Julius Baer Executive and Leadership Team

Shaj Babu, the Chief Executive Officer at Julius Baer, directs the overall strategic vision and operational execution for the global wealth management firm. This leadership role involves guiding the company's expansion and ensuring its services meet the evolving needs of high-net-worth individuals, families, and institutions worldwide. Babu's oversight extends to fostering innovation in investment advisory, asset management, and lending solutions, aligning traditional private banking values with contemporary financial strategies. The Chief Executive Officer's focus remains on enhancing client relationships and driving sustainable growth across all business segments. Shaj Babu is pivotal in maintaining the firm's reputation for excellence and its commitment to helping clients preserve and transfer wealth across generations. This executive's mandate includes optimizing global operations and ensuring robust financial performance, thereby solidifying Julius Baer's market position.

Leoncio Toro, the Managing Director - Chief Executive Officer at Julius Baer, spearheads the strategic direction and comprehensive management of the organization. This executive's responsibilities encompass the delivery of personalized financial services to a global clientele of high-net-worth individuals, families, and institutions. Toro drives the integration of advanced wealth management strategies with established private banking principles, ensuring clients can effectively grow, preserve, and transfer their assets. The Managing Director - Chief Executive Officer's purview includes overseeing investment advisory, asset management, and lending solutions, with a keen eye on market dynamics and client needs. Leoncio Toro is instrumental in cultivating a client-centric approach and fostering long-term relationships built on trust and expertise. This leadership position demands a deep understanding of international financial markets and regulatory landscapes, ensuring compliance and driving operational efficiency across all regions.

Regis Burger, the Head (Middle East & Africa) & Chief Executive Officer (Middle East) at Julius Baer, leads the strategic direction and operational oversight for the Middle East and Africa regions. This executive's responsibilities encompass driving business growth, managing client relationships, and ensuring the delivery of comprehensive wealth management services, including investment advisory, asset management, and lending solutions. Burger champions the integration of modern financial strategies with established private banking principles to assist high-net-worth individuals and institutions in growing, preserving, and transferring wealth. The Chief Executive Officer (Middle East)'s focus is on expanding market presence and enhancing service offerings tailored to the specific needs of clients in these dynamic regions. Regis Burger's leadership is essential for navigating regional market complexities and reinforcing Julius Baer's commitment to excellence.

Priscilla Coscarelli, the Chief Financial Officer (Brazil) at Julius Baer, directs the financial strategy and management for the Brazilian operations. This executive's role involves overseeing all financial aspects, including budgeting, forecasting, and financial reporting, to support the firm's wealth management services in the region. Coscarelli ensures that financial operations align with both local regulatory requirements and Julius Baer's global financial standards, facilitating the growth and preservation of client wealth. The Chief Financial Officer (Brazil) plays a key part in managing investment advisory, asset management, and lending solutions from a financial perspective, ensuring profitability and fiscal responsibility. Priscilla Coscarelli's leadership is essential for maintaining the financial health of the Brazilian division and supporting its contribution to the firm's overall success in serving high-net-worth individuals and families.

Marc Brunner, the Head Chief Financial Officer, Business Support at Julius Baer, leads the financial functions that underpin the firm's operational activities and strategic development. This executive's responsibilities include managing financial planning, analysis, and reporting for various business support units, ensuring fiscal discipline and resource optimization. Brunner oversees the financial health of departments critical to delivering investment advisory, asset management, and lending solutions, thereby supporting the firm's global wealth management objectives. The Head Chief Financial Officer, Business Support's role is vital in aligning financial strategies with the company's mission to help high-net-worth individuals grow, preserve, and transfer wealth. Marc Brunner ensures that financial resources are allocated effectively to drive innovation and maintain the firm's competitive edge in the global market.

Oliver Schrempp, the Chief Financial Officer, Gps & Chief Information Officer, Treasury & Credit at Julius Baer, holds dual leadership responsibilities critical to the firm's financial and technological infrastructure. This executive directs financial strategy for Global Private Services (GPS) and oversees information technology for Treasury and Credit operations. Schrempp ensures robust financial planning, reporting, and IT systems that support the firm's ability to provide investment advisory, asset management, and lending solutions effectively. The dual role emphasizes the integration of financial acumen and technological innovation to manage risk, optimize resources, and drive growth for high-net-worth clients. Oliver Schrempp's leadership is vital in maintaining the integrity of financial data and the security of IT systems, supporting the firm's mission to help clients grow, preserve, and transfer wealth across generations.

Jean Nabaa, the Chief Operating Officer at Julius Baer, orchestrates the firm's global operational framework, ensuring seamless delivery of wealth management services. This executive's mandate includes optimizing internal processes, enhancing operational efficiency, and managing the technological infrastructure that supports client interactions and financial transactions. Nabaa drives initiatives to streamline operations across investment advisory, asset management, and lending solutions, directly impacting the firm's ability to serve high-net-worth individuals and institutions worldwide. The Chief Operating Officer's role is critical in integrating modern strategies with traditional private banking values, facilitating the growth, preservation, and transfer of wealth. Jean Nabaa ensures that the operational backbone of Julius Baer remains robust, scalable, and aligned with the company's strategic objectives, thereby supporting client satisfaction and long-term business sustainability.

Vajiha Parvez, the Director - Chief Operating Officer Asia Business Management at Julius Baer, manages and optimizes the operational framework for business management across Asia. This executive's role involves enhancing the efficiency and effectiveness of operations supporting wealth management services, including investment advisory, asset management, and lending solutions. Parvez drives initiatives to align regional business practices with global standards, ensuring seamless service delivery to high-net-worth individuals and institutions in the Asian market. The Director - Chief Operating Officer Asia Business Management focuses on streamlining processes and implementing modern strategies while upholding the firm's commitment to traditional private banking values. Vajiha Parvez is critical in ensuring operational excellence and supporting the growth, preservation, and transfer of wealth for clients throughout Asia.

Daniel Odermatt, the Chief of Staff (APAC) at Julius Baer, provides strategic support and operational coordination for the Asia-Pacific region. This executive's responsibilities involve bridging executive leadership with regional operations, ensuring alignment with the firm's global objectives in wealth management. Odermatt facilitates communication and drives key initiatives across investment advisory, asset management, and lending solutions within the APAC market. The Chief of Staff (APAC) plays a crucial role in implementing modern strategies while upholding traditional private banking values to assist high-net-worth clients in growing, preserving, and transferring wealth. Daniel Odermatt's focus is on enhancing regional performance and ensuring the effective execution of strategies tailored to the unique demands of the APAC clientele. This leadership position requires a deep understanding of regional market dynamics and client needs.

Charly De, the Chief Information Officer, Office Sales & Specialist & Trainee at Julius Baer, directs the information technology strategy and infrastructure supporting sales, specialist functions, and trainee programs. This executive's mandate includes ensuring the technological capabilities align with the firm's wealth management objectives, facilitating efficient client engagement and internal operations. De oversees the development and implementation of IT solutions that enhance investment advisory, asset management, and lending services, crucial for assisting high-net-worth individuals and institutions. The Chief Information Officer's role is pivotal in leveraging technology to drive business growth and support the preservation and transfer of wealth across generations. Charly De ensures that the IT environment is secure, scalable, and innovative, underpinning the firm's commitment to modern strategies and traditional values.