Private Banks
Julius Baer
An independent review of Julius Baer by our team of experts
Book a Discovery CallSummary
Julius Baer is a Swiss wealth management group providing private clients with family office services, global custody, lending, investment advice and more.
Founded in Zurich in 1890, it was the first Swiss private bank to go public and remains a focused, pure-play wealth manager with no investment banking arm. Headquartered in Zurich and employing over 7,000 people, Julius Baer serves international clients through offices across Europe, Asia Pacific, the Middle East, Africa and Latin America.
It is authorised and regulated by the Swiss Financial Market Supervisory Authority (FINMA) and licensed as a bank and securities firm.
Pros
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Excellent client service
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Pure-play private bank (no investment bank)
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Strong digital banking
Cons
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Other options available
Our verdict
Julius Baer is one of the few genuine pure-play private banks, a focused Swiss wealth manager with no investment bank pulling in another direction. Founded in 1890 and the first Swiss private bank to go public, it has built a reputation for service and for treating wealth management as its whole business rather than one division among many.
That focus is what sets it apart. Without a product factory to feed, a pure wealth manager is structurally freer to put the client's interests first, and Julius Baer's standing among senior international clients reflects that.
No relationship should run unexamined, however well regarded the name. If you are already a private banking client of Julius Baer, a no-obligation Second Opinion will confirm whether your portfolio still serves your plan, and what it is costing you to stay there. AES will also review the thinking that led to the investments you currently hold.