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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.
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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 trillionHeadquarters: Zurich, SwitzerlandEstablished: 1862AUM: $1.3 trillionHeadquarters: New YorkEstablished: 1931AUM: $1.4 trillionHeadquarters: New YorkEstablished: 1930AUM: $2.4 trillion (J.P. Morgan)Headquarters: New YorkEstablished: 1799 (J.P. Morgan)AUM: $2.42 trillionHeadquarters: New YorkEstablished: 1998AUM: €406 billion ($450 billion), as of March 2023Headquarters: ParisEstablished: 1848AUM: $2.5 trillionHeadquarters: New YorkEstablished: 1869AUM: CHF $424 billion ($459 billion)Headquarters: Zurich, SwitzerlandEstablished: 1890AUM: $173.8 billionHeadquarters: St. Petersburg, FloridaEstablished: 19623 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
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 […]
The purchase of five private banks from UBS in 2005, along with the asset management firm GAM, gave the Bank the cash flow to be able to expand in Asia. It also provided Julius Baer with an incredible new talent pool.
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As a private bank, JB understands the importance of confidentiality when dealing with high-net-worth individuals and families. They recognize that these clients have complex financial affairs and require utmost confidentiality in managing their wealth and assets.