Julius Baer at a glance
Big enough to matter yet small enough to care
The leading Swiss private banking group
Julius Baer’s origins date back to 1890. And from that time, up until today, the renowned Swiss private banking group has been dedicated to serving and advising¹ sophisticated private clients and family offices from around the world. Our client relationships are built on partnership, continuity and mutual trust.
Today, Julius Baer is the leading Swiss private banking group, with Bank Julius Baer & Co. Ltd. being its principal operating company.
Who Julius Baer is:
- We passionately live pure private banking – for our clients locally and worldwide
- We are independent – remaining true to our Swiss family heritage²
- We give objective advice – leveraging our expertise via the Julius Baer open product platform
- We are entrepreneurial and innovative – setting the pace in the industry
Julius Baer is present in all major financial centres. Headquartered in Zurich, we have offices in key locations including Dubai, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Milan, Monaco, Montevideo, Moscow, Mumbai, Singapore and Tokyo. Welcome to the private banking world of Julius Baer.
¹Our 'open product and service platform' offers both investment products provided by Julius Baer and those provided by a limited number of third-party product providers. Our internal specialists and relationship managers in the UK provide 'restricted advice' on the limited range of investment products selected for the Julius Baer product and service platform.
²Where any person(s) or organisation(s) referred to on this website is described as 'independent', this should not be construed to mean that such person: (a) is able to clearly demonstrate that it does not have financial or commercial links with product providers that are capable of influencing its recommendations; (b) operates with objectivity and impartiality, and does not have any potential conflict of interest when recommending an investment product as a result of commercial or financial links with a product provider; (c) does not receive any commission or other benefit from any third party that is likely to create a bias in favour of a particular investment product, class of investment product or product provider; and (d) does not pay any commission or confer other benefit upon its representatives which may create product bias. In addition, the use of the word 'independent' to describe any person(s) or organisation(s) based in the UK should not be construed as giving any indication of whether such person provides 'independent advice' or 'restricted advice', according to the definitions of those terms under the rules of the UK Financial Conduct Authority.