Julius Baer Executive and Leadership Team

Shaj Babu, the Chief Executive Officer at Julius Baer, directs the overarching strategic vision and long-term growth initiatives for the firm. By aligning investment advisory services with the evolving needs of high-net-worth individuals, the Chief Executive Officer ensures the organization maintains a competitive edge in the global private banking sector. Shaj Babu oversees the integration of traditional wealth management values with modern asset allocation strategies to drive sustainable performance. This leadership role involves constant collaboration with the Board to refine corporate governance and market positioning. Through rigorous oversight of institutional lending solutions and structured products, the Chief Executive Officer secures the firm's reputation for excellence. By fostering a culture of innovation and client-centric service, the Chief Executive Officer empowers the entire organization to achieve superior financial outcomes while navigating complex international regulatory landscapes and volatile market conditions.

Regis Burger, the Head (Middle East & Africa) & Chief Executive Officer (Middle East) at Julius Baer, directs the firm's expansion and client engagement strategies across the Middle East and African regions. By cultivating relationships with high-net-worth families and institutions, the Head (Middle East & Africa) & Chief Executive Officer (Middle East) ensures the delivery of bespoke wealth management services. Regis Burger oversees the regional operations, ensuring that investment advisory and asset management solutions meet the specific cultural and financial needs of the local market. This leadership role involves navigating complex geopolitical landscapes to identify growth opportunities and mitigate regional risks. By aligning local initiatives with the firm's global private banking values, the Head (Middle East & Africa) & Chief Executive Officer (Middle East) strengthens the brand's presence. Regis Burger drives the development of localized financial products that support wealth transfer and preservation, ensuring the firm remains a trusted partner for clients throughout these critical emerging markets.

Jean Nabaa, the Chief Operating Officer at Julius Baer, manages the internal infrastructure and operational efficiency required to support complex wealth management services. By optimizing workflows across asset management and client service departments, the Chief Operating Officer ensures seamless execution of daily banking activities. Jean Nabaa architects scalable systems that facilitate the delivery of personalized financial solutions to families and institutions. This role involves streamlining cross-departmental communication to enhance productivity and reduce operational friction. By implementing robust technological frameworks, the Chief Operating Officer supports the firm's ability to scale its private banking operations effectively. Jean Nabaa monitors key performance indicators to maintain high standards of service delivery and operational resilience. Through the continuous refinement of internal processes, the Chief Operating Officer drives the organizational agility necessary to adapt to shifting market demands while upholding the firm's commitment to precision and reliability.

Vajiha Parvez, the Director - Chief Operating Officer Asia Business Management at Julius Baer, oversees the operational logistics and business management functions within the Asian market. By streamlining administrative processes and supporting the regional sales force, the Director - Chief Operating Officer Asia Business Management ensures the efficient delivery of private banking services. Vajiha Parvez manages the operational infrastructure that enables the firm to scale its presence across diverse Asian territories. This role involves coordinating with local teams to ensure compliance with regional regulatory requirements while maintaining global service standards. By optimizing the business management framework, the Director - Chief Operating Officer Asia Business Management enhances the firm's ability to provide personalized financial solutions to high-net-worth clients. Vajiha Parvez monitors operational performance to identify bottlenecks and implement solutions that drive productivity. Through the effective management of regional resources, the Director - Chief Operating Officer Asia Business Management supports the firm's growth objectives in the competitive Asian financial landscape.

Charly De, the Chief Information Officer, Office Sales & Specialist & Trainee at Julius Baer, directs the digital transformation and technological infrastructure supporting the firm's private banking operations. By modernizing data systems and cybersecurity protocols, the Chief Information Officer, Office Sales & Specialist & Trainee ensures the secure management of sensitive client information. Charly De oversees the integration of advanced analytical tools that empower sales teams to provide data-driven investment advice. This leadership role involves managing the training programs for specialists to ensure technical proficiency across the organization. By aligning IT capabilities with the specific needs of wealth management, the Chief Information Officer, Office Sales & Specialist & Trainee enhances the overall client experience. Charly De drives the adoption of innovative financial technologies to maintain the firm's position at the forefront of the industry. Through strategic investment in digital assets, the Chief Information Officer, Office Sales & Specialist & Trainee supports long-term operational efficiency and growth.

Daniel Odermatt, the Chief of Staff (APAC) at Julius Baer, coordinates strategic initiatives and operational alignment across the Asia-Pacific region. By facilitating communication between regional leadership and the global headquarters, the Chief of Staff (APAC) ensures the consistent application of private banking standards. Daniel Odermatt manages complex projects that drive market expansion and client acquisition in high-growth territories. This role involves synthesizing market intelligence to support informed decision-making by the executive team. By optimizing resource allocation within the APAC division, the Chief of Staff (APAC) enhances the firm's ability to serve high-net-worth individuals effectively. Daniel Odermatt monitors regional performance metrics to identify opportunities for operational improvement and service enhancement. Through the orchestration of cross-functional teams, the Chief of Staff (APAC) supports the firm's mission to preserve and grow wealth across generations, ensuring that regional operations remain fully integrated with the broader corporate strategy.

Deepika Seth, the Chief Risk Officer & Chief Revenue Officer at Julius Baer, balances the firm's aggressive growth targets with rigorous risk management frameworks. By overseeing the credit and market risk profiles of the investment portfolio, the Chief Risk Officer & Chief Revenue Officer ensures the long-term stability of client assets. Deepika Seth drives revenue generation through the development of sophisticated lending solutions and structured products tailored to institutional needs. This dual-function role involves identifying emerging market risks while simultaneously capturing new business opportunities. By implementing comprehensive risk mitigation strategies, the Chief Risk Officer & Chief Revenue Officer protects the firm's capital base. Deepika Seth collaborates with investment teams to ensure that revenue-generating activities align with the firm's conservative wealth preservation values. Through the precise calibration of risk-adjusted returns, the Chief Risk Officer & Chief Revenue Officer supports the firm's financial health and market competitiveness in a volatile global economy.

Tara Lee, the Chief Revenue Officer, Business Management & Sustainability (Asia) at Julius Baer, drives revenue growth while integrating sustainable investment practices into the firm's Asian operations. By developing innovative business management strategies, the Chief Revenue Officer, Business Management & Sustainability (Asia) ensures that the firm captures market share while adhering to environmental and social governance standards. Tara Lee oversees the alignment of revenue-generating activities with the firm's commitment to long-term wealth preservation. This role involves managing the intersection of financial performance and sustainable development to attract socially conscious high-net-worth clients. By optimizing business processes, the Chief Revenue Officer, Business Management & Sustainability (Asia) enhances the efficiency of the regional sales and advisory teams. Tara Lee monitors market trends to identify sustainable investment opportunities that provide both financial returns and positive societal impact. Through this strategic focus, the Chief Revenue Officer, Business Management & Sustainability (Asia) strengthens the firm's reputation as a leader in responsible wealth management across Asia.