Julius Baer Gruppe AG
Capital Structure
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in mil. unless spec.Company Description
- CEO
- Stefan Rolf Bollinger
- Full Time Employees
- 7,390
- Sector
- Finance
- Industry
- Financial conglomerates
- Address
- Bahnhofstrasse 36 Zurich ZH Switzerland 8010
- IPO Date
- Sep 24, 2009
- Website
- juliusbaer.com
- Similar Companies
- Business
- Julius Baer Gruppe AG, headquartered in Zurich, Switzerland, and founded in 1890, operates as a leading Swiss multinational private banking and wealth management group listed on the SIX Swiss Exchange under the ticker BAER.SW. The company focuses exclusively on servicing private clients and independent asset managers through its principal operating entity, Bank Julius Baer & Co. Ltd., offering investment advisory and discretionary mandates; structured products, securities execution and advisory; private markets and fund offerings; open product platform solutions; wealth planning and family office services; lombard and bespoke lending solutions; real estate financing; and selective trading services. With assets under management reaching a record CHF 520 billion as of October 2025 and over 7,500 employees across approximately 60 locations in 25 to 28 countries including Switzerland, Europe (such as Geneva, London, Luxembourg, Frankfurt, Madrid, Milan, Monaco and Dublin), Asia (Hong Kong, Singapore, Shanghai, Tokyo, Mumbai and Bangkok via strategic partnerships), the Americas (Mexico City, Santiago de Chile and Montevideo) and the Middle East (Dubai, Manama and forthcoming Abu Dhabi), Julius Baer emphasises client-centric advice, Swiss banking values and an entrepreneurial culture. Recent strategic changes include the appointment of Stefan Bollinger as CEO in 2025, the nomination of Noel Quinn as Chairman effective May 2025 succeeding Romeo Lacher, a major organisational overhaul in 2025 streamlining the executive board from 15 to 5 members, restructuring client operations into three global regions (Asia, Emerging Markets, Western Markets & Switzerland), establishing a new global wealth management committee and products & solutions unit, exiting the onshore Brazil market with deconsolidation in March 2025, launching an onshore presence in Italy, expanding into Abu Dhabi with in-principle approval for Julius Baer (Abu Dhabi) Ltd targeting ultra-high-net-worth individuals and family offices, implementing cost-saving measures exceeding CHF 130 million run-rate by end-2025, de-risking the loan book by managing down CHF 700 million in non-core real estate positions with additional CHF 149 million loan loss provisions in November 2025, and achieving net new money inflows of CHF 11.7 billion in the first ten months of 2025 primarily from Asia, Western Europe and the Middle East.
Company News
Julius Baer CIO: Balance AI bets with 'anti-AI' trade
Swiss bank Julius Baer announces $723 million share buyback program
Julius Baer seriously breached risk and money laundering rules, Swiss regulator says
Treasury's ramped-up bond buybacks soften the U.S. dollar and boost the gold price – Julius Baer
Julius Baer beats net new money forecast, says de-risking impact to persist
Julius Baer Net Profit More Than Doubles to Record High
Julius Baer appoints Peter Burrill as CFO
Julius Baer Expects Client Activity to Slow After Strong Start
Exclusive: Swiss bank Julius Baer initiates search to replace its CFO, sources say
Accumulate more gold at current levels: Julius Baer CIO
Julius Baer CEO tops highest pay at UBS
Julius Baer CEO calls for Swiss public register of rogue bankers to protect reputation
Julius Bär Gruppe AG (JBAXY) Q4 2025 Earnings Call Transcript
Julius Baer Posts Expected Drop in Profit
Julius Baer reports net profit of $988 million for 2025
Julius Baer Draws Line Under Credit Review as Bank Posts Record Client Assets
Julius Baer announces further loan loss allowances of $184 million
Julius Baer to replace Swiss IT system with Temenos product, sources say
Julius Baer faces credit losses from insolvent Degag Group, report says
Julius Bär Gruppe AG (JBAXY) H1 2025 Earnings Conference Call Transcript