Julius Baer Gruppe AG

Julius Baer Gruppe AG is an international private bank specializing in wealth management for high-net-worth individuals, entrepreneurs, and families. Founded in 1890 and headquartered in Zürich, Switzerland, the group has advised wealthy private clients around the globe for more than 130 years and operates in major financial centers worldwide. Its activities span private banking, wealth management and financial services, and it falls under Swiss banking supervision.

The bank's client offering comprises three main service lines: investment advisory, which supports private clients in making investment decisions to preserve and grow wealth; portfolio management, involving the management of client investment portfolios tailored to individual needs; and financial planning, addressing complex client requirements across generations and life milestones. A focus on multi-generational wealth preservation places the firm's activity within cross-border advisory and discretionary mandates, areas subject to extensive regulatory requirements.

Julius Baer describes itself as rooted in Swiss banking tradition, with stated values of discretion, reliability and excellence in service, and an emphasis on heritage, stability and long-term client trust. The group also reports incorporating modern technology and sustainability considerations into its business, alongside a commitment to service quality and a long-term, personalized approach to client assets.