Is Julius Baer an investment bank?
Established as a traditional private bank and named after Swiss banker Julius Bär, it provides investment management, real estate financing, wealth management, and select offerings in sales and trading based on an open and managed architecture. Julius Baer employs a staff of over 6,600 worldwide.
Is Julius Baer a safe bank?
They were the first Swiss private bank to go public. Their main focus is on international clients. Julius Baer is authorised and regulated by the Swiss Financial Market Supervisory Authority FINMA and is licensed as a bank and securities firm.
Who are Julius Baer?
Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advising sophisticated private clients. In all we do, we are inspired by our purpose: creating value beyond wealth.
Who is the CEO of Julius Baer?
Philipp Rickenbacher (1 Sept 2019–)
Julius Baer Group/CEO
Philipp Rickenbacher, CEO of Julius Baer, was paid more than the previous year after exceeding his performance targets.
What do Julius Baer do?
Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.
When was Julius Baer established?
1890
Julius Baer Group/Founded
Who is the CEO of UBS?
Ralph Hamers (1 Nov 2020–)
UBS/CEO
How much money does Merrill Lynch manage?
Bank of America Merrill Lynch – $1,080 billion A division of Bank of America, New York based Merrill Lynch Wealth Management employs over 15,000 financial professionals and has $1.08 trillion in AUM.
Is Julius Baer a public company?
A public company listed on the Swiss stock exchange, Baer remains controlled and led by the founding Baer family, now in its third and fourth generation at the head of the company.
When did Julius Baer acquire Merrill Lynch wealth management?
In August 2012, Julius Baer initiated the next phase of its growth by acquiring Merrill Lynch’s International Wealth Management (IWM) business outside the US. IWM provided a rare opportunity to substantially increase the Group’s footprint in established markets, new markets, and in growth regions.
When did Julius Baer become a private bank?
On 20 September, Bank Julius Baer becomes the first international private bank to be licensed for trading in the newly created Dubai International Financial Centre. On 17 January, the Baer family decides to give up the control of the company in order to open up new growth perspectives for the Group.
What is the management structure of Julius Baer?
Baer Holding Ltd. is renamed Julius Baer Holding Ltd., and the new division-based management structure of the Julius Baer Group is implemented. Julius Baer Holding Ltd. acquires 51% of the shares of the Lucerne-based Bank Falck & Co. AG.
When did Julius Baer withdraw from Swiss Stock Exchange?
On 2 October, the shares of Julius Baer Holding Ltd. are admitted to the Swiss Market Index (SMI), the blue-chip index of the Swiss Stock Exchange (SWX). Julius Baer withdraws from the institutional brokerage business on 10 October in order to refocus attention on its traditional asset management business.