Julius Baer

Julius Baer traces its origins to 1890 and has spent over 130 years focused exclusively on private wealth management, which shapes every aspect of its service model. Unlike banks that treat wealth management as one division among many, Julius Baer operates as a pure-play private bank with no retail or significant corporate banking business to dilute its client focus. That structural clarity matters when a family office principal is selecting a primary banking relationship.

The bank serves clients across approximately 25 countries and 60 locations, with offices spanning Zurich, Geneva, London, Singapore, Hong Kong, Dubai, Luxembourg, and beyond. Its open product platform means advisors are not restricted to proprietary products, which reduces the conflicts of interest that arise at banks where in-house funds dominate client portfolios. Assets under management reached CHF 521 billion at the end of 2025, confirming the scale of client trust placed in the institution.

For family offices evaluating Julius Baer as a banking and investment partner, the relevant service lines include:

• Wealth planning covering succession, estate structuring, and long-term preservation
• Discretionary and advisory investment mandates across public and private markets
• Financing solutions designed to maintain liquidity without disrupting investment positions
• Access to Key Information Documents for financial instruments through a dedicated product portal
• Dedicated contact channels for lawyers and fiduciaries working alongside family office clients

The bank lists on the SIX Swiss Exchange under the ticker BAER, giving clients visibility into the institution's financial position that privately held peers cannot offer. Pricing is not disclosed publicly, and the bank's minimum relationship thresholds are not publicly disclosed, which means prospective clients must engage directly to understand entry requirements. Julius Baer suits internationally mobile families seeking a relationship-oriented private bank with genuine global reach.

• Private wealth management and advisory
• Wealth planning including succession and estate structuring
• Investment mandate management, both discretionary and advisory
• Financing and liquidity management
• Foreign exchange and precious metals transactions
• Access to Key Information Documents for financial instruments

• Open product platform providing access to third-party financial instruments
• Wealth planning services covering growth, preservation, and transfer of assets
• Financing solutions for liquidity without portfolio liquidation
• Key Information Documents portal for financial instruments
• Dedicated contact channel for lawyers and fiduciaries
• FX and precious metals trading with published Global Code adherence
• Multi-location global relationship management across 60 offices

Built for Private Wealth Owners / Principals, Single Family Office (SFO), Multi Family Office (MFO).

Dedicated relationship managers, phone support via global and regional numbers, specialist contact channels for lawyers and fiduciaries