Bank Julius Baer & Co. Ltd.
Origin of Bank Julius Baer & Co. Ltd.
The origin of Julius Baer goes back to the year 1890. Then a small shop was opened at Bahnhofstrasse in Zurich. In the beginning, it was a money exchange office, but soon it expanded into securities trading, forex trading and of course the primary business of the bank the wealth management. Julius Baer was the first Swiss private bank to go public. In 2005 Julius Baer acquired three banks and an asset management company and expanded rapidly, especially in Asia.
In 2009, after the financial crisis, the bank decided to separate the private client business from the asset management business. Each entity is independent and has their flexibility and strategy. The private banking business started to expand globally through acquisitions and strategic cooperation agreements and broadened their international presence. In 2012 Julius Baer acquired the global wealth management business from Merrill Lynch outside America.
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Philosophy and Strategy
The strategy of Julius Baer is to strengthen its pure private banking business further and look for profitable growth opportunities and to create long-term sustainable values for the bank’s clients and investors. The network is geographically well balanced between growth and established markets. The objective is to provide their clients with an integrated wealth management service that covers all phases of their lives. The function is called “Julius Baer – Youth Wealth” and was introduced in 2015. The service offers a lot of new advisory mandates. Julius Baer’s clients are family offices, private clients, and external asset managers.
The service is excellent and is supported by an open product platform, driven by a management team with broad experience and commitment. The growth is driven organically or inorganically with acquisitions. The low-risk business profile strengthens the attractiveness of Julius Baer for clients but also employees.
The investments in the primary markets Switzerland and Europe are 50%, and the investments in markets like Latin America, Asia, Africa, Middle East, Israel and Central and Eastern Europe are the remaining 50%. To be further successful in the future, Julius Baer will focus on delivering best wealth management experience for their clients. It can be achieved by evolving market-specific client needs, strengthening the management structure and increase efficiency and productivity.
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Services and Solutions
Julius Baer is a leading pure private bank. The bank is a fair-minded partner with an open architecture. The bank promises to offer the best possible solutions for their client’s needs. Julius Baer provides wealth planning, wealth financing, and wealth management. Around 50 % of the clients worldwide are involved in discretionary mandates. In 2018 the new upgraded platform, with ultra-modern advisory services, for the relationship managers will be available.
The client can choose from three different advisory solutions, the advice basic, advanced or premium. The client has the flexibility to determine the best information for his personal needs. The open products and service platform offer in-house services and products, internal or external solutions for ultra-high-net-worth individuals and tailor-made products for private clients and business partners or institutional clients.
Risk Management
The risk is an essential component of Julius Baer’s day-to-day business. Risk management is an integral part of the business framework. The principal threats are the reputational risk, the operational risk, the liquidity risk, the market risk, the credit risk and the business risk. The risk policy is defined by the Board of Directors and reviewed on a regular basis. The responsibility for managing and controlling the risk is however mainly the responsibility of the individual department in which the risks occur.
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Added-Value Services
The Julius Baer foundation was founded in 1965 as one of the oldest non-profit organizations by a Swiss bank. The foundations aim to enable young people with solid vocational training, to support projects for the environment, to embolden the exchange between different social classes that are different regarding opportunities and means. Julius Baer is also promoting young contemporary Swiss artist or artist living and working in Switzerland showing their artworks in the Art Collection.
Julius Baer received 2016 an award from Euromoney as “Best Bank for Wealth Management in the World.” Digitalization, in the modern life, is very important and continued development and the introduction of new technologies is a crucial aspect. Julius Baer is continuously investing in their banking platforms. The clients wish more and more to receive, transact and interact advice online. Julius Baer has a real-time and advanced e-trading service. The client has most of the financial markets available for trading, no matter where he is. For the secure access to the financials, Julius Baer has convenient E-Banking and Mobile Banking available for their clients.
Bank Julius Baer & Co. Ltd. – Facts & Figures
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| Address | Bahnhofstrasse 36, 8010 Zurich |
|---|---|
| Phone | +41 58 888 11 11 |
| Website | www.juliusbaer.com |
| Year of foundation | 1890 |
| Subsidiaries | 60 |
| No. of employees | 6’727 |
| Rating | Moody’s Aa3 |
| Chairman | Romeo Lacher |
| CEO | Philipp Rickenbacher |
| Eligible Regulatory Capital | 4.859 bn CHF |
| Tier 1 Ratio | 23.40 % |
| Leverage Exposure | 118.273 bn CHF |
| Leverage Ratio | 4.00 % |
| Liquidity Coverage Ratio | 185 % |
| Risk Weighted Assets | 20.274 bn CHF |
| Loans outstanding | 50.417 bn CHF |
| Assets under Management | 481.7 bn CHF |
| Assets under Management / Employees | 71.606 m CHF |
| Net profit | 1’082.7m CHF |
| Net Profit / Employees | 160’948 CHF |
| Cost / Income Cost Ratio (CIR) | 65.60 % |
| Return on Equity | 16.30 % |
| Own structured products | Yes |
| Foreigners accepted | Yes |
| Presence abroad | Europe, Middle East, Africa, Asia, Latin America |
Source: Annual Report 2021
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