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
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Sectors
Financial Services
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Julius Baer Gruppe Ag
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Annual Revenue
$6.93 B (USD)0as on Dec 31, 2024
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Net Profit
$1.13 B (USD)0as on Dec 31, 2024
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EBITDA
$20.32 M (USD)1.57as on Mar 31, 2023
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Latest Funding Round
Not available
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Investors
Nomura
& 1 more
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Employee Count
7590
as on Dec 31, 2024
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Investments & Acquisitions
GPS Investimentos
& 3 more
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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.
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.
People of Julius Baer
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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
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Funding Insights of Julius Baer
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.
| Investor | Description | Founded Year | Domain | Location |
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Sovereign wealth is managed and private equity investments are facilitated.
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Locked | Locked | Locked | |
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Diversified asset management services are offered globally by the firm.
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Locked | Locked | Locked |
Investor details for Julius Baer
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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.
Investment portfolio details for Julius Baer
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Wealth management services are provided to clients in Brazil.
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Locked | Locked | 2011 | Locked | |
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Diversified investment management services are provided across various sectors.
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Locked | Locked | 1999 | Locked | |
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Provider of wealth management, financial consulting, and investment services
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Locked | Locked | 1998 | Locked |
Complete acquisition details for Julius Baer
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Financial Statements - Julius Baer
Detailed financials for Julius Baer
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Julius Baer Comparisons
Peer comparison for Julius Baer
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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| Locked | Locked | Locked |
Provider of wealth management services
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| Locked | Locked | Locked |
Provider of wealth management services
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| Locked | Locked | Locked |
Provider of wealth management services
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| Locked | Locked | Locked |
Offers private banking, investment management, and advisory services globally.
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| Locked | Locked | Locked |
Offers wealth management, investment services, and banking solutions to global clients.
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Detailed competitors of Julius Baer
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Latest news on Julius Baer
Complete news archive for Julius Baer
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Frequently Asked Questions about Julius Baer
Julius Baer was founded in 1890 and raised its 1st funding round 128 years after it was founded.
Julius Baer is headquartered in Zurich, Switzerland.
Nic Dreckmann is the current CEO of Julius Baer.
As of Dec 31, 2024, the latest employee count at Julius Baer is 7,590.
Annual revenue of Julius Baer is $6.93B as on Dec 31, 2024.
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.
Julius Baer's top competitors include CA Indosuez Wealth, Vontobel and Lombard Odier.
Julius Baer offers Wealth Advisory Services, Retirement Planning Services, and Asset Management Services.
Yes, Julius Baer is publicly traded on SIX under the ticker symbol BAER.
Julius Baer has made 4 acquisitions, including GPS Investimentos, Kairos Partners, and NSC Asesores.
The ticker symbol of Julius Baer is BAER on SIX.