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 principles with contemporary financial strategies. The Chief Executive Officer's mandate includes driving sustainable growth and enhancing client value across all business segments. Shaj Babu is responsible for maintaining the firm's reputation for excellence and its commitment to helping clients preserve and transfer wealth across generations. This executive function requires deep market insight and a forward-thinking approach to wealth management challenges.

Regis Burger, the Head (Middle East & Africa) & Chief Executive Officer (Middle East) at Julius Baer, directs the strategic growth and operational leadership for the Middle East and Africa regions. This executive role is pivotal in expanding the firm's presence and service offerings within these key emerging markets. Burger's responsibilities include developing market-specific strategies, fostering client relationships, and ensuring the delivery of personalized wealth management solutions. The Head (Middle East & Africa) & Chief Executive Officer (Middle East) oversees the execution of business plans designed to help high-net-worth individuals and institutions grow, preserve, and transfer wealth. Regis Burger's leadership ensures that Julius Baer's commitment to traditional private banking values and modern strategies is effectively implemented across the Middle East and Africa, driving regional success and client satisfaction. This executive function is key to regional market penetration and development.

Oliver Schrempp, the Chief Financial Officer, Gps & Chief Information Officer, Treasury & Credit at Julius Baer, directs the financial strategy and information technology for critical areas including Global Private Banking Services (GPS), Treasury, and Credit operations. This dual executive role ensures robust financial management and advanced technological integration for these vital functions. Schrempp's responsibilities encompass financial planning, reporting, risk management, and the strategic deployment of IT solutions to optimize treasury and credit processes. The Chief Financial Officer, Gps & Chief Information Officer, Treasury & Credit is key to maintaining the financial health and operational integrity of the firm's core banking activities. Oliver Schrempp's leadership supports the company's mission to provide comprehensive wealth management services, enabling clients to grow, preserve, and transfer wealth effectively. This executive ensures financial discipline and technological innovation drive value.

Marc Brunner, the Head Chief Financial Officer, Business Support at Julius Baer, leads the financial operations and strategic planning for the firm's essential business support functions. This role is critical for ensuring the financial integrity and efficiency of the services that underpin the company's wealth management activities. Brunner's responsibilities include financial oversight, budgeting, forecasting, and resource allocation to optimize the performance of support departments. The Head Chief Financial Officer, Business Support ensures that financial resources are managed effectively to facilitate client advisory, asset management, and lending solutions. Marc Brunner's financial acumen supports the company's mission to help clients grow, preserve, and transfer wealth by maintaining a strong financial foundation and driving operational cost-effectiveness. This executive function is vital for the sustainable operation of the entire organization.

Jean Nabaa, the Chief Operating Officer at Julius Baer, manages the day-to-day operational efficiency and effectiveness of the global private banking and wealth management operations. This critical function ensures the seamless delivery of personalized financial services to a discerning international clientele. Nabaa's responsibilities encompass optimizing business processes, enhancing technological infrastructure, and driving operational excellence across all departments. The Chief Operating Officer plays a pivotal part in integrating modern strategies with traditional private banking values, facilitating client wealth growth, preservation, and intergenerational transfer. Jean Nabaa oversees the operational aspects that support investment advisory, asset management, lending solutions, and structured products, ensuring robust risk management and compliance frameworks are in place. This executive ensures the firm's operational capacity scales effectively to meet global market demands.

Vajiha Parvez, the Director - Chief Operating Officer Asia Business Management at Julius Baer, oversees the operational framework and business management for the firm's Asian operations. This leadership position is central to ensuring the efficient and effective delivery of wealth management services across the Asia-Pacific region. Parvez's mandate includes optimizing business processes, managing operational risks, and supporting strategic growth initiatives tailored to the Asian market. The Director - Chief Operating Officer Asia Business Management plays a vital role in aligning operational capabilities with client needs, facilitating the growth, preservation, and transfer of wealth for high-net-worth individuals and institutions. Vajiha Parvez's expertise ensures that the firm's operational infrastructure in Asia is robust, compliant, and capable of supporting personalized financial services. This executive function drives operational excellence and strategic execution within a key growth region.

Charly De, the Chief Information Officer, Office Sales & Specialist & Trainee at Julius Baer, spearheads the technological strategy and implementation across sales, specialist functions, and trainee programs. This multifaceted role ensures that information systems effectively support client engagement and internal development initiatives. De's purview includes overseeing the digital transformation efforts, enhancing the IT infrastructure that underpins the firm's wealth management services, and ensuring data security and integrity. The Chief Information Officer, Office Sales & Specialist & Trainee is instrumental in leveraging technology to drive operational efficiencies and support the growth and preservation of client wealth. Charly De's leadership ensures that technological advancements align with the company's mission of providing personalized financial services and maintaining a competitive edge in the global market. This executive function is vital for modernizing sales processes and supporting learning environments.

Daniel Odermatt, the Chief of Staff (APAC) at Julius Baer, provides strategic support and operational coordination for the Asia-Pacific region's leadership team. This role is crucial for aligning regional initiatives with the global strategy of the Swiss private banking and wealth management firm. Odermatt's responsibilities include facilitating communication between different business units, managing key projects, and ensuring the efficient execution of strategic priorities across APAC. The Chief of Staff (APAC) works closely with regional executives to enhance client services, drive business development, and navigate the complexities of the Asian markets. Daniel Odermatt's focus is on strengthening the firm's presence and service delivery in the region, supporting high-net-worth individuals and institutions in growing, preserving, and transferring their wealth. This executive function ensures cohesive leadership and operational alignment throughout the Asia-Pacific territory.

Deepika Seth, the Chief Risk Officer & Chief Revenue Officer at Julius Baer, holds a dual executive responsibility for managing the firm's risk profile and driving revenue generation across its global operations. This strategic combination ensures that business growth is pursued within a framework of prudent risk management. Seth's purview includes developing and implementing comprehensive risk mitigation strategies, overseeing compliance, and identifying opportunities to enhance revenue streams through innovative financial services. The Chief Risk Officer & Chief Revenue Officer is instrumental in safeguarding the company's assets and reputation while maximizing profitability. Deepika Seth's leadership supports the firm's commitment to helping clients grow, preserve, and transfer wealth by ensuring financial stability and exploring new avenues for client value creation. This executive function balances proactive risk assessment with aggressive revenue expansion.