List of Companies

Julius Baer

  • Min. account size

    £2,000,000
  • Company type

    Private Bank
  • Ownership

    Listed on stockmarket
  • Size of wealth manager

    Large
  • Size

    Global
  • Founded

    1890

Julius Baer Factfile

The Julius Baer Group is the leading Swiss private banking group, focusing exclusively on the demands of sophisticated private clients, family offices and independent asset managers from around the world. The Group is completely independent in each and every aspect of its business – from the focused business model and sound financials to the dedicated investment management, open product platform and expert research.

Contact person Relationship manager
Fee structure Annual fee
Min. account size £2,000,000
Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, mixture, ethical
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Portfolio lending
Mortgages (residential)
Typical minimum mortgage £2,000,000
Other finance Jet, yacht, art
Online dealing
Timezones UK, US
Margin accounts
Retail banking
Ethical investing
Philanthropy

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