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  1. www.juliusbaer.com › en › about-usAbout us - Julius Baer

    Jan 10, 2024 · Learn more about Julius Baer, the leading Swiss wealth management group. Explore our personalised services, which are available to private clients worldwide. For more than 130 years, we at Julius Baer have managed our clients’ wealth and served them as trusted, truly personal and holistic advisors.

    • Our Business

      Find out how Julius Baer can help you achieve your financial...

    • Our Company

      At Julius Baer our goal is to help you grow, protect, and...

  2. Julius Baer is a massive private bank, known for its customer service. It will however, only be able to push its own products and services, as opposed to being able to offer you the best available in the market, which will likely lead to higher fees.

    • The Private Banking Top 10 List
    • UBS
    • Morgan Stanley
    • Bank of America
    • J.P. Morgan Private Bank
    • Citigroup
    • BNP Paribas
    • Goldman Sachs
    • Julius Baer
    • Raymond James

    High-net-worth individuals (HNWIs) tend to have more complex financial needs than most retail consumers. These are people with assets that can easily be liquidated. While there's no consensus about how much a person needs to qualify in this category, it's safe to assume that you'd need at least $1 million. Charles Schwab, though, says you needed at...

    AUM: $3.9 trillion
    Headquarters: Zurich, Switzerland
    Established: 1862
    AUM: $1.3 trillion
    Headquarters: New York
    Established: 1931
    AUM: $1.4 trillion
    Headquarters: New York
    Established: 1930
    AUM: $2.4 trillion (J.P. Morgan)
    Headquarters: New York
    Established: 1799 (J.P. Morgan)
    AUM: $2.42 trillion
    Headquarters: New York
    Established: 1998
    AUM: €406 billion ($450 billion), as of March 2023
    Headquarters: Paris
    Established: 1848
    AUM: $2.5 trillion
    Headquarters: New York
    Established: 1869
    AUM: CHF $424 billion ($459 billion)
    Headquarters: Zurich, Switzerland
    Established: 1890
    AUM: $173.8 billion
    Headquarters: St. Petersburg, Florida
    Established: 1962
  3. 2 days ago · Our locations. For over 130 years, we have been focusing on one thing: helping people achieve their financial goals. As a global wealth manager, we understand your needs, and take the long view when it comes to your assets.

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  4. 3 hours ago · The logo of Swiss private bank Julius Baer is seen at their headquarters in Zurich, Switzerland February 1, 2021. REUTERS/Arnd Wiegmann/File Photo Purchase Licensing Rights, opens new tab

  5. Our enhanced banking solution. The perfect companion to your holistic investment needs. User-friendly dashboard for easy navigation. Access to account balances, transaction history, and other account details. Mobile App compatibility for easy access to banking services on the go.

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  7. 1 day ago · While business updates were a key focus at the APB Summit 2024 in Singapore, top leaders from Julius Baer, UOB Private Bank, and Barclays Private Bank also explored their strategies for the next generation of clients – a segment experiencing substantial intergenerational wealth transfer. Julius Baer reported an 11% increase in assets under management (AUM) to CHF 474 billion (US$549 […]

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