Julius Baer Executive and Leadership Team

Shaj Babu, the Chief Executive Officer at Julius Baer, directs the overarching strategic vision for the firm. This leadership role involves guiding the global wealth management operations to ensure alignment with the core mission of preserving client capital. By overseeing the executive committee, the Chief Executive Officer maintains high standards of service for high-net-worth individuals and institutional clients. Shaj Babu drives the implementation of modern investment advisory frameworks that complement traditional private banking values. Through constant evaluation of market trends, the Chief Executive Officer secures the competitive position of the firm within the international financial landscape. This executive leadership ensures that all business units remain focused on long-term growth and sustainable asset management. Ultimately, the Chief Executive Officer fosters a culture of excellence that supports the complex financial needs of families and institutions across diverse global markets.

Regis Burger, the Head (Middle East & Africa) & Chief Executive Officer (Middle East) at Julius Baer, directs the expansion and management of wealth services across the Middle East and Africa. This role involves tailoring investment advisory and asset management solutions to the specific requirements of high-net-worth individuals in these regions. By overseeing regional operations, the Head (Middle East & Africa) & Chief Executive Officer (Middle East) ensures that the firm maintains its reputation for excellence. Regis Burger manages the local teams to drive growth and strengthen client relationships. The Head (Middle East & Africa) & Chief Executive Officer (Middle East) monitors regional market trends to identify new opportunities for service delivery. Through the implementation of global strategies at a local level, the Head (Middle East & Africa) & Chief Executive Officer (Middle East) supports the overall mission of the firm. This leadership position requires a deep understanding of the cultural and financial nuances of the region.

Marc Brunner, the Chief Financial Officer & Head of Business Support at Julius Baer, manages the financial health and operational support systems of the firm. This role involves overseeing the budgeting, financial reporting, and capital allocation processes that sustain the wealth management business. By directing the business support functions, the Chief Financial Officer & Head of Business Support ensures that all departments have the resources necessary to serve high-net-worth individuals effectively. Marc Brunner monitors the financial performance of the firm to ensure alignment with long-term strategic goals. The Chief Financial Officer & Head of Business Support coordinates with the executive team to provide insights that inform investment and lending decisions. Through the application of rigorous financial oversight, the Chief Financial Officer & Head of Business Support protects the stability of the firm. This leadership position requires a focus on transparency, accuracy, and strategic planning. Ultimately, the Chief Financial Officer & Head of Business Support ensures that the firm remains financially robust.

Jean Nabaa, the Chief Operating Officer at Julius Baer, manages the internal infrastructure required to support complex wealth management services. This role involves optimizing operational workflows to enhance the delivery of asset management and lending solutions. By streamlining administrative processes, the Chief Operating Officer ensures that the firm maintains efficiency while serving high-net-worth individuals. Jean Nabaa coordinates with various departments to implement robust systems that facilitate seamless client interactions. The Chief Operating Officer monitors performance metrics to identify opportunities for process improvement and cost reduction. Through the application of rigorous operational standards, the Chief Operating Officer supports the broader goal of providing personalized financial services. This leadership position requires constant attention to detail and a deep understanding of the regulatory environment. Ultimately, the Chief Operating Officer strengthens the foundation upon which the firm builds its reputation for reliability and excellence in private banking.

Vajiha Parvez, the Director - Chief Operating Officer Asia Business Management at Julius Baer, oversees the operational framework for the firm across the Asian market. This role involves managing regional business processes to ensure that wealth management services meet the specific needs of high-net-worth individuals in the area. By coordinating with local teams, the Director - Chief Operating Officer Asia Business Management drives efficiency in asset management and lending operations. Vajiha Parvez monitors regional performance to ensure alignment with the global strategy of the firm. The Director - Chief Operating Officer Asia Business Management implements localized solutions that respect the unique financial landscape of the region. Through the optimization of business management practices, the Director - Chief Operating Officer Asia Business Management supports the expansion of the client base. This leadership position requires a deep understanding of regional market dynamics and a commitment to maintaining the high standards of the firm.

Daniela Medina, the Manager, Business & Chief Operating Officer at Julius Baer, directs the operational activities that support the delivery of personalized financial services. This role involves managing the day-to-day business functions to ensure that investment advisory and asset management teams operate effectively. By overseeing internal processes, the Manager, Business & Chief Operating Officer ensures that the firm maintains high levels of service for high-net-worth individuals. Daniela Medina coordinates with various stakeholders to implement strategies that improve operational efficiency. The Manager, Business & Chief Operating Officer monitors performance indicators to identify areas for growth and improvement. Through the application of sound business management practices, the Manager, Business & Chief Operating Officer supports the long-term goals of the firm. This leadership position requires a focus on both tactical execution and strategic alignment. Ultimately, the Manager, Business & Chief Operating Officer ensures that the firm remains well-positioned to serve the evolving needs of its clients.

Charly De, the Chief Information Officer, Office Sales & Specialist & Trainee at Julius Baer, architects the digital infrastructure necessary for modern private banking. This role involves integrating advanced technology solutions to support investment advisory and structured products. By overseeing the digital transformation of sales processes, the Chief Information Officer, Office Sales & Specialist & Trainee ensures that specialists have access to real-time data for client decision-making. Charly De manages the training programs that equip staff with the technical proficiency required to navigate complex financial platforms. The Chief Information Officer, Office Sales & Specialist & Trainee drives innovation in how the firm interacts with high-net-worth individuals. Through the deployment of secure and scalable systems, the Chief Information Officer, Office Sales & Specialist & Trainee protects client assets while enhancing service delivery. This leadership role bridges the gap between traditional banking values and the technological requirements of the modern financial market.

Daniel Odermatt, the Chief of Staff (APAC) at Julius Baer, coordinates strategic initiatives across the Asia-Pacific region. This role involves facilitating communication between regional leadership and the global headquarters to ensure operational cohesion. By managing key projects, the Chief of Staff (APAC) supports the implementation of wealth management strategies tailored to the needs of high-net-worth individuals in the region. Daniel Odermatt oversees the execution of business plans that drive growth and client retention. The Chief of Staff (APAC) monitors the progress of various departments to ensure that objectives remain on track. Through the alignment of regional activities with the broader mission of the firm, the Chief of Staff (APAC) enhances the overall impact of the organization. This leadership position requires strong organizational skills and the ability to navigate complex cross-functional environments. Ultimately, the Chief of Staff (APAC) ensures that the regional operations remain agile and responsive to market changes.

Deepika Seth, the Chief Risk Officer & Chief Revenue Officer at Julius Baer, balances the protection of client assets with the pursuit of financial growth. This dual role involves identifying and mitigating risks associated with investment advisory and lending solutions. By overseeing the risk management framework, the Chief Risk Officer & Chief Revenue Officer ensures that the firm adheres to strict regulatory standards. Simultaneously, the Chief Risk Officer & Chief Revenue Officer drives revenue generation by identifying new opportunities within the wealth management sector. Deepika Seth coordinates with the investment teams to ensure that all products align with the risk appetite of the firm. The Chief Risk Officer & Chief Revenue Officer monitors market volatility to protect the interests of high-net-worth individuals. Through the integration of risk assessment and revenue strategy, the Chief Risk Officer & Chief Revenue Officer supports the sustainable growth of the firm. This leadership position requires a deep understanding of financial markets and a commitment to prudent management.