Julius Baer

Spear’s Review

Julius Bär – or Julius Baer – is a global private bank founded and based in Switzerland. Headquartered in Zurich and present in more than 25 countries, the bank had assets under management of 521 billion Swiss francs as of end-2025, ranking it among the biggest pure-play private banks in the world.

Named after Swiss banker Julius Baer, it provides investment and wealth management, financing and sales and trading solutions for HNW and UHNW private clients around the world via an open architecture platform as well as securities and foreign exchange trading. 

With an overarching mandate to preserve and enhance clients’ wealth over the long term, Julius Baer frames its wealth planning services around wealth accumulation, wealth preservation and wealth transfer to future generations. Its investment offering to clients includes discretionary and advisory mandates, investments in specific asset classes, tailored structured products and execution support.