OverviewSuggest Edit

Julius Baer 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 snd 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.
TypePublic
Founded1890
HQZürich, CH
Websitejuliusbaer.com
Employee Ratings4.3
Overall CultureC-

Latest Updates

Employees (est.) (Dec 2020)6,606
Job Openings66
Revenue (FY, 2020)CHF3.6 B(+6%)
Share Price (Sept 2021)CHF62.8(-1%)
Cybersecurity ratingAMore

Key People/Management at Julius Baer

Philipp Rickenbacher

Philipp Rickenbacher

Chief Executive Officer
Dieter A. Enkelmann

Dieter A. Enkelmann

Chief Financial Officer
Nic Dreckmann

Nic Dreckmann

Chief Operating Officer & Head Intermediaries
Yves Bonzon

Yves Bonzon

Investment & Wealth Management Solutions, Chief Investment Officer
Oliver Bartholet

Oliver Bartholet

Chief Risk Officer
Romeo Lacher

Romeo Lacher

Chairman
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Julius Baer Office Locations

Julius Baer has offices in Zürich, Bagnes, Basel, Bern and in 53 other locations
Zürich, CH (HQ)
Bahnhofstrasse 36
Bagnes, CH
Route des Creux 7/238
Basel, CH
Freie Str. 107
Bern, CH
Bundesgasse 30
Genève, CH
Rue Pierre-Fatio 7
Lausanne, CH
Avenue de la Gare 39/236
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Julius Baer Financials and Metrics

Julius Baer Revenue

Julius Baer's revenue was reported to be CHF3.58 b in FY, 2020 which is a 5.9% increase from the previous period.
CHF

Revenue (FY, 2020)

3.6b

Revenue growth (FY, 2019 - FY, 2020), %

5.9%

Net income (FY, 2020)

698.6m

Market capitalization (8-Sept-2021)

13.5b

Closing stock price (8-Sept-2021)

62.8

Cash (31-Dec-2020)

14.6b

EV

4.0b
Julius Baer's current market capitalization is CHF13.5 b.
Annual
CHFFY, 2018FY, 2019FY, 2020

Revenue

3.4b3.4b3.6b

Revenue growth, %

0%6%

General and administrative expense

2.3b2.3b2.3b

Operating expense total

3.4b2.5b2.7b
Half Year
CHFH1, 2018H1, 2019H1, 2020

Revenue

1.8b1.7b1.9b

General and administrative expense

1.2b1.2b1.2b

Operating expense total

1.2b1.3b1.3b

Depreciation and amortization

78.9m122.8m113.6m
Annual
CHFFY, 2018FY, 2019FY, 2020

Cash

15.8b10.1b14.6b

Accounts Receivable

45.3b48.4b47.2b

PP&E

352.8m612.9m580.5m

Goodwill

2.1b2.0b1.8b
Half Year
CHFH1, 2018H1, 2019H1, 2020

Cash

13.2b12.7b14.8b

Accounts Receivable

46.7b46.7b46.5b

PP&E

353.5m611.7m576.0m

Total Assets

103.5b10.7b107.4b
Annual
CHFFY, 2018FY, 2019FY, 2020

Net Income

735.3m465.0m698.6m

Depreciation and Amortization

164.1m249.7m431.0m

Cash From Operating Activities

9.2b(8.9b)6.3b

Purchases of PP&E

(177.1m)(164.7m)(185.5m)
Half Year
CHFH1, 2018H1, 2019H1, 2020

Net Income

443.8m342.9m491.0m

Depreciation and Amortization

79.0m122.8m113.6m

Cash From Operating Activities

7.6b(2.5b)6.8b

Purchases of PP&E

(89.2m)(66.5m)(87.3m)
CHFH1, 2018

Debt/Equity

1.4 x

Debt/Assets

0.1 x

Financial Leverage

17.9 x
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Julius Baer Operating Metrics

Julius Baer's Assets Under Management was reported to be CHF433.7b in FY, 2020.
FY, 2018FY, 2019FY, 2020

Assets Under Management

CHF382.1 bCHF426.1 bCHF433.7 b

Average Assets Under Management

CHF393.9 bCHF414 bCHF409.2 b
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Julius Baer Acquisitions / Subsidiaries

Company NameDateDeal Size
Bank Julius Baer & Co. Ltd
Bank Julius Baer Europe S.A.
Bank Julius Baer (Monaco) S.A.M.
Bank Julius Baer Nominees (Singapore) Pte. Ltd.
Bank Julius Bär Deutschland AG
Fransad Gestion SA
JB Funding (Hong Kong) Limited
JB Participations Ltd.
Julius Baer Advisory S.A.E.
Julius Baer Advisory (Uruguay) S.A.
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Julius Baer Revenue Breakdown

Embed Graph

Julius Baer revenue breakdown by geographic segment: 53.1% from Switzerland, 18.4% from Europe excluding Switzerland, 26.5% from Asia and Other Countries and 2.0% from Other

Julius Baer Cybersecurity Score

Cybersecurity ratingPremium dataset

A

93/100

SecurityScorecard logo

Julius Baer Online and Social Media Presence

Embed Graph

Julius Baer Company Culture

  • Overall Culture

    C-

    64/100

  • CEO Rating

    F

    53/100

  • Compensation

    C-

    61/100

Learn more on Comparably

Julius Baer News and Updates

Julius Baer Posts Record Profit as Client Inflows Double

Julius Baer Posts Record Profit as Client Inflows Double

Julius Baer Weighs Opening U.S. Business, Buying LatAm Firms

Julius Baer Group Ltd. is deciding whether to start a wealth-management business in the U.S. as it seeks partnerships or acquisitions in its core Latin American markets.

Julius Baer Sees More Volatility to Come After Record Profit

Julius Baer Group Ltd. posted sharp trading gains after the coronavirus roiled markets, while a drop in interest income prompted concerns about the longer-term profit outlook.

Julius Baer faces investigation over ties to Argentine client -NZZ

Swiss private bank Julius Baer faces investigation by watchdog FINMA over whether it followed correct procedures against money laundering in its ties with a former Argentine client, the Neue Zuercher Zeitung newspaper said on Wednesday.

Julius Baer to postpone AGM, propose split dividend

Swiss wealth manager Julius Baer will propose splitting its 2019 dividend payment into two halves following a regulatory request, it said on Tuesday, postponing by a month its annual general meeting in order to meet notification requirements.

Swiss bank Julius Baer slammed for money laundering failures

Swiss bank Julius Baer has been reprimanded by the country's watchdog for ignoring money laundering risks in handling millions of francs of suspect payments linked to corruption in Venezuela and world soccer body FIFA.
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Julius Baer Frequently Asked Questions

  • When was Julius Baer founded?

    Julius Baer was founded in 1890.

  • Who are Julius Baer key executives?

    Julius Baer's key executives are Philipp Rickenbacher, Dieter A. Enkelmann and Nic Dreckmann.

  • How many employees does Julius Baer have?

    Julius Baer has 6,606 employees.

  • What is Julius Baer revenue?

    Latest Julius Baer annual revenue is CHF3.6 b.

  • What is Julius Baer revenue per employee?

    Latest Julius Baer revenue per employee is CHF542.4 k.

  • Who are Julius Baer competitors?

    Competitors of Julius Baer include EFG International, St. James's Place and Lombard Odier.

  • Where is Julius Baer headquarters?

    Julius Baer headquarters is located at Bahnhofstrasse 36, Zürich.

  • Where are Julius Baer offices?

    Julius Baer has offices in Zürich, Bagnes, Basel, Bern and in 53 other locations.

  • How many offices does Julius Baer have?

    Julius Baer has 58 offices.