Julius Baer Competitors and Similar CompaniesClear all

Julius Baer's competitors and similar companies include The Export-Import Bank of China, EFG International, St. James's Place, Lombard Odier, Schroders, Vontobel Holding and Pictet.

	Julius Baer Julius Bär is a banking group that provides private clients with wealth management services.	The Export-Import Bank of China The Export-Import Bank of China is a bank providing foreign trade, investment, and economic cooperation solutions.	EFG International EFG International is a banking group offering private banking and asset management services.	St. James's Place St. James's Place is a company providing wealth management solutions from investing for income to retirement planning and protection.	Lombard Odier Lombard Odier is a private bank for private and institutional clients.	Schroders Schroders is a wealth management company focused on providing services to individuals, families, and charities.	Vontobel Holding Vontobel Holding is a private bank and holding company divided into three main business units: Private Banking, Investment Banking, and Asset Management.	Pictet Pictet (Banque Pictet & Cie) is an investment company.
Founding Date	Founding Date 1890	Founding Date 1994	Founding Date 1995	Founding Date 1991	Founding Date 1796	Founding Date 1800	Founding Date 1924	Founding Date 1805
Type	Type Public	Type Subsidiary	Type Public	Type Public	Type Private	Type Public	Type Public	Type Private
Tags	Tags Financial Services banks financial management fintech investment management platform	Tags Financial Services auto loans banks home loans mortgages	Tags Financial Services banks home loans investment management mortgages payments	Tags Financial Services banks financial management investment management mortgages	Tags Financial Services banks fintech	Tags Financial Services financial management investment management management consulting	Tags Financial Services Investment banks financial management	Tags Investment financial management investment management private equity
Locations	Locations Zürich, CH HQ Manama, BH São Paulo, BR Santiago De Chile, CL Shanghai, CN Bogotá, CO Berlin, DE see more	Locations Beijing, CN HQ	Locations Zürich, CH HQ Adelaide, AU Brisbane, AU Canberra, AU Melbourne, AU Perth, AU Sydney, AU see more	Locations Cirencester, GB HQ Hong Kong, HK Dublin, IE Singapore, SG Aberdeen, GB Belfast, GB Borehamwood, GB see more	Locations Genève, CH HQ Nassau, BS Bruxelles, BE Hamilton, BM Paris, FR Frankfurt Am Main, DE see more	Locations London, GB HQ Buenos Aires, AR Sydney, AU Wien, AT Brussels, BE Hamilton, BM São Paulo, BR see more	Locations Zürich, CH HQ Sydney, AU Paris, FR Frankfurt Am Main, DE Hamburg, DE München, DE München, DE see more	Locations Geneva, CH HQ Nassau, BS Bruxelles, BE Montréal, CA Shanghai, CN Paris, FR Frankfurt Am Main, DE see more
Employees	Employees 7,425	Employees 493	Employees 3,025	Employees 2,298	Employees 2,385	Employees 6,438	Employees 1,972	Employees 5,40024% increase
Valuation ($)	Valuation ($) N/A	Valuation ($) N/A	Valuation ($) N/A	Valuation ($) 5 b	Valuation ($) N/A	Valuation ($) 7.1 b	Valuation ($) N/A	Valuation ($) N/A
Financial
Revenue (est.)	Revenue (est.) CHF3.6b (FY, 2020)	Revenue (est.) ¥197.1b (FY, 2023)	Revenue (est.) CHF1.8b (FY, 2022)	Revenue (est.) N/A	Revenue (est.) N/A	Revenue (est.) £2.9b (FY, 2023)	Revenue (est.) CHF1.7b (FY, 2022)	Revenue (est.) CHF446.3m (FY, 2022)
Cost of goods	Cost of goods N/A	Cost of goods ¥173.7b (FY, 2023)	Cost of goods CHF495.8m (FY, 2022)	Cost of goods N/A	Cost of goods N/A	Cost of goods £602.3m (FY, 2023)	Cost of goods CHF22.2m (FY, 2022)	Cost of goods CHF55.1m (FY, 2022)
Gross profit	Gross profit N/A	Gross profit ¥23.3b (FY, 2023)	Gross profit CHF1.3b (FY, 2022)	Gross profit £19b (FY, 2023)	Gross profit N/A	Gross profit £2.3b (FY, 2023)	Gross profit CHF1.6b (FY, 2022)	Gross profit CHF391.2m (FY, 2022)
Net income	Net income CHF698.6m (FY, 2020)	Net income ¥8.8b (FY, 2023)	Net income CHF203.7m (FY, 2022)	Net income (£4.5m) (FY, 2023)	Net income N/A	Net income £402.6m (FY, 2023)	Net income CHF229.8m (FY, 2022)	Net income CHF767.9m (FY, 2022)
Operating ⚠
Assets Under Management	Assets Under Management CHF433.7b (FY, 2020)	Assets Under Management N/A	Assets Under Management CHF146.5b (H1, 2023)	Assets Under Management £143.8b (H1, 2021)	Assets Under Management N/A	Assets Under Management £750.6b (FY, 2023)	Assets Under Management N/A	Assets Under Management CHF608b (FY, 2022)
Net New Assets Under Management	Net New Assets Under Management N/A	Net New Assets Under Management N/A	Net New Assets Under Management CHF3b (H1, 2023)	Net New Assets Under Management £5.5b (H1, 2021)	Net New Assets Under Management N/A	Net New Assets Under Management N/A	Net New Assets Under Management N/A	Net New Assets Under Management N/A
Total Deposits	Total Deposits N/A	Total Deposits N/A	Total Deposits CHF32.6b (H1, 2023)	Total Deposits N/A	Total Deposits N/A	Total Deposits N/A	Total Deposits CHF11.5b (H1, 2023)	Total Deposits N/A
Total Loans	Total Loans N/A	Total Loans N/A	Total Loans CHF16.6b (H1, 2023)	Total Loans N/A	Total Loans N/A	Total Loans N/A	Total Loans CHF7.1b (H1, 2023)	Total Loans N/A