Julius Baer

Julius Baer is a Swiss company focused on wealth management. Its mission is to always be at the forefront of the industry by welcoming change and adopting the latest technologies. The company’s mission is achieved by following three core principles: delivering a best-in-class experience to clients, being the most admired and respected firm in the sector and pursuing sustainable profitability. Another important aspect for them is to take into account every aspect of the client, not just their assets.

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Overview

First Glance

Julius Baer is a Swiss company focused on wealth management. Its mission is to always be at the forefront of the industry by welcoming change and adopting the latest technologies. The company’s mission is achieved by following three core principles: delivering a best-in-class experience to clients, being the most admired and respected firm in the sector and pursuing sustainable profitability. Another important aspect for them is to take into account every aspect of the client, not just their assets.

Features

Contact Info

About

Julius Baer is a Swiss company focused on wealth management. Its mission is to always be at the forefront of the industry by welcoming change and adopting the latest technologies. The company’s mission is achieved by following three core principles: delivering a best-in-class experience to clients, being the most admired and respected firm in the sector and pursuing sustainable profitability. Another important aspect for them is to take into account every aspect of the client, not just their assets.

Founded in the 1890s, the company started looking almost immediately at wealth management. In the 1940s it expanded internationally and in 1980 it became the first Swiss private bank to go public. As of 2005, Julius Bear has constantly expanded (especially towards the Asian market) by acquiring other companies in the sector.

Services

In the UK, Julius Baer’s services are divided into three categories: wealth planning, investing, and financing. Wealth planning is offered in a three-step process to guarantee a tailored experience. Investments are also tailored to the profile of each customer and follow the UN-supported Principles for Responsible Investment.

Financing solutions offered by Julius Baer are also highly bespoke and will be discussed individually with the customer. They can cover a wide array of circumstances, such as succession plans, inheritance, and Lombard loans.

Privacy and Security

Julius Baer International Limited is authorised and regulated by the Financial Conduct Authority (FCA). Rules made by the FCA for the protection of retail clients do not apply to services provided by members of the Julius Baer Group outside the UK and the Financial Services Compensation Scheme will not apply.

Julius Baer International Limited is registered in England. Company Registration number: 01120330. Financial services register reference number: 139179. In the UK client data are protected under the GDPR Privacy Policy Effective 01.01.2021.

Contact

Julius Baer International Limited
1 St Martin’s Le Grand
London EC1A 4AS
Phone:+44 (0) 203 481 8100
Fax: +44 (0) 203 481 8181

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