Julius Baer Executive and Leadership Team

Shaj Babu, the Chief Executive Officer at Julius Baer, directs the overarching corporate strategy and global operations. Babu's leadership ensures the firm's continued expansion in providing personalized financial services to high-net-worth individuals, families, and institutions worldwide. This executive oversees the integration of traditional private banking values with modern wealth management strategies, driving client success in wealth growth, preservation, and intergenerational transfer. Babu's focus remains on enhancing the firm's market position and delivering exceptional client outcomes. The Chief Executive Officer's role involves close collaboration with divisional heads to align all business units with the company's core mission and financial objectives, ensuring robust performance across all service areas including investment advisory, asset management, and lending solutions. Shaj Babu's strategic vision guides the firm's response to evolving market dynamics and client needs.

Regis Burger, the Head (Middle East & Africa) & Chief Executive Officer (Middle East) at Julius Baer, spearheads the strategic direction and business development for the Middle East and Africa regions. Burger's leadership focuses on expanding the firm's presence and service offerings to high-net-worth individuals and families within these key markets. The Head (Middle East & Africa) & Chief Executive Officer (Middle East) drives client acquisition and relationship management, ensuring the delivery of tailored wealth management solutions. Regis Burger oversees the regional teams, fostering a culture of excellence in investment advisory, asset management, and lending. This executive's role is pivotal in adapting global private banking strategies to meet the specific needs and opportunities present in the Middle East and Africa. Burger's efforts are directed towards strengthening Julius Baer's position as a leading wealth manager in these dynamic territories, facilitating wealth growth, preservation, and transfer for clients.

Marc Brunner, the Head Chief Financial Officer, Business Support at Julius Baer, manages the financial health and strategic resource allocation for the firm's support functions. Brunner's oversight ensures robust financial planning, accurate reporting, and effective budget management across all operational departments. The Head Chief Financial Officer, Business Support plays a critical part in analyzing financial performance, identifying cost efficiencies, and supporting strategic investment decisions that align with the company's wealth management objectives. Marc Brunner's expertise is crucial for maintaining the financial stability required to offer personalized services to high-net-worth individuals and institutions globally. This leadership position involves close coordination with other finance executives to ensure comprehensive financial oversight and compliance with regulatory standards. Brunner's financial acumen supports the firm's mission to help clients grow, preserve, and transfer wealth effectively.

Oliver Schrempp, the Chief Financial Officer, Gps & Chief Information Officer, Treasury & Credit at Julius Baer, holds a dual mandate overseeing critical financial and technological functions. Schrempp directs the financial strategy and operations for Global Private Banking Services (GPS), ensuring robust fiscal management and resource allocation. Simultaneously, the Chief Financial Officer, Gps & Chief Information Officer, Treasury & Credit leads the information technology strategy for Treasury and Credit operations, enhancing system capabilities and data security. Oliver Schrempp's expertise is vital for maintaining the financial stability and technological infrastructure necessary to support wealth management services for high-net-worth clients. This executive's integrated oversight ensures that financial planning and IT development align with the firm's objectives for client wealth growth, preservation, and transfer, reinforcing Julius Baer's position in the market.

Jean Nabaa, the Chief Operating Officer at Julius Baer, executes the operational framework supporting the firm's global wealth management services. Nabaa's responsibilities encompass optimizing internal processes and ensuring the efficient delivery of investment advisory, asset management, and lending solutions to high-net-worth clients. The Chief Operating Officer drives operational excellence, focusing on enhancing service delivery and client satisfaction across all regions. This role involves managing the technological infrastructure and operational teams that underpin the company's ability to grow, preserve, and transfer wealth. Jean Nabaa works to streamline workflows and implement best practices, ensuring seamless integration of traditional private banking values with modern financial strategies. Nabaa's oversight extends to risk mitigation within operational functions, safeguarding the firm's assets and client trust. The Chief Operating Officer's strategic input is vital for scaling operations to meet increasing global demand.

Vajiha Parvez, the Director - Chief Operating Officer Asia Business Management at Julius Baer, oversees the operational execution and business management for the firm's activities within the Asia region. Parvez's role is critical in ensuring the efficient and effective delivery of wealth management services, including investment advisory and asset management, to high-net-worth clients across Asia. The Director - Chief Operating Officer Asia Business Management drives operational excellence, focusing on streamlining processes and enhancing service delivery to support client objectives for wealth growth, preservation, and transfer. Vajiha Parvez works to align regional operations with global strategies, ensuring compliance and optimizing resource allocation. Parvez's leadership contributes significantly to strengthening Julius Baer's market presence and client relationships throughout Asia, reinforcing the firm's commitment to personalized financial solutions.

Deepika Seth, the Chief Risk Officer & Chief Revenue Officer at Julius Baer, directs the dual imperatives of mitigating financial and operational risks while simultaneously driving revenue growth. Seth's strategic oversight ensures that robust risk management frameworks are in place to protect the firm's assets and client interests, supporting the secure provision of wealth management services. Concurrently, the Chief Risk Officer & Chief Revenue Officer spearheads initiatives to enhance revenue streams through effective sales strategies and client engagement across investment advisory, asset management, and lending solutions. Deepika Seth's integrated approach balances prudent risk-taking with aggressive business development, crucial for helping high-net-worth individuals and institutions grow, preserve, and transfer wealth. Seth's leadership ensures that risk appetite aligns with revenue generation targets, fostering sustainable financial performance and client trust.

Erica Arakaki, the Chief Risk Officer & Chief Revenue Officer, Risco, Compliance, Legal, Seguranca Financeira E Seguranca Da Informafcao at Julius Baer, manages critical functions that safeguard the firm's integrity and financial performance. Arakaki's responsibilities encompass the comprehensive oversight of risk management, compliance, legal affairs, and financial security across the organization. The Chief Risk Officer & Chief Revenue Officer, Risco, Compliance, Legal, Seguranca Financeira E Seguranca Da Informafcao ensures adherence to stringent regulatory standards and implements policies that protect client assets and the firm's reputation. Erica Arakaki drives revenue generation by ensuring that all business activities, including investment advisory and asset management, operate within a secure and compliant environment. This executive's role is fundamental to maintaining client confidence and supporting the long-term growth, preservation, and transfer of wealth for high-net-worth individuals and families.

Daniel Odermatt, the Chief of Staff (APAC) at Julius Baer, provides strategic support and operational coordination for the Asia-Pacific region's leadership team. Odermatt's role involves facilitating communication and ensuring alignment across various business units, enhancing the delivery of wealth management services to high-net-worth clients in APAC. The Chief of Staff (APAC) works closely with regional executives to implement corporate strategies, optimize operational efficiency, and drive business growth within the specified territories. Daniel Odermatt's focus is on streamlining processes and supporting initiatives related to investment advisory, asset management, and client relationship management. This executive ensures that regional operations effectively support the firm's global mission of helping clients grow, preserve, and transfer wealth across generations. Odermatt's contribution is vital for the successful execution of strategic objectives throughout the Asia-Pacific market.

Charly De, the Chief Information Officer, Office Sales & Specialist & Trainee at Julius Baer, directs the technological infrastructure and digital strategy supporting the firm's global operations and client services. De's leadership ensures that IT systems effectively enable the delivery of personalized wealth management solutions, including investment advisory and asset management, to high-net-worth individuals and institutions worldwide. The Chief Information Officer, Office Sales & Specialist & Trainee oversees the development and implementation of innovative technologies that enhance operational efficiency and client experience. Charly De's responsibilities include managing data security, optimizing digital platforms, and driving technological advancements that support the company's mission to help clients grow, preserve, and transfer wealth. De's strategic vision for technology is crucial for maintaining Julius Baer's competitive edge in the evolving financial landscape.