Craft

Julius Baer

Stock Price

CHF54.6

2024-10-29

Market Capitalization

CHF11.2 B

2024-10-29

Revenue

CHF3.6 B

FY, 2020

Julius Baer Summary

Company Summary

Overview
Julius Bär is a banking group that provides private clients with wealth management services. It offers a range of solutions such as discretionary mandates, family office services, foreign exchange and precious metals, global custody, investment advisory mandates, securities execution and advisory, structured products, wealth planning, and lombard lending. In addition, the company provides advice on asset structuring, financial planning, succession planning, relocation, retirement, and philanthropy.
Type
Public
Status
Active
Founded
1890
HQ
Zürich, CH | view all locations
Website
https://www.juliusbaer.com/
Cybersecurity rating
ESG rating
50-59 out of 100|View all ESG data
Sectors

Key People

  • Philipp Rickenbacher

    Philipp Rickenbacher, Chief Executive Officer

  • Evie Kostakis

    Evie Kostakis, Chief Financial Officer

  • Nic Dreckmann

    Nic Dreckmann, Chief Operating Officer & Head Intermediaries

  • Yves Bonzon

    Yves Bonzon, Chief Investment Officer, Investment & Wealth Management Solutions

Operating MetricsView all

Assets Under Management

CHF433.7B
1.8%

FY, 2020

Average Assets Under Management

CHF409.2B
1.2%

FY, 2020

LocationsView all

57 locations detected

  • Zürich, ZH HQ

    Switzerland

    Bahnhofstrasse 36

  • Manama, Muḥāfaẓat al-ʿĀṣimah

    Bahrain

    BMB Building, 3rd Floor Diplomatic Area P.O. Box 11428

  • São Paulo, SP

    Brazil

    Avenida Brigadeiro Faria Lima, 4285, 10th and 11th floor

  • Santiago de Chile, Región Metropolitana

    Chile

    Mariano Sánchez Fontecilla 310, piso 10

  • Shanghai, Shanghai Shi

    China

    Unit 1503, Floor 15, Azia Center No. 1233 Lujiazui Ring Road, Pudong

  • Bogotá, Bogota

    Colombia

and 51 others

Julius Baer Financials

Summary Financials

Revenue (H1, 2021)
CHF2.0B
Net income (H1, 2021)
CHF606.0K
Cash (H1, 2021)
CHF16.6B
Enterprise value
($3.0B)

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