Julius Bär Gruppe AG Overview
Pro stress-test →Julius Bär Gruppe AG provides wealth management solutions globally, offering investment advisory and discretionary mandates, structured products, securities execution, private markets, wealth planning, and family office services. Founded in 1890 and headquartered in Zurich, Switzerland, the firm operates across Switzerland, Europe, the Americas, Asia, and internationally.
Strategic Profile
Pro stress-test →In 2025, the bank posted lower net profit and stable client inflows with CEO Stefan Bollinger signaling progress in the ongoing clean-up of the bank. Net profit fell to 764 million Swiss francs while net new money came in at 14.4 billion Swiss francs. The firm maintains a conservative dividend policy with stable payouts to shareholders.
Competitive Landscape
Pro stress-test →Julius Bär competes with global wealth managers including UBS, Credit Suisse successor entities, and boutique wealth management firms across its core markets. The firm differentiates through its independent positioning, discretionary mandate expertise, and family office capabilities targeting ultra-high-net-worth individuals in Europe and Asia.
Industry Context
Julius Bär Gruppe AG operates in Wealth Management & Asset Management.
Key facts
Founded: 1890 · Headquarters: Zurich, Switzerland · Employees: 7390 · Revenue: $4.31B