About Julius Baer
Julius Baer is a company based in Zurich (Switzerland) founded in 1890.. The company has 7,590 employees as of December 31, 2024. Julius Baer has completed 4 acquisitions, including GPS Investimentos, Kairos Partners and NSC Asesores. Julius Baer offers products and services including Wealth Advisory Services, Retirement Planning Services, and Asset Management Services. Julius Baer operates in a competitive market with competitors including CA Indosuez Wealth, Vontobel, Lombard Odier, SYZ Group and CBH Bank, among others.
- Headquarter Zurich, Switzerland
- Employees 7590 as on 31 Dec, 2024
- Stage Public
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Julius Baer Gruppe Ag
-
Annual Revenue
$6.93 B (USD)7.35as on Dec 31, 2024
-
Net Profit
$1.13 B (USD)124.67as on Dec 31, 2024
-
EBITDA
$20.32 M (USD)1.57as on Mar 31, 2023
-
Latest Funding Round
-
Investors
Nomura
& 1 more
-
Employee Count
7590
as on Dec 31, 2024
-
Investments & Acquisitions
GPS Investimentos
& 3 more
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
IPO & Listings of Julius Baer
Julius Baer is a publicly listed company on the SIX with ticker symbol BAER in Switzerland, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
Products & Services of Julius Baer
Julius Baer offers a comprehensive portfolio of products and services, including Wealth Advisory Services, Retirement Planning Services, and Asset Management Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Expert guidance on financial planning, investments, and asset management for individuals.
Assistance in planning and securing retirement funds through personalized strategies.
Long-term management of assets to achieve client financial goals effectively.
Unlock access to complete
Unlock access to complete
Leadership Team
122 people
Software Development Team
75 people
Head Team
35 people
Finance and Accounting
14 people
Product Management Team
14 people
Private Team
13 people
Senior Team
10 people
Business Team
10 people
Unlock access to complete
Funding Insights of Julius Baer
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2019 | Amount | Post-IPO - Julius Baer | Valuation |
investors |
|
| Sep, 2018 | Amount | Post-IPO - Julius Baer | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Julius Baer
Julius Baer has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Nomura and GIC. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Sovereign wealth is managed and private equity investments are facilitated.
|
Founded Year | Domain | Location | |
|
Diversified asset management services are offered globally by the firm.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Julius Baer
Julius Baer has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include GPS Investimentos, Kairos Partners and NSC Asesores. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Wealth management services are provided to clients in Brazil.
|
2011 | ||||
|
Diversified investment management services are provided across various sectors.
|
1999 | ||||
|
Provider of wealth management, financial consulting, and investment services
|
1998 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
OVO is recognized as a smart digital payment application.
|
2017 | ||||
|
Bionic investment advisor platform
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - Julius Baer
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Julius Baer Comparisons
Competitors of Julius Baer
Julius Baer operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as CA Indosuez Wealth, Vontobel, Lombard Odier, SYZ Group and CBH Bank, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
Offers private banking, investment management, and advisory services globally.
|
|
| domain | founded_year | HQ Location |
Offers wealth management, investment services, and banking solutions to global clients.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Julius Baer
Frequently Asked Questions about Julius Baer
When was Julius Baer founded?
Julius Baer was founded in 1890 and raised its 1st funding round 128 years after it was founded.
Where is Julius Baer located?
Julius Baer is headquartered in Zurich, Switzerland.
Who is the current CEO of Julius Baer?
Nic Dreckmann is the current CEO of Julius Baer.
How many employees does Julius Baer have?
As of Dec 31, 2024, the latest employee count at Julius Baer is 7,590.
What is the annual revenue of Julius Baer?
Annual revenue of Julius Baer is $6.93B as on Dec 31, 2024.
What does Julius Baer do?
Julius Baer was founded in 1890 in Zurich, Switzerland, operating as a private bank in the wealth management sector. Services such as discretionary mandates, investment advisory, open product platforms, financial market operations, global custody, financing, and wealth planning are provided to clients. In 2022, annual revenues of 4.73 billion and net profits of 0.99 billion were achieved.
Who are the top competitors of Julius Baer?
Julius Baer's top competitors include CA Indosuez Wealth, Vontobel and Lombard Odier.
What products or services does Julius Baer offer?
Julius Baer offers Wealth Advisory Services, Retirement Planning Services, and Asset Management Services.
Is Julius Baer publicly traded?
Yes, Julius Baer is publicly traded on SIX under the ticker symbol BAER.
How many acquisitions has Julius Baer made?
Julius Baer has made 4 acquisitions, including GPS Investimentos, Kairos Partners, and NSC Asesores.
Who are Julius Baer's investors?
What is Julius Baer's ticker symbol?
The ticker symbol of Julius Baer is BAER on SIX.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.