Welcome Guest | Register / Login

Julius Baer - Competitor Profile

Julius Baer - Competitor Profile

Summary

GlobalData's 'Julius Baer - Competitor Profile' provides a comprehensive analysis of Julius Baer's private banking and wealth management operations. It offers insights into the company's strategy and financial performance, including key data on assets under management (AUM). Customer targeting and service propositions are covered, as are product innovation and marketing activities.

Headquartered in Zurich, Julius Baer is a Swiss private bank that provides clients with a range of wealth management services. All private banking activities are listed under Julius Baer Group Ltd.

Scope

- Julius Baer simplified its organizational structure to become more agile. Effective from January 2020, Julius Baer combined five regions serving private clients into three geographic units - Switzerland and Europe, the Middle East, and Africa; Asia Pacific; and the Americas.
- Despite the impact of COVID-19, Julius Baer's operating revenues grew 9.9% to CHF1,851m ($2,031m) in H1 2020 compared to H2 2019, due to strong client engagement and cost-cutting measures. Net fee and commission income increased by 8% to CHF1,033m ($1,134m) driven by increased client transaction volumes, resulting in higher brokerage commissions and income from securities underwriting.
- While Julius Baer has a presence globally, Europe remains its largest market. It boasts a presence across 12 countries in the region, including its home market Switzerland. The company is also focusing on growth in Asia Pacific and the Americas by introducing new office locations, hiring additional relationship managers, and introducing e-banking services.
- The group adopted a three-year program in February 2020 to strategically expand its wealth business globally by offering enhanced wealth solutions to its clients, thereby improving overall efficiency and productivity.
- Julius Baer is investing in digital platforms for financial advisors and clients. It is continuously upgrading its digital platforms to enhance the client experience.

Reasons to Buy

- Examine the financial performance, key ratios, and AUM growth of Julius Baer and its private banking business, and benchmark this competitor against other global wealth managers
- Understand its current strategic objectives and their impact on financial performance.
- Discover Julius Baer's key products and its client targeting strategies and examine whether these have been successful.
- Learn more about its private banking marketing strategy, social media presence, and digital innovations.
Single User License: Report will be emailed in PDF format and can be accessed by a specific user. This License type allows the report to be Printed.
Site License: Report will be emailed in PDF and  allows only employees within the same geographical location within the organization to access it. This License type allows the report to be Printed.
Global Site License: Report will be emailed in PDF format and allows all employees within the organization to access it.  This License type allows the report to be Printed.
Why http://www.marketreportsonline.com/
Julius Baer - Competitor Profile
Published By :GlobalData
Price
How to Purchase
Purchase reports from our site in few easy clicks. Please follow the description given below to complete your purchase process.
Step 1:
Select the report title of your interest, and Click on Buy Now button next to the Price option.
Step 2:
You will arrive at the Purchase page, where you will be requested to Signup (New User) or Login (Registered User). Please note that in-keeping with the security check on the website, you must submit your full details to avoid any inconvenience arising from incorrectly entered data or counterfeit information.
Step 3:
After SignUp/Login, you will arrive at our Payment Page on Paypal. You will see your Order Summary as well as an option to Choose a way to pay. Select a Payment option from Pay with a Paypal account OR Pay with a Debit or Credit Card. MarketReportOnline accepts Visa, MasterCard, American Express and Discover through Paypal. Fill up the required details in the option of your choice.
Step 4:
Once you follow the required process in Step 3 as mentioned above, you have successfully completed the purchase process.
Step 5:
Once you have successfully completed the purchase process, you will receive a confirmation email. The report will then be emailed to you directly by the publisher, as per our agreement with the publisher. For Orders that are placed after working hours, the delivery of the reports will be made on the next business day. For orders that are placed during weekends, the delivery of the reports will be made on the next 'working' business day. Please note, if you select purchase by invoice, you will receive your report only once the payment has been received. If you have any queries about how to order, please Contact Us.
We use cookies to deliver the best possible experience on our website.
By continuing to use this site, or closing this box, you consent to our use of cookies. To learn more, visit our Privacy Policy