Julius Baer Group Ltd.

Julius Baer’s origins date back to 1890 in Zurich, where the business developed from a money-changing operation into a bank serving private clients. It became the first Swiss private bank to go public in 1980 and is now listed on the SIX Swiss Exchange.

The group focuses on wealth management rather than broad-based investment banking. Its services cover investment advice and management, wealth planning, financing, and support for wealth accumulation, preservation, and transfer across generations.

Its particular strength is combining a pure wealth-management model with international reach: Julius Baer serves private clients through a network spanning around 25 countries and 60 locations, supported by specialist capabilities in investment expertise and wealth planning.