Julius Baer
Finance · Switzerland · 5K - 10K Employees
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Overview
Headquarters
Bahnhofstrasse 36, Zurich, Ch, 8010, Swi...Phone Number
+41 588881111Website
www.juliusbaer.comRevenue
$5.1 BillionStock Symbol
BAERIndustry
ZI Rank: 13
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
9
10
9
10
8
13
About Julius Baer
Julius Baer Group is a Swiss private banking and wealth management firm headquartered in Zurich. It provides personalized financial services to high‑net‑worth individuals, families, and institutions worldwide. The company offers investment advisory, asset management, lending solutions, and structured products, combining traditional private banking values with modern strategies to help clients grow, preserve, and transfer wealth across generations.Explore more
Julius Baer Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$2.6B
5K - 10K
Public
-
1913
AC
Alison Clark-HardestySenior VP, Business Unit & Chief Financial Officer, Personal Banking
Company Profile Activity
Activity Insights
Julius Baer is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Julius Baer is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Julius Baer.
Julius Baer Tech Stack
A closer look at the technologies used by Julius Baer
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Most Recent Scoops
Hiring Plans
Julius Baer has announced plans to hire approximately 120 relationship managers in 2026, with 47 already onboarded and a further 14 hires signed and expected to start during the year, while maintaining advanced recruitment discussions with more than 50 candidates, and still expecting a slight net increase in the total relationship manager population by year-end.
Hiring Plans, Recruitment, HR Operations
Earnings
Julius Baer has reported a recurring gross margin of slightly above 37 basis points for the first half of 2026, with discretionary mandate penetration increasing to 17% from 16%, as the company continues efforts to gradually grow the recurring margin toward its target of 39 basis points.
Earnings, Finance, Financial Operations
Earnings
Julius Baer has reported a Tier 1 leverage ratio of 4.7% as of the first half of 2026, with Tier 1 capital increasing 2% to 5.6 billion Swiss francs following a 350 million USD Additional Tier 1 redemption in April, and leverage exposure rising 7% to 120 billion Swiss francs, remaining comfortably above the regulatory floor of 3%.
Accounting, Financial Reporting, Finance, Regulations
Earnings
Julius Baer has provided guidance that the cost-to-income ratio for the second half of 2026 is expected to be below 67%, assuming an 80 basis points gross margin input factor, with costs anticipated to increase in the second half driven by front-loaded investments in the Swiss core banking platform renewal, higher cost-to-achieve related to the efficiency program, and increased spending on new relationship manager hiring as part of the company's targeted growth strategy.
Spending/Investment, Recruitment, Business Finance, Corporate Strategy, Finance, HR Operations
Earnings
Earnings, Compliance, Finance, Risk
Julius Baer News & Media
Another vote of confidence from international: Bank Leumi Completes Overseas CoCo Bond Issuance totaling USD 1 Billion - in the lowest spread in the history of an Israeli bank issuance
TEL AVIV, Israel, June 3, 2026 /PRNewswire/ -- Bank Leumi (TASE: LUMI) announced today that it has successfully completed an international issuance of CoCo bonds from a range of institutional investors abroad and in Israel, in an amount totaling USD 1 billion. During the offering,...Bank Leumi Recognized as Israel's Leading Bank for AI Adoption in EVIDENT AI Index for banks
TEL AVIV, Israel, June 2, 2026 /PRNewswire/ -- Bank Leumi (TASE: LUMI) recognized as Israel's leading bank for AI adoption by the Evident AI Index for Banks - MEA, the world's leading benchmark for tracking AI capabilities and implementation across major banking institutions in the region....Ex-Julius Baer India chief establishes new wealth venture
Veriqus Partners is in late-stage talks with a major private equity firm, an Indian business family and a senior corporate executive for funding.Julius Baer CFO Evie Kostakis to Step Down After Orchestrated Handover
Tipranks Press Release.
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Frequently Asked Questions Regarding Julius Baer
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Julius Baer Group is a Swiss private banking and wealth management firm headquartered in Zurich. It provides personalized financial services to high‑net‑worth individuals, families, and institutions worldwide. The company offers investment advisory, asset management, lending solutions, and structured products, combining traditional private banking... Read More
