Your Trusted Financial Partner

Navigating Financial Solutions Since 1890

Who We Are

Discover the Excellence of Julius Baer Global

To provide clients with expert guidance and personalized financial strategies that foster long-term growth and stability in their investments.

To be the leading global firm recognized for our commitment to excellence in wealth management and client service.

Julius Baer Global is a premier financial services firm based in Zurich, Switzerland, founded in 1890. We specialize in personalized wealth management and investment strategies, ensuring tailored solutions for our clients.

With a focus on innovative financial guidance, our experienced team offers a range of services, including investment advisory, estate planning, and asset management. Julius Baer is recognized for its commitment to excellence and outstanding client service.

Trusted for over a century, we help clients achieve their financial goals through personalized advice and expertise.

Milestones of Excellence

Pioneering Innovations and Achievements in Financial Services Over 130 Years

Global Expansion

Established a worldwide presence, enhancing advisory services across multiple jurisdictions.

Client Centric Solutions

Developed personalized investment strategies tailored to individual client goals and needs.

Award-Winning Service

Received numerous accolades for outstanding client support and innovative financial solutions.

Sustainable Investments

Pioneered sustainable investment options, focusing on responsible asset management for clients.

Our Commitment to Integrity, Innovation, and Client Success

Core Principles

At Julius Baer, we uphold integrity, innovation, and client-centricity as our core values, ensuring transparency and trust in all client interactions while fostering a culture of continuous improvement.

Our ethical approach is grounded in respect, accountability, and responsible stewardship, guiding our actions toward building lasting relationships with clients.

We are committed to maintaining the highest ethical standards, ensuring our decisions are made with our clients’ best interests at heart.

Guiding Principles that Shape Our Actions and Decisions

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