JULIUS BÄR GRUPPE AG

BAER
Delayed Swiss Exchange - 11:31 2022-11-29 am EST
53.94 CHF +0.63%
Business Summary
Financials
Banking & Investment Services
 Banking Services
  Banks
   Private Banks
Julius Baer Gruppe AG (the Group) is a Switzerland-based private banking group, with an exclusive focus on servicing and advising private clients and independent asset managers. The Group has a global presence with approximately 50 locations in more than 25 countries and jurisdictions. Julius Baer Gruppe AG was established through spin off from Julius Baer Holding AG’s businesses into two independent entities, namely the Company, together with its subsidiaries, comprising Bank Julius Baer & Co Ltd as its principal operating entity, and GAM Holding, together with its subsidiaries, comprising GAM and the Julius Baer-branded asset management business, which includes the private label funds business that formerly was part of Julius Baer Holding Ltd’s Bank Julius Baer segment. The Group diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.

Number of employees : 6 727 people.
Sales per Business
20202021
Banking & Related Activities3 583.1088.3%3 857.8090.4%
CHF in Million
Sales per region
20202021
Switzerland2 012.0049.6%2 121.0049.7%
Asia and Other Countries1 006.0024.8%1 085.0025.4%
Europe (excluding Switzerland)699.0017.2%813.0019%
Americas75.001.8%71.001.7%
CHF in Million
Managers
Name Title
Philipp Rickenbacher Chief Executive Officer
Evie Kostakis Chief Financial Officer
Romeo Lacher Non-Executive Chairman
Nic Dreckmann Chief Operating Officer & Head-Intermediaries
Yves Bonzon Chief Investment Officer
Heinrich Andreas Baumann Independent Non-Executive Director
Gilbert Achermann Independent Non-Executive Director
Ivo Furrer Independent Non-Executive Director
Richard M. Campbell-Breeden Independent Non-Executive Director
Eunice Zehnder Lai Independent Non-Executive Director
Shareholders
Name Equities %
Davis Selected Advisers LP 19,756,445 9.24%
Harris Associates LP 13,358,676 6.25%
T. Rowe Price International Ltd. 11,222,303 5.25%
Thornburg Investment Management, Inc. 7,609,981 3.56%
Julius Bär Gruppe AG 7,423,208 3.47%
Wellington Management International Ltd. 6,614,611 3.09%
Norges Bank Investment Management 6,537,988 3.06%
UBS Asset Management Switzerland AG 5,929,327 2.77%
Massachusetts Financial Services Co. 5,820,778 2.72%
The Vanguard Group, Inc. 5,714,320 2.67%
Company contact information
Julius Bär Gruppe AG
Bahnhofstrasse 36
Zurich 8010

Phone : +41.58.888.11.11
Fax : +41.58.888.55.17
Web : http://www.juliusbaer.com
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