Business & Strategy

Julius Baer is the leading Swiss private banking group. We combine a comprehensive service offering, a broad international presence and our treasured Swiss heritage into a unique private banking experience for sophisticated clients from around the world. Our complete independence in each and every aspect of our business – from our focused business model and sound financial foundation to our dedicated investment management, open product platform and expert research – makes us a trusted partner of choice.

One of the prime guiding principles of Julius Baer is to deliver profitable and sustainable growth, while at the same time maintaining a strong and conservatively-managed capital base and balance sheet. Our highly client-centric business model and the long-term client relationships provide a stable revenue basis, supported by an active and comprehensive risk management approach as well as strict corporate governance principles.

Julius Baer’s very sound financial position allows us to pursue growth initiatives in emerging and mature markets. We aim to grow organically and also by means of opportunistic acquisitions – a field where we have an excellent track record.

Hence, the shares of Julius Baer Group represent an attractive investment into a dedicated and undiluted wealth management business with one of the strongest brands in the industry – private banking at its purest.

Investment rationale at a glance:

Superior business model

• At the leading edge of a genuine growth industry

• Solid growth and profitability momentum throughout the cycle

• Big enough to matter and small enough to care

Strong market position

• Leading premium brand in global wealth management

• Dual home market presence: Switzerland and Asia

• Tailored client offering domestically and out of Switzerland for European and other international markets

Clear value proposition

• Best-in-class investment solutions and advice based on true open architecture for private clients and external asset managers.

• Client-centric service excellence and management culture

• Best talent – employer of choice

Long-term growth strategy

• Conservative balance sheet management and low-risk business profile

• Sustainable organic growth – hiring of relationship managers

• Market consolidator through opportunistic external growth