Julius Bär (Switzerland)

Overview

Julius Bär is one of the largest pure-play wealth managers globally + Swiss banking + private wealth management + 25+ countries [1, ch-cro].

History

1890 — Julius Bär founded in Zurich by Julius Bär.

Apr 28 2009 — Julius Baer Group Ltd SIX IPO under ticker BAER post-spin-off from GAM Holding.

2012 — Julius Bär acquires Merrill Lynch International Wealth Management non-US business for $880M.

2014 — Julius Bär Mobile Banking app launch.

Ownership & operator

Operating entity: Julius Baer Group Ltd (SIX: BAER).

Major shareholders: MFS Investment Management + BlackRock + Norges Bank + retail + institutional + foreign investors.

Regulators: FINMA Switzerland.

Technical integration

Julius Bär Mobile Banking app (iOS + Android) + juliusbaer.com online + Julius Bär branch network across 25+ countries + Visa + Mastercard cards; SEPA + EPC-QR + TWINT (Switzerland).

Implementations & partners

Major Swiss + global wealth management competitors: [[ubs]] (UBS Group; SIX: UBSG; world's largest wealth manager post-Mar 2023 Credit Suisse acquisition for ~CHF 3B) + [[pictet]] (Pictet Group Swiss private banking) + [[lombard-odier]] (Lombard Odier Swiss private banking) + [[goldman-sachs-pwm]] (Goldman Sachs Private Wealth Management) + [[morgan-stanley-pwm]] (Morgan Stanley Private Wealth Management) + [[jp-morgan-private-bank]] (JPMorgan Private Bank).

Regulator: FINMA Switzerland.

Status

Active, one of the largest pure-play wealth managers globally + 25+ countries [1, 2].

Sources

• 1 Julius Bär — official
• 2 Julius Bär Group — Wikipedia
• ch-cro In-corpus: reports/countries/CH-switzerland.md

Source

Biography extracted from julius-baer.md. See matrix.md for standards-support matrix if present.