Company Tagline
Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.
Industry Category
Business Keywords
Company Description
Julius Baer is a leading international wealth management group, deeply rooted in Swiss heritage and committed to providing exceptional financial services. With a global presence spanning over 60 locations, including its headquarters in Zurich at Bahnhofstrasse 36, 8010 Zürich, Switzerland, Julius Baer excels in delivering personalized and innovative solutions to meet the sophisticated needs of its clients. The firm also has a significant presence in key financial hubs such as Singapore (7 Straits View, #28-01 Marina One East Tower, 018960), Hong Kong (1 Harbour View Street, Central, 39/F, One International Finance Centre), and Dubai (ICD Brookfield Place, Level 15, Dubai International Financial Centre (DIFC), 504925).
Julius Baer specializes in a comprehensive suite of services, including private banking, wealth planning, Lombard lending, securities execution and advisory, and foreign exchange. The company is also at the forefront of sustainable investing, structured products, and holistic advice, ensuring clients receive forward-thinking strategies aligned with their values and goals. Julius Baer is dedicated to providing global custody, investment advisory, and wealth management solutions that empower clients to achieve their financial aspirations.
With a rich history dating back to 1890, Julius Baer continues to build on its legacy of trust, integrity, and performance. The firm's commitment to excellence is evident in its dedication to serving the next generation of investors and providing specialized services such as precious metals and discretionary mandates. The management team at Julius Baer is continually working to enhance and expand its offerings to meet the evolving needs of its clientele. We invite the management team at Julius Baer to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.
Julius Baer est un groupe international de premier plan dans le domaine de la gestion de patrimoine, profondément enraciné dans l'héritage suisse et engagé à fournir des services financiers exceptionnels. Avec une présence mondiale dans plus de 60 sites, dont son siège social à Zurich, Bahnhofstrasse 36, 8010 Zürich, Suisse, Julius Baer excelle dans la fourniture de solutions personnalisées et innovantes pour répondre aux besoins sophistiqués de ses clients. L'entreprise est également fortement présente dans des centres financiers clés tels que Singapour (7 Straits View, #28-01 Marina One East Tower, 018960), Hong Kong (1 Harbour View Street, Central, 39/F, One International Finance Centre) et Dubaï (ICD Brookfield Place, Level 15, Dubai International Financial Centre (DIFC), 504925).
Julius Baer est spécialisé dans une gamme complète de services, comprenant la banque privée, la planification patrimoniale, les prêts lombards, l'exécution et le conseil en matière de valeurs mobilières, et le change. L'entreprise est également à l'avant-garde de l'investissement durable, des produits structurés et des conseils holistiques, garantissant ainsi à ses clients des stratégies avant-gardistes alignées sur leurs valeurs et leurs objectifs. Julius Baer se consacre à la fourniture de services de conservation globale, de conseil en investissement et de solutions de gestion de patrimoine qui permettent aux clients de réaliser leurs aspirations financières.
Avec une histoire riche remontant à 1890, Julius Baer continue de s'appuyer sur son héritage de confiance, d'intégrité et de performance. L'engagement de l'entreprise envers l'excellence se manifeste dans son dévouement à servir la prochaine génération d'investisseurs et à fournir des services spécialisés tels que les métaux précieux et les mandats discrétionnaires. L'équipe de direction de Julius Baer travaille continuellement à améliorer et à élargir ses offres pour répondre aux besoins en constante évolution de sa clientèle. Nous invitons l'équipe de direction de Julius Baer à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur ses services exceptionnels.
Key Personnel / Employees
Compare Companies Side by Side
Compare Julius Baer with 3 companies in Banking
| Comparison Field |
Julius BaerMain Company |
EvooqView Profile |
Turicum Private BankView Profile |
Banca del SempioneView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2018 | 1993 | 1960 |
|
Company Size
|
— | 51-200 | 51-200 | 51-200 |
|
City
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Zurich, Zürich | Lausanne, Vaud | Lugano, Ticino | |
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Country
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Switzerland | Switzerland | Switzerland | |
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Skills & Keywords
Comparing with main company
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17 Total Skills
Wealth Management
Private Banking
Investment Advisory
Financial Services
Sustainable Investing
Lombard Lending
Securities Execution
Wealth Planning
Your Wealth
Securities Execution & Advisory
Foreign Exchange
Structured Products
Next Generation
Precious Metals
Discretionary Mandates
Holistic Advice
Global Custody
|
18 Total
18 Unique
Unique Skills:
Advisory Application
Advisory Process
Asset Management
Banking
Digitalization
EAM
+12
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11 Total
11 Unique
Unique Skills:
Advisory Services
Alternative Investments
Brokerage
Digital Assets
Equities
External Asset Managers
+5
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2 Total
1 Common
1 Unique
Match
6%
Common Skills:
Financial Services
Unique Skills:
Asset Management
|
4
Total Companies1960
Oldest Founded1
Countries46
Unique SkillsSimilar Companies
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Alternative Company Names
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