Julius Baer

Spear’s Review

Julius Bär – or Julius Baer – is a global private bank founded and based in Switzerland. Present in more than 60 locations worldwide and with more than 7,000 employees, the bank had assets under management of CHF 474 billion as of end-June 2024, ranking it among the biggest pure-play private banks in the world.

Established as a traditional private bank and 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.