Julius Baer continuously receives prestigious awards for its expertise in the realm of private banking. This recognition comes from notable independent juries around the world who are experts in the industry.
The awards that Julius Baer receives acknowledge the company’s strategic efforts and its successful positioning. Moreover, these accolades showcase Julius Baer’s unwavering commitment in providing its clients with private banking excellence.
The following list gives you a selection of awards that Julius Baer has received.
Julius Baer ‘Best Boutique Private Bank, Asia’ for ninth year in a row
For the ninth consecutive year, the Bank has been named The Asset’s ‘Best Boutique Private Bank, Asia’. The judge’s criteria to honour Julius Baer again were its 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 named ‘Best Private Bank – Philippines International’ and ‘Best Private Bank – IAM Services’ by Asian Private Banker
Julius Baer has been named ‘Best Private Bank – Philippines International’ and ‘Best Private Bank – IAM Services’ in the Asian Private Banker Awards for Distinction 2017. This is the first time the Bank has been named ‘Best Private Bank – Philippines International’. The second award, ‘Best Private Bank – IAM Services’, previously known as ‘Best Private Bank – External Asset Manager’s Choice’, has been bestowed on Julius Baer for five times.
The Asian Private Banker Awards for Distinction are given to Asia's preeminent private banks for their annual accomplishments and achievements. They are rewarded through a qualitative and quantitative point-based system by the judging panel of Asian Private Banker, a leading trade publication based in Hong Kong.
This is the second consecutive year that the Bank has received this title in recognition of its expertise and unique initiatives.
Julius Baer has 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’.
For the eighth consecutive year, Julius Baer was selected ‘Best Boutique Private Bank’ in Asia by The Asset. The judge’s criteria to honour Julius Baer again were the pure private banking business model and the strong growth in new businesses.
Julius Baer has been 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.
Kairos Partners has been awarded as the leading ‘Pan-European hedge fund’ 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’ world is at the same time a great achievement for Julius Baer, as the Group holds an 80% stake in the company.
Julius Baer has 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 already the sixth time that the Bank has received these prestigious accolades and the first time that the Bank has won two awards in the same year. The annual Swiss Derivative Awards recognise outstanding and innovative products and exceptional services in the Swiss derivative market.
Julius Baer’s Abu Dhabi Representative Office has been awarded ‘Best Private Banking Group 2017’ by 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.
Julius Baer has been 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 the Bank’s pure private banking positioning and strategy.
The Awards for Distinction are presented to private banks operating in Asia premised on a qualitative and quantitative point-based system by the judging panel of Asian Private Banker, a leading trade publication based in Hong Kong.
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.
The Russian edition of SPEAR’S, magazine for high-net-worth individuals and representatives of the financial services industry, has named Julius Baer ‘Foreign Private Bank of the Year 2016 Outside of Russia’.
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 has been voted 'Best Pure-Play Private Bank in Asia' in the private banking poll 2016 by Asiamoney. This annual poll covered five Asian markets and surveyed 1,944 respondents, who stated that they have at least USD 1 million in assets under management with private banks.
For the seventh consecutive year, Julius Baer was selected ‘Best Boutique Private Bank’ in Asia by ‘The Asset’. The publication also awarded the distinction of ‘Private Banker of the Year, Asia’ to Thomas Meier for helping to shape the industry during his 10-year tenure leading the Bank’s Asia operations.
Julius Baer received the German Brand Award 2016 in the category of ‘Industry Excellence in Branding – Corporate and Financial Services’ from the German Brand Institute in recognition of its exceptional brand management in its industry.
In the WealthBriefingAsia Awards 2016, Bank 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.
Bank Julius Baer has won the accolade ‘Best Private Bank Switzerland’ from Capital Finance International (CFI.co) for the fourth time in a row. According to the judging panel, Julius Baer has once again proved that leadership is defined by choices shaped in the fullness of time. Furthermore, the bank has not only embraced financial technology, but now proactively drives innovation in order to ensure the bank can continue to excel in serving its clients’ interests and needs.
The JB Certificate on a USD Short to Mid-Term Fed Funds Rate Basket was named ‘Best precious metal / currency / interest rate product’ at the Swiss Derivative Awards 2016. This is already the fifth time that the Bank has received one of the prestigious accolades, awarded by a high-profile jury of independent experts.
Bank Julius Baer has won two honours from Asian Private Banker’s Awards for Distinction 2015: the Bank was named “Best Private Bank – Fund Advisory Services” and “Best Private Bank – External Asset Manager’s Choice”. The first award is a new category that recognizes its winner for having the best global fund selection, distribution and after-sales capabilities, as well as client satisfaction. The second award, a fourth time win for Julius Baer, was determined by feedback that the editors received from external/ independent asset managers and multi-family offices. The Awards for Distinction are rewarded to private banks operating in Asia through a qualitative and quantitative point-based system by the judging panel of Asian Private Banker, a leading trade publication based in Hong Kong.
Julius Baer received the accolade as ‘Bank of the Year in Switzerland’ from the renowned Financial Times publication ‘The Banker’ in London on
2 December 2015. The award is a further sign of recognition of Julius Baer’s achievements and dedicated client focus.
The best wealth managers in German-speaking Europe are identified annually by finance publisher Fuchsbriefe. Julius Baer has achieved again outstanding results in 2015 as it was named No. 1 of the Swiss private banks. Further it also received the top spot in the category ‘Beratungsgespräch’ (Counselling Interview), second place in the category ‘Bestes Beraterteam’ (Best RM team) and overall ranking ‘Top Anbieter im Private Banking 2016’ (Top service leader in private banking 2016).
For the seventh consecutive year, Julius Baer wins an accolade at the Global Private Banking Awards, at this occasion as “Best Private Bank for Growth Strategy”. The award was bestowed to Julius Baer by the renowned Financial Times publications ‘PWM Professional Wealth Management’ and The Banker’. The jury based its positive verdict on Julius Baer’s consequent growth strategy, which cumulated in the successfully completed integration of Merrill Lynch’s International Wealth Management business in September 2015, positioning Julius Baer as the international reference in private banking.
The Bank was presented with the ‘Most Effective Investment Service Offering’ award, and Thomas Meier, Head Asia Pacific, was named ‘Outstanding Private Banker – Asia Pacific’. The Bank was also highly commended as ‘Outstanding Global Private Bank – Asia Pacific’ and ‘Outstanding Wealth Planning and Trust Provider’.
For the sixth consecutive year, Julius Baer has been named ‘Best Boutique Private Bank 2015 in Asia’ by ‘The Asset’
Based on the stringent methodology and careful selection of the winners, “The Asset Triple A Awards” are Asia’s defining recognition for excellence and highly respected in the industry. Julius Baer has won 2015 this accolade already for the sixth year in a row – a confirmation of its client-centric business model.
Julius Baer named ’Pure Play Private Bank in Hong Kong and Singapore 2015’
Bank Julius Baer has won two accolades in the Wealthbriefing Asia Awards 2015.
The Bank was named best ’Pure Play Private Bank’ in Hong Kong and Singapore respectively. Wealthbriefing Asia introduced ’Pure Play Private Bank’ as a new category, reflecting the value of a client centric business model for private banks. The judges were impressed by Julius Baer’s development over the last year that also saw a successful strategic integration. They also point to the Bank’s very obvious commitment to private banking in Asia coupled with a refined ability to service client needs with a full range of wealth services.
’Corporate LiveWire’s 2015 Innovation & Excellence Awards’: Julius Baer honored as 'Most Outstanding in Private Banking Switzerland’
The ’Innovation Excellence Awards 2015’ are a recognition of outstanding companies who have proved to be resilient and creative but have also shown a willingness to adapt to the ever changing environment of their respective fields; attributes that have certainly been key to the winners’ exceptional performance and success.
Julius Baer wins Swiss Derivative Award in ‘Best Equity Product 2015’ category
The Julius Baer Tracker-Certificate on the Orphan Drugs Basket was named the “Best Equity Product 2015” at the Swiss Derivative Awards 2015. A high-profile jury of independent experienced specialists from the industry particularly valued its innovative approach in a prosperous and by the market not yet generally recognised niche segment.
Julius Baer named ‘Best Private Bank Switzerland’ 2014 by CFI publication
Bank Julius Baer has won the accolade ‘Best Private Bank Switzerland’ from Capital Finance International (CFI.co) for a third time in a row. The judging panel praised in particular the continuing successful process of growth that has kept the Group well ahead of the market curve.
Julius Baer wins accolades at Asian Private Banker Awards for Distinction 2014
Bank Julius Baer has won two top honours from Asian Private Banker’s annual awards: the Bank was named ‘Best Private Bank – Pure Play’ and ‘Best Private Bank – External Asset Managers’ Choice’. The first of the two mentioned awards is a new category that recognises its winner for achieving outstanding results with a focused private banking business model. The latter award has been awarded to Julius Baer for the third time and is granted based on direct feedback from EAM clients. The Awards for Distinction are rewarded to private banks operating in Asia through a qualitative and quantitative point-based system by the judging panel of Asian Private Banker, a leading trade publication based in Hong Kong.
Global Private Banking Awards 2014: Julius Baer receives award for ‘Best Performing Private Bank’
For the sixth consecutive year, Julius Baer wins an accolade at the Global Private Banking Awards, at this occasion in the category ‘Best Performing Private Bank’. The award was bestowed to Julius Baer by the renowned Financial Times publications ‘The Banker’ and ‘Professional Wealth Management’. The jury based its positive verdict about the Bank on growth and performance figures as well as on the annual private banking benchmark study by Scorpio Partnership.
Julius Baer named as “Best Boutique Private Bank in Asia” for the 5th consecutive year
Julius Baer has won the “Best Boutique Private Bank in Asia” award for the fifth consecutive year. The judge’s criteria to honour Julius Baer again were the commitment, the depth of advice and services to clients as the best-in-class pure private bank.
2014 Business Excellence Awards:
Julius Baer named “Private Bank of the Year”
The “2014 Business Excellence Awards” are a recognition of outstanding companies who refuse to accept anything but the very highest levels of performance. The companies bestowed with an award consistently demonstrate a steadfast commitment to their clients, strive for absolute perfection every day and continually set the bar for their competitors.
At the inaugural Wealth Briefing Asia Hong Kong Awards 2014, Julius Baer won the ‘Boutique Private Bank’ of the year accolade.
In addition, Thomas R. Meier, Region Head Asia Pacific, was named ‘Leading Individual’.
Best Swiss Brands 2014: Julius Baer boosts its brand value by 19%; largest increase among the 50 most valuable Swiss brands
The winner of this year's Interbrand ‘Best Swiss Brands’ study is Julius Baer: the brand value of the Group grew by 19 percent to 2.061 billion Swiss francs – the largest increase of all companies in the ranking. As the Interbrand study pointed out, the increase is due a number of factors, such as the corporate values of the company, its excellent performance and the acquisition of Merrill Lynch’s International Wealth Management business outside the United States, which is already positively impacting the brand value.
In the Interbrand study, which was published in cooperation with the Swiss business magazine BILANZ, Julius Baer achieved the 16th position among the 50 most valuable Swiss brands, which include many famous global players like Nestlé, Novartis and Rolex.
Distinction as 'External Asset Managers' Choice in Asia
The renowned publication Asian Private Banker (APB) awarded Julius Baer again the distinction ‘External Asset Managers' Choice’ in Asia 2013. The editors commented on Julius Baer’s win like this: “The Swiss pure-play has built on its already impressive reputation for flexibility and exceeding industry standards to win the award. The award is granted based on the direct feedback from EAM clients.” This second time win demonstrates Julius Baer’s closeness and familiarity with the EAM Asia client base and acknowledges its focus on service solution as well as the in-depth understanding of the entrepreneurial requirements by External Asset Managers.
Manager Magazin names Julius Baer best private bank in Germany
The renowned German business publication ‘manager magazin’ has named Julius Baer “Best Private Bank in Germany”. In an extensive test the magazine evaluated 28 banks with regard to client satisfaction, performance and balance sheet. Julius Baer achieved the highest scores in all categories.
Julius Baer reached the maximum overall score of 100 points, 13.5 points more than the second best competitor. For this outstanding performance the Bank was awarded five stars, a rating only two other competitors were able to achieve. Furthermore, in each of the three categories “client satisfaction, performance and balance sheet” Julius Baer also received five stars.
Global Private Banking Awards 2013: Julius Baer receives award for ‘Best Growth Strategy’
The award ‘Best Growth Strategy’ has been bestowed to Julius Baer by the renowned Financial Times Group publications ‘The Banker’ and ‘Professional Wealth Management’ (PWM). The award reflects the successful expansion Julius Baer has undertaken by integrating Merrill Lynch’s International Wealth Management business outside the US, thus increasing the Group’s presence to more than 25 countries and 50 locations.
CFI honours Julius Baer as “Best Private Bank Switzerland” 2013
The trade publication CFI Capital Finance International honours Julius Baer as “Best Private Bank Switzerland” in 2013 for the second year running. The judging panel commented favorably on the Bank’s acquisition of Merrill Lynch’s International Wealth Management business outside the US. The judges were also pleased to see the continued success of Julius Baer in a competitive market.
Julius Baer again named “Best Boutique Private Bank in Asia”
The Asset Triple A Awards are Asia’s defining recognition for excellence in the industry. Julius Baer is therefore proud to have won this accolade and regards this as a confirmation of its client-centric advisory model.
Julius Baer named ‘Global Best Private Bank 2013’ by Global Finance magazine
The international renowned magazine 'Global Finance' has announced its awards for the best global banks 2013, honouring Julius Baer the second time in row as the global best Private Bank. The winners were measured on criteria’s such as performance, management excellence and reputation by an internationally group of financial experts.
Julius Baer wins Swiss Derivative Award in the category currency/interest rates
At the Swiss Derivative Awards 2013 ceremony, the independent high-profile jury named Julius Baer’s Long Leveraged Certificate on 10 Year CHF Interest Rate the best product in the category “best currency/interest rate product”. This is the third time that the Bank has received one of the prestigious accolades. The jury especially liked the innovative approach of the product and the important function it has for investors and mortgage holders alike.
Media Release (PDF, 22 kb)
Award ‘Best Leader in Private Banking’ by FT Group publications ‘The Banker’ and ‘Professional Wealth Management’
‘Global Private Banking Awards’ 2012 – Excellence in Wealth Management:
‘Professional Wealth Management’ and ‘The Banker’, both renowned FT Business Group Publications, have awarded CEO Boris Collardi the title of ‘Best Leader in Private Banking’ in their 4th Annual Global Private Banking Awards. The jury also ‘Highly Commended’ Julius Baer in a number of categories, such as ‘Best Management Team in Private Banking’ ‘Best Private Bank in Switzerland’ and ‘Best Global Private Bank’. In the jury’s own word, Julius Baer has thus been recognised as representing the very best in the industry. The ‘Global Private Banking Awards’ evaluate and reward excellence by judging private banks from The Americas, Europe and Asia according to rigorous qualitative and quantitative criteria.
Spear’s Russia Wealth Management honours Julius Baer as ‘European Private Bank of the Year (outside of Russia)’
At the Spear’s Russia Wealth Management Awards 2012, Julius Baer has been honoured for the third time in a row as ‘European Private Bank of the Year (outside of Russia)’. The awards, which are annually organised by the Russian edition of Spear’s, a magazine for the ultra-high-net-worth community, are the most important accolades in the Russian wealth management industry.
Julius Baer named ‘Outstanding Wealth Manager – Customer Engagement’
Julius Baer received this honour for the fourth consecutive year, as client contact has always been a key touchstone for Julius Baer. As the jury noted, the Bank always works hard to make sure its bankers are delivering for its clients.
Julius Baer named 'Best Global Private Bank 2012' by Global Finance magazine
The New York-based international magazine Global Finance has announced its World’s Best Banks 2012 Awards, naming Julius Baer as winner in the category 'Best Global Private Bank'. Overall, the annual prizes are awarded in 12 categories. Julius Baer was the only Swiss bank to win a prize. The winners were selected based on their performance over the past year and other subjective criteria, including reputation and management excellence. Global Finance made the selections after extensive consultations with bankers, corporate financial executives and analysts throughout the world.
Julius Baer confirmed as Best Boutique Private Bank in Asia for 3rd consecutive year
Julius Baer has been confirmed as the third-time winner of the Best Boutique Private Bank in Asia award by the Asset magazine, a leading Asian trade publication. The recognition was based on criteria which among others included size, growth, innovation, service, commitment and product range. Additionally, our strong global brand was a real competitive advantage. The award is a confirmation of our client-centric advisory model.
Julius Baer gains 2012 two awards from Asian Private Banker
Julius Baer has won two new awards from Asian Private Banker. It has been named “Best Boutique Private Bank in Asia” and “Best Private Bank – External Asset Manager’s Choice”. The Bank’s QFII licence, allowing its clients to access Chinese onshore equity and bond markets and the strategic collaboration with Macquarie were highlighted as key differentiators of Julius Baer as well as the approach towards and the long experience in dealing with needs of external asset managers and the quality of service.
Press Release (PDF, 17 kb)
Bank Julius Baer with top position in Fuchsbriefe mystery test 2012
Julius Baer achieved outstanding results at the Fuchsbriefe 2012 awards. With the third top performance in a row, the Bank was able to position itself at the top of the list of the all-time best and of the Swiss ranking and also reaching the second rank in the top 10 list of all markets.
Press Release (PDF, 81 kb)
CFI’s honours Julius Baer as “Best Private Bank Switzerland” 2012
The trade publication CFI Capital Finance International honours Julius Baer as “Best Private Bank Switzerland” in 2012. The jury commented that Julius Baer prides itself in making extra efforts to get to know their clients and in consequence is able to advise them better.
Global Private Banking Awards 2011: Julius Baer receives prestigious ‘Best Private Bank in Switzerland’ award.
Julius Baer has received the ‘Best Private Bank in Switzerland’ award for the second consecutive year. The award has been bestowed to the Bank by the renowned FT Group publications ‘The Banker’ and ‘Professional Wealth Management’ (PWM). The 2011 awards reflect the changed business environment in the private banking and wealth management industry with an increasing shift of focus on client service and value delivery.
Press Release (PDF, 73 kb)
Julius Baer wins Chivas Spear’s Russia Wealth Management Award
At the Chivas Spear’s Russia Wealth Management Awards 2011 Julius Baer has been named ‘Foreign private bank of the year (outside of Russia)’. The Bank has won the prize for the second consecutive year, acknowledging its outstanding services for Russian clients. Since 2009 the awards have been organised annually by the publisher of the Russian edition of Spear’s, an international magazine for high net worth individuals.
Bank Julius Baer again honoured with two accolades at the Private Banker International Annual Awards 2011
For the third consecutive year, Julius Baer has been named ‘Outstanding Wealth Manager – Customer Relationship Skills 2011’ at the Private Banker International (PBI) Global Awards Ceremony 2011 and received in addition the important accolade as ‘Outstanding Private Bank – Europe 2011’.
Press Release (PDF, 25 kb)
Julius Baer confirmed as ‘Best Boutique Private Bank in Asia’ for the second consecutive year
‘The Asset’ magazine, a leading regional trade publication, has named Julius Baer as this years’ winner of the ‘Best Boutique Private Bank in Asia’. This award goes to the boutique private bank that has provided the most appropriate advice to high net worth clients, the most experienced relationship managers and the best range of products.
Swiss Derivative Awards 2011 - Julius Baer named ‘Best Market Maker for Investment Products’
Julius Baer has been named ‘Best Market Maker for Investment Products’ at the Swiss Derivative Awards 2011, this being the second year running that the Bank has received one of the prestigious accolades. Julius Baer impressed with the constant provision of proper market liquidity across the entire product range. The annual Swiss Derivative Awards recognize outstanding and innovative products and exceptional services in the Swiss market for structured products.
Press Release (PDF, 13 kb)
Bank Julius Baer best Swiss bank at Fuchsbriefe’s mystery testing
Bank Julius Baer & Co. Ltd. has been named best Swiss bank in this year’s test by ‘Fuchsbriefe’ publishers. Additionally, it reached again a top position, finishing third in German-speaking Europe. Hundred banks and independent asset managers from Luxembourg, Germany, Austria, Switzerland and Liechtenstein have been tested.
Press Release (PDF, 18 kb)
SPEAR’S Russia Wealth Management Awards: Julius Baer named ‘Foreign Private Bank of the Year’
Julius Baer receives SPEAR’s Russia Wealth Management Award in the category ‘Foreign Private Bank of the Year’ as ‘a foreign bank that has demonstrated best performance and delivered outstanding service for Russian HNW individuals during 2009-2010’. It is the first time the Bank receives such an accolade in the very competitive Russian market. SPEAR’s is an international, quarterly magazine for high net worth individuals (HNWIs) and those in the financial service industries.
Global Private Banking Awards 2010: Julius Baer receives ‘Best Private Bank in Switzerland’ and ‘Best Private Bank Strategy for Growth’ awards
Julius Baer has received the ‘Best Private Bank in Switzerland’ and ‘Best Private Bank Strategy for Growth’ awards from the renowned Financial Times publications ‘Professional Wealth Management’ (PWM) and ‘The Banker’. These prestigious accolades – which are presented to industry leaders that set new best practice standards in the field of wealth management – are an acknowledgement of Julius Baer’s strong commitment to its Swiss home market and of the Bank’s profitable growth strategy.
Double win for Julius Baer at the Private Banker International’s Annual Awards
Julius Baer has won two awards at the Private Banker International’s (PBI) 20th Annual Awards, 2010. The Bank was presented with the ‘Outstanding Wealth Manager – Customer Relationship Skills’ award, while Thomas R. Meier, Member of the Executive Board and CEO Asia, received the ‘Outstanding Private Banker – Asia Pacific’ accolade.
Julius Baer awarded ‘Best Boutique Private Bank 2010’ by ‘The Asset’
The past four years, Bank Julius Baer was on a strong build-out phase. Simultaneously, it was winning business as other established houses started to experience an exodus of funds following the crisis. Being a private bank, Julius Baer turned the market turmoil into its favour. The result: it has achieved a growth in its business that is the envy of many – and has become a serious competitor to the more established larger banks.
Swiss Derivative Awards 2010 - Julius Baer wins 1st prize in leverage products category
Bank Julius Baer received the 1st prize for the best leverage product at the Swiss Derivative Awards 2010. This is the first time that the bank has received this prestigious Swiss industry accolade after it impressed the jury with its innovative product that directly exploits market distortions. The annual Swiss Derivative Awards recognize outstanding and innovative products and exceptional services in the Swiss derivative market.
Press Release (PDF, 22 kb)
Julius Baer awarded 'Best Private Bank' by 'FinanceAsia' Magazine for second consecutive year
This prestigious award bears testament to Julius Baer’s premier position in the wealth management industry. The ‘Best Private Bank’ title is awarded to the organisation which best responds to a hypothetical client case. The Julius Baer submission was deemed to be the winner because of the creativity of the solution, the care taken to understand the client’s situation, and the performance expected from the solution.
Press Release (PDF, 18 kb)
Bank Julius Baer has been named ‘Best Wealth Manager 2010’ in German-speaking Europe
Bank Julius Baer & Co. Ltd. has been named ‘Best Wealth Manager 2010’ in German-speaking Europe in this year’s mystery testing by ‘Fuchsbriefe’ publishers. It is the first time this prestigious award goes to Switzerland. Julius Baer succeeded against 116 banks and independent asset managers from Luxembourg, Germany, Austria, Switzerland and Liechtenstein.
‘Best Strategy for Growth Award 2009’ by the Financial Times Group
Julius Baer wins ‘Best Strategy for Growth’ in the Global Private Banking Awards 2009 presented by the Financial Times Group, in association with their two trade magazines ‘The Banker’ and ‘Professional Wealth Management’. Julius Baer was also highly recommended in the flagship ‘Best Private Bank in Europe/Switzerland’ (second place), and ‘Best Global Private Bank’ (in the top three).
19th Private Banker International Awards 2009 named Julius Baer ‘Outstanding Private Bank – Customer Relationship Skills’
The British trade magazine ‘Private Banker International’ awards Julius Baer the first place for ‘Outstanding Private Bank – Customer Relationship Skill’. Julius Baer has consciously pursued a strategy of becoming a pure-play private bank. This approach allows it to focus 100 per cent on client needs, a key requisite for any Swiss private bank.
BILANZ: Best Corporate Governance 2009
During 2008 and 2009, Julius Baer received awards and recognitions in several disciplines. Some of the awards originate from organisations within the financial industry; others represent the result of our successful marketing efforts. This is an overview of awards received.
Asiamoney: Best Boutique Bank in Asia/Pacific 2008 and 2009
‘Asiamoney’, a leading monthly business magazine based in Hong Kong, named Julius Baer ‘Best Boutique Bank in Asia/Pacific’ for the years 2008 and 2009.
Press Release (PDF, 81 kb)
BILANZ: Best Private Bank 2009
The Swiss business magazine ‘BILANZ’ tested the quality of client advice of 18 banks in Switzerland by mystery shopping. Julius Baer was the overall winner in the three categories ‘Private Banks’, ‘Universal Banks (national)’ and ‘Universal Banks (regional)’ and was also victorious in the category ‘Private Banks’.
Private Banker International: Outstanding Private Bank Europe and Outstanding Young Private Banker 2008
The British business magazine ‘Private Banker International’ named Julius Baer ‘Outstanding Private Bank Europe’ and COO Boris F.J. Collardi ‘Outstanding Young Private Banker’ (now CEO of the Julius Baer Group).
Spear’s: European Private Bank 2008
The British private banking and wealth management magazine ‘Spear’s WMS’ named Julius Baer ‘European Private Bank of the Year 2008’.
FinanceAsia: Best Private Bank 2008
‘FinanceAsia’, one of the leading business magazines in Asia, awarded Julius Baer the title ‘Best Private Bank 2008
Elite Report 2009: Julius Baer amongst the ‘elite foundation experts’
The German ‘Elite Report 2009’ has named 23 banks in Germany, Austria, Liechtenstein and Switzerland as ‘the elite of foundation experts’ – Julius Baer is one of them. The awarded institutes are the best in counselling the roughly 60 000 trusts in the four countries mentioned.
BILANZ: Julius Baer among the most valuable Swiss brands 2009
Every year, the Swiss business magazine ‘BILANZ’ conducts an in-depth analysis about the value and status of the most valuable Swiss brands. This year, Julius Baer reached the excellent 11th place (previous year 21st).
AME (Advertising and Marketing Effectiveness) Award 2008
Thanks to its innovative ‘What is Excellence?’ advertising campaign, Julius Baer was the only financial institution to be awarded with the acclaimed ‘AME 2008 Bronze Medallion’.