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Business & Strategy

Julius Baer is the leading Swiss private banking group

We focus on providing high-end services and in-depth advice to private clients based around the world. Our client relationships are built on partnership, continuity and mutual trust.

The renowned brand Julius Baer is synonymous with best-in-class investment and wealth planning solutions based on a truly open, managed product platform. We actively embrace change to remain at the leading edge of a genuine growth industry - as we have done for over 125 years now.

As the international reference in private banking, we manage our company for the long term and pursue a corporate strategy based primarily on four cornerstones.

  • We passionately live pure private banking - for our clients locally and worldwide
  • We are independent - remaining true to our Swiss family heritage
  • We give objective advice - leveraging our expertise via our unique open product platform
  • We are entrepreneurial and innovative - setting the pace in the industry

These cornerstones are complemented by prudent financial and risk management, resulting in a very strong capital base and comparatively low risk profile. We aim at achieving sustainable and industry-leading profitable growth, thus remaining competitive and highly attractive for our clients, for the relationship managers (RMs) taking care of them, for all other employees and for our Swiss and international shareholder base.

Our strategic priorities are centred on capturing the strong wealth creation dynamics of growth markets and on further penetrating the high wealth concentration of our core European markets. In addition to fostering organic growth, broadening our base of highly qualified RMs and cooperating with strong partners, Julius Baer is also open to opportunistic acquisitions provided they offer a convincing strategic and cultural fit and are value-enhancing.

Contact Investors

Alexander Van Leeuwen
  • Alexander van Leeuwen
  • Investor Relations
  • Head Investor Relations
  • Tel: +41 (0)58 888 5256
  • > Send Email

Contact Media

Valeria Ancarani
  • Jan Vonder Muehll
  • Global Media Relations
  • Head Media Relations
  • Tel: +41 (0)58 888 8888
  • > Send Email

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