estos galardones también ponen de manifiesto nuestro inquebrantable compromiso de ofrecer a nuestros clientes una gestión patrimonial de excelencia.

Nuestros premios más recientes

Estamos encantados de haber recibido tanto el premio al mejor líder en banca privada como al mejor banco privado de Oriente Medio. Los Premios Globales de Banca Privada son otorgados anualmente por PWM y The Banker, ambas publicaciones del Grupo Financial Times.

Mejor líder en banca privada 2021

Nuestro CEO, Philipp Rickenbacher, recibió el premio al Mejor Líder en Banca Privada de PWM y The Banker's 2021 Global Private Banking Award

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Mejor banco privado de Oriente Medio 2021

En noviembre, Julius Baer recibió el premio al mejor banco privado de Oriente Medio en los PWM and The Banker's 2021 Global Private Banking

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A continuación, una selección de los premios que hemos recibido desde 2016.

2021

Best Private Bank in the Middle East at PWM and The Banker 2021 Global Private Banking Awards

In November 2021, Julius Baer received Best Private Bank in the Middle East at PWM and The Banker’s 2021 Global Private Banking Awards

Best Leader in Private Banking at PWM and The Banker 2021 Global Private Banking Awards

Julius Baer was delighted to see its CEO Philipp Rickenbacher receive Best Leader in Private Banking at PWM and The Banker’s 2021 Global Private Banking Awards. The best success stories are not written alone, however, and the bank considers this award a strong reflection of the trust and confidence that it enjoys from its clients.

Private Banker International Awards 2021

Julius Baer won the ‘Outstanding Global Private Bank: Global’ category at the Private Banker International Global Wealth Awards 2021. The judges highlighted the bank’s exceptional performance globally, adding that well-practiced and honed approaches as a trusted advisor underpinned by a high-quality business model with a robust strategic plan.

WealthTechAsia Awards 2021

Julius Baer won the Front Office award at WealthBriefingAsia Magazine’s WealthTechAsia Awards 2021 in recognition of its Digital Advisory Suite allowing client-facing staff to meet different requirements and to offer holistic advice effectively. These awards, concentrating entirely on the wealth technology space, highlight how important technology in all its forms is now to the businesses serving high-net-worth and ultra-HNW individuals.

Best Boutique Private Bank in Asia

For the 12th consecutive year, Julius Baer was named Best Boutique Private Bank in Asia by The Asset. The jury commented that Julius Baer, as Asia’s top boutique private bank, remains focused on providing trusted advice to sophisticated private clients in Asia and around the world, powered by high-end services and expertise.

Best Digital Innovator of the Year: PWM Wealth Tech Awards 2021

Julius Baer was designated Best Digital Innovator of the Year, Global, at the PWM Wealth Tech Awards 2021 held in June. This prestigious award underscores the bank’s many initiatives and innovations in the digitalisation space. The jury took special note of how firmly digitalisation and tech are embedded in Julius Baer’s culture, starting at the management level.

Julius Baer forecasters once again get top rankings in FocusEconomics Analyst Forecast Awards

Six Julius Baer Research analysts were among the winners of the coveted FocusEconomics 2021 Analyst Forecast Awards. The awards recognise the achievements of the analysts who most accurately predicted the performance of the main macroeconomic indicators in 2020.

2020

Julius Baer receives Best Private Bank, Global Indians from Asian Private Banker

The Best Private Bank, Global Indians – Awards for Distinction 2020 from Asian Private Banker is a testament of Julius Baer’s commitment to the global India business and sets the benchmark for excellence in private wealth management in the Asia Pacific region.

WealthBriefing European Awards 2020: Best Change Management Process/Best Implementation of a Technology Solution (in-house)

At the Wealth Briefing European Awards 2020, Julius Baer was honoured to win in the Category Best Change Management Process/Best Implementation of a Technology Solution (in-house). WealthBriefing, which has reported on the wealth management industry for over 15 years, is well placed to present awards in a process that fairly rewards achievement, top performance, and innovation.

WealthBriefing European Awards 2020: Best External Asset Manager Platform and Offering

Julius Baer was awarded Best External Asset Manager Platform and Offering at the WealthBriefing European Awards 2020.

Julius Baer wins accolade at the Private Banker International Global Wealth Awards 2020

Julius Baer won the Most Effective Investment Service Offering category at the Private Banker International Global Wealth Awards 2020. Furthermore, the bank was highly commended in the category Outstanding Private Bank for Growth Strategy.

Julius Baer Best Boutique Private Bank, Asia, for eleventh year in a row

For the eleventh consecutive year, the bank was named The Asset’s Best Boutique Private Bank, Asia. According to the judges’ criteria, Julius Baer remains a trusted specialist private bank in the market. While being a leading Swiss wealth management group, Julius Baer continues to show its strong commitment to servicing Asian clients and sees the region as its second home market.

Julius Baer awarded Outstanding Wealth Management Technology Implementation – Front End

Julius Baer received the Outstanding Wealth Management Technology Implementation – Front End award at the Global Private Banking Innovation Awards 2020, hosted jointly by the Digital Banker and Global Private Banker. The judges felt that the bank’s Digital Advisory Suite (DiAS) deserved the winner’s title.

Julius Baer wins the Swiss Derivative Award Best Market Maker

Bank Julius Baer won the Swiss Derivative Award 2020 Best Market Maker in the category Leverage Products for the second consecutive year. It was selected for this award by an independent, well-regarded jury.

Julius Baer forecasters take top rankings in FocusEconomics Analyst Forecast Awards

Five Julius Baer Research analysts were among the winners of the coveted FocusEconomics 2020 Analyst Forecast Awards. The awards recognise the achievements of the analysts who most accurately predicted the performance of the main macroeconomic indicators in 2019.

Bilanz ranks Julius Baer Number 1 Private Bank in Switzerland

The renowned Swiss business magazine Bilanz awarded Julius Baer first place in the Private Banks category. The highly regarded ranking is based on the mystery shopping method, whereby the magazine pretends to be a real client and examines the services of 100 banks in Switzerland.

Julius Baer wins multiple awards based on the 2020 Euromoney Private Banking and Wealth Management Survey

Julius Baer received several accolades at the 2020 Euromoney Private Banking and Wealth Management Awards, including Best Private Bank in Guernsey for Private Banking Services Overall, Best Private Bank in Russia for High Net Worth Clients and Best Private Bank in Poland for Investment Management.

2019

Private Banker International Awards Switzerland 2019: Outstanding Private Bank Switzerland – Domestic Players

For the fourth consecutive year, Julius Baer was awarded Outstanding Private Bank Switzerland – Domestic Players at the Private Banker International Awards Switzerland 2019.

Private Banker International Awards Switzerland 2019: Outstanding Wealth Management Technology Platform

Julius Baer was honoured to win Outstanding Wealth Management Technology Platform at the Private Banker International Awards Switzerland 2019. Located in three different countries, the crew delivers state-of-the-art software, which is key to further improve Julius Baer’s excellent wealth management services. Private Banker International (PBI) is an editorially independent briefing service aimed at banks, financial services companies, related intermediaries, and technology vendors in the private banking and wealth management industry.

Asian Private Banker Awards 2019: Julius Baer named Best Private Bank Discretionary Portfolio Management

For the first time, Julius Baer was named Best Private Bank Discretionary Portfolio Management at the Asian Private Banker Awards for Distinction 2019. Asian Private Banker is a leading trade publication based in Hong Kong.

Julius Baer Guernsey recognised in the Euromoney Private Banking and Wealth Management Survey 2019

Julius Baer in Guernsey won the headline categories Asset Management and Best Private Banking Services Overall in the 2019 Euromoney Private Banking and Wealth Management Survey for its outstanding contribution to these industries. The business magazine Euromoney conducts its annual Private Banking and Wealth Management Survey as a qualitative review of the best services in private banking by region and areas of service.

Julius Baer wins Swiss derivatives award in the category Best Market Maker

At the Swiss Derivative Award 2019 awards ceremony, the independent, high-profile jury named Bank Julius Baer Best Market Maker in the category leveraged products.

Julius Baer wins three accolades at 2019 WealthBriefing Awards

Julius Baer International Limited was awarded Specialist Investment Manager, while Julius Baer Group was lauded in the categories External Asset Management Platform and Offering and European Private Bank – Talent Management. Showcasing ‘best of breed’ providers in the global private banking, wealth management, and trusted advisor communities, the awards are designed to recognise and celebrate companies, teams, and individuals.

3D Award for portfolio transparency – presented by ARC

Julius Baer International Limited was presented with ARC’s 3D Award. The award is an independent endorsement of our commitment to the principles of transparency, engagement, and integrity across our portfolios.

Citywealth Magic Circle Awards – Private Bank of the Year 2019

Julius Baer was honoured to win Private Bank of the Year at the Citywealth Magic Circle Awards in London. The awards celebrate the best wealth managers and advisers in the private wealth industry, so this achievement was fantastic recognition of our commitment to pure play private banking.

Julius Baer Best Boutique Private Bank, Asia, for ten consecutive years

For the tenth consecutive year, the bank was named The Asset’s Best Boutique Private Bank, Asia. The judges were impressed by Julius Baer’s pure private banking business model as well as its strong balance sheet and continuing growth in new business.

Julius Baer wins at Private Banker International Global Wealth Awards 2019

For the fourth consecutive year, Julius Baer was honoured with the Outstanding Private Bank for Growth Strategy award at the Private Banker International Global Wealth Awards 2019.

2018

Julius Baer Best Boutique Private Bank, Asia, for ninth year in a row

For the ninth consecutive year, the bank was named The Asset’s Best Boutique Private Bank, Asia. The judges were impressed with Julius Baer’s pure private banking business model and its focus on deepening its activities in domestic markets by forming locally-based partnerships in the region.

Julius Baer honoured at the Spear’s Wealth Management Awards, winning Private Bank of the Year (International)

The awards aim to acknowledge and honour entrepreneurs, philanthropists, and others in the wealth management industry for their innovation, success, and outstanding contribution. This includes wealth management firms and global private banks, lawyers, and family offices.

Julius Baer wins three awards at Private Banker International’s Global Wealth Awards 2018

Julius Baer was named Outstanding Global Private Bank – Asia Pacific by Private Banker International. For the third consecutive year, the bank was honoured with the Outstanding Private Bank for Growth Strategy award and also received recognition for Best Discretionary & Advisory Offering.

Global Private Banking Awards 2018: Julius Baer named Best Private Bank in the UAE

Julius Baer received the accolade Best Private Bank in the UAE from the renowned Financial Times publications The Banker and PWM Professional Wealth Management at the Global Banking Awards 2018. The award is further recognition of Julius Baer’s achievements in the UAE.

Private Banker International Switzerland Awards 2018: Julius Baer wins award in Outstanding Private Bank Switzerland – Domestic Players category

At the Private Banker International Switzerland Awards 2018, Julius Baer was named Outstanding Private Bank Switzerland – Domestic Players. This was the third consecutive year that the bank received this title from a panel of independent judges and Private Banker International editorial team members.

Julius Baer named Best Private Bank Philippines International by Asian Private Banker

For the second consecutive year, Julius Baer was named Best Private Bank Philippines International at the Asian Private Banker Awards for Distinction 2018. Asian Private Banker is a leading trade publication based in Hong Kong. This accolade is a testament of Julius Baer’s long-standing dedication to the Philippines and the unwavering trust of our clients.

2017

Julius Baer named Best Private Banking Group 2017 at UAE Business Awards

Julius Baer’s Abu Dhabi Representative Office received Best Private Banking Group 2017 at the UAE Business Awards, which are issued by the quarterly financial publication MEA Markets. The UAE Business Awards are designed to celebrate the talent that has provided some of the best products and services in one of the most influential business regions from across the globe.

Double win for Julius Baer at the Swiss Derivative Awards 2017

Julius Baer won two awards at the Swiss Derivative Awards 2017. The JB Certificate on the New Silk Road Basket II was named ‘best equity product’ and the 12M 0.81% p.a. JB Term Deposit Note with Daily Liquidity ‘best product on precious metals/foreign currencies’. This is the sixth time that the bank has received these prestigious accolades and the first time it has won two such awards in the same year. The annual Swiss Derivative Awards recognise outstanding and innovative products and exceptional services in the Swiss derivative market.

Two Extel awards for Kairos

Kairos Partners was recognised as the leading Pan-European Hedge Fund in 2017 and ranked second in the category Best Fund Management Firm based on a survey by the investment market research company Extel. The company conducts market studies across all three sides of the European equities investment community, delivering a comprehensive range of rankings, market trends, and sentiment insights. The Extel survey is the largest study of its kind worldwide, with over 16,000 participants from 93 countries casting more than 445,000 votes. Kairos’ success in the alternative investments space is at the same time a great achievement for Julius Baer, as the Group holds an 80% stake in the company.

Julius Baer wins Euromoney award: World’s Best Bank for Wealth Management

Julius Baer was named World’s Best Bank for Wealth Management for 2017 by Euromoney, a renowned global financial markets publication. This important distinction reflects the strong position Julius Baer has achieved around the globe by successfully implementing its growth strategy over the past decade – benefitting from its business model focused on pure private banking and its client-centric service excellence.

Julius Baer Best Boutique Private Bank in Asia for eighth year in a row

For the eighth consecutive year, Julius Baer was selected Best Boutique Private Bank in Asia by The Asset. The judges were impressed by Julius Baer’s pure private banking business model and the strong growth in new businesses.

Julius Baer wins accolades at the Private Banker International’s (PBI) Global Wealth Awards 2017

Julius Baer won the Outstanding Private Bank for Growth Strategy – M&A award for the second consecutive year. Furthermore, the bank was highly commended in the category Outstanding Private Bank – Asia Pacific Regional Player.

Julius Baer named Outstanding Private Bank – Switzerland – Domestic Players 2017 at the Private Banker International Switzerland Awards

The bank received this title in recognition of its expertise and unique initiatives for the second consecutive year.

Double win for Julius Baer at the Swiss Derivative Awards 2017

Julius Baer won two awards at the Swiss Derivative Awards 2017. The JB Certificate on the New Silk Road Basket II was named ‘best equity product’ and the 12M 0.81% p.a. JB Term Deposit Note with Daily Liquidity ‘best product on precious metals/foreign currencies’. This was the sixth time that the bank received these prestigious accolades and the first time that it won two such awards in the same year. The annual Swiss Derivative Awards recognise outstanding and innovative products and exceptional services in the Swiss derivative market.

2016

Julius Baer named Pure Play Private Bank in Hong Kong and Singapore by WealthBriefingAsia

At the WealthBriefingAsia Awards 2016, Julius Baer was named Pure Play Private Bank in Hong Kong and Singapore, respectively. This is the second consecutive year that the bank has received this title from a panel of judges drawn from the financial services industry jointly with the editors of WealthBriefingAsia.

Julius Baer wins the German Brand Award 2016

Julius Baer received the German Brand Award 2016 in the category Industry Excellence in Branding – Corporate and Financial Services from the German Brand Institute in recognition of its exceptional brand management in its industry.

Julius Baer wins two awards at The Asset Triple A Private Banking and Wealth Management Awards 2016

For the seventh consecutive year, Julius Baer was selected Best Boutique Private Bank in Asia by The Asset. The publication also awarded the distinction Private Banker of the Year, Asia, to Thomas Meier for helping to shape the industry during his ten-year tenure leading the bank’s Asia operations.

Asiamoney: Julius Baer voted Best Pure-Play Private Bank in Asia

Julius Baer was voted Best Pure-Play Private Bank in Asia in the private banking poll 2016 conducted by Asiamoney. This annual poll covered five Asian markets and surveyed 1,944 respondents who stated they have at least USD 1 million in assets under management with private banks.

Julius Baer wins two awards at Private Banker International’s (PBI) Global Wealth Awards 2016

The bank was presented with the Outstanding Private Bank for Growth Strategy – M&A award, and CEO Boris F.J. Collardi was named Outstanding Private Banker. The bank was also highly commended in the category Best Discretionary & Advisory Service Offering.

Julius Baer named Foreign Private Bank of the Year Outside of Russia

The Russian edition of SPEAR’S, magazine for high-net-worth individuals and representatives of the financial services industry, named Julius Baer Foreign Private Bank of the Year 2016 Outside of Russia.

Julius Baer named Outstanding Private Bank/Boutique Bank Switzerland – Domestic Player 2016 by Private Banker International

Julius Baer, having demonstrated its worth through excellence, expertise, and unique initiative, was selected Outstanding Private Bank/Boutique Bank Switzerland – Domestic Player 2016 by Private Banker International.

Julius Baer named Best Private Bank – Pure Play by Asian Private Banker

Julius Baer was named Best Private Bank – Pure Play in the Asian Private Banker Awards for Distinction 2016. This is the second time that Julius Baer has won the accolade, testifying to the bank’s pure private banking positioning and strategy.