|Profile||Since its foundation in the nineteenth century, Julius Baer has been driven by an entrepreneurial spirit, cultural openness and an intimate understanding of clients's needs, all founded on a rich Swiss heritage.|
Julius Baer's strategic priorities centre on capturing the strong wealth creation dynamics of growth markets and on further penetrating the high wealth concentration of core European markets. This broad international standing, combined with a deeply rooted client-centric culture makes Julius Baer big enough to matter yet small enough to care.
Julius Baer's growth strategy focuses not only on organic growth and acquisitions including Merrill Lynch's International Wealth Management business outside the US, but also on strategic cooperation with renowned partners including Bank of America Merrill Lynch, Bank of China, Macquarie and Leumi. This allows us to offer advice and services in the areas of financing, corporate finance and investment solutions beyond traditional wealth management to ultra-high net worth individuals, business owners and family offices.
In addition Julius Baer offers highly sophisticated custody services for a broad range of clients (e.g. pension funds, family offices, insurance companies, endowments, fund structures, etc.)
The shares of the Julius Baer Group are listed on the SIX Swiss Exchange and form part of the Swiss Market Index (SMI) of the 20 largest and most liquid Swiss stocks. With a BIS tier 1 capital ratio of 15.9 percent (under Basel 3) at the end of June 2016 the Group has a very sound financial foundation, well exceeding the minimum requirements. Bank Julius Baer & Co. Ltd. enjoys an AA2 rating from Moody's. At the end of June 2016, the Group's total client assets amounted to CHF 397 billion, with assets under management accounting for CHF 311 billion.
- centralied safekeeping of securities and other assets
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