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Business and Strategy

We aim to be the world’s most personal and pioneering pure wealth manager.

Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advising sophisticated private clients. In all we do, we are inspired by our purpose: creating value beyond wealth.

A prudent financial and risk management results in a very strong capital base and comparatively low risk profile. We aim to achieve sustainable and industry-leading profitable growth, thus remaining competitive and highly attractive for our stakeholders.

Our strategic priorities centre 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.

Strategy

Cycle 2020 - 2022 “SHIFT - SHARPEN - ACCELERATE”

The focus of our strategy is to sharpen our value proposition for our clients, to accelerate our investments in human advice and technology, and to shift our leadership focus from an asset-gathering strategy to one of sustainable profit growth. Further information can be found in the documents presented on our Strategy Update 2020

Cycle 2022 - 2025 “FOCUS - SCALE - INNOVATE”

The 2020 to 2022 strategic cycle saw us solidify the foundation from which we will launch the next phase. During our 2023 to 2025 strategic cycle we enter into the next phase of development and profitable growth. It is based on the three pillars Focus, Scale and Innovate. Further information can be found in the documents presented on our Strategy Update in May 2022

Offering

Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advising sophisticated private clients.

Julius Baer’s activities are centred on the deep understanding of our clients’ needs in respect to wealth accumulation, wealth preservation, and wealth transfer to next generations. We deploy a holistic advisory approach to systematically derive the appropriate financial solutions.

Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.

More about our services and offering can be found under Our Solutions.

Sustainability

We engage in long-term value creation for our clients, employees, shareholders and society at large. We do this by responsibly managing our organisation and offering in line with our own as well as our clients’ values.

Through our sustainability strategy, we will continue to

  • further integrate environmental, social and governance (ESG) factors into our investment processes;
  • embed sustainability principles more deeply and broadly into our operational activities;
  • proactively reduce our environmental footprint;
  • maintain a culture of responsible leadership and a supportive working environment that promotes diversity and inclusion;
  • play an active role in society beyond our direct business activities.

More details regarding our strategic priorities and efforts as well as the last Corporate Sustainability reports can be found here:

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