IMMEDIATE returns are always a priority, yet Julius Baer recognises that true success lies in forging authentic relationships with clients, nurturing partnerships that stand the test of time.
According to Jimmy Lee, Member of the Executive Board of Julius Baer Group Ltd and Region Head Asia, the Asia region continues to set the pace for wealth creation. As the largest pure-play specialist across Asia and the second-largest wealth manager by market capitalisation in Switzerland, Julius Baer stays focused on providing tailored services to meet its clients’ distinct and ever-fluid financial dreams.
“Passion drives our purpose, and the impact we create for our clients is built on close attention to their personal wealth aspirations. It’s our privilege to accompany every client on their financial journey, and we are committed to innovation and refinement of our services so that we stay aligned with their evolving investment needs.”
A commitment beyond transactions
Through Julius Baer’s unwavering focus on client satisfaction, the Bank understands that its success is directly linked to theirs. This principle places the needs and targets of its clients at the forefront of its operations.
Julius Baer’s strength lies in its seasoned professionals collaborating with clients, navigating the unique complexities of wealth and financial planning together. Through detailed analysis and strategic foresight, Julius Baer crafts personalised solutions that go beyond immediate financial concerns, aiming to create lasting financial legacies that span generations.
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Pioneering family office solutions
Personalised financial management is not just a service but a necessity, and Julius Baer stands at the forefront, offering bespoke Family Office Solutions. The Bank’s mission is to address the comprehensive financial needs of its clients, guiding them through wealth structuring, succession planning, liquidity management, asset consolidation, retirement planning, relocation, and philanthropy. Beyond managing wealth, Julius Baer is dedicated to elevating and safeguarding family legacies.
As Asia becomes a hub for family offices, Julius Baer has been the preferred choice for those seeking experienced wealth management partners. With deep understanding of the diverse and dynamic Asian market, the Bank is uniquely positioned to cater to sophisticated demands.
Rajesh Manwani, Head of Markets and Wealth Management Solutions Asia, says, “Our tailored approach to wealth planning is grounded in the understanding that no two families are alike. Each has its distinct set of priorities and characteristics, necessitating a bespoke strategy. With one of the industry’s most reputable and experienced teams in the Asian market, we dive deep into our clients’ aspirations, helping them navigate their unique paths.”
More than a century of investment expertise
Julius Baer has built its investment expertise and offering over more than a century. Its clients have access to the Bank’s seasoned investment professionals and a best-in-class platform with state-of-the-art trading and execution support, investment research, and constantly new and innovative investment solutions.
Applying unrivalled in-house expertise and an external network of specialists, Julius Baer promises transformative solutions, from discretionary portfolio offerings, to structured products, private markets, and funds, all within a comprehensive suite of financing services.
Julius Baer’s commitment to managing clients’ assets professionally and with risk consciousness extends beyond its multi-asset strategies. The Julius Baer Investment Management organisation has achieved solid investment results across its product range, and it has delivered impressive performance in both absolute and relative terms. Five of its 25 rated in-house funds have received a five-star overall Morningstar Rating™, and six have received a four-star overall Morningstar Rating™. The Bank’s achievements also include the “Best Small Asset Manager” award from Lipper, and multiple “Best Fund” awards for its performance in funds offering over the past five years.
Harnessing the Singapore connection
Having Singapore as its Asia hub has also helped Julius Baer expand its deep bench of expertise and client offering. The Bank is the only pure-play wealth manager operating an innovation lab in Singapore, and it has stationed its Global Innovation Head in the city since April 2023 to spearhead its global innovation drive.
In 2024, Julius Baer moved its second Singapore office to a new, state-of-the-art facility at One@Changi City, representing not only a 40 per cent physical expansion, but also the Bank’s commitment to providing the best environment for its operations and technology teams to excel.
Adds Yee Kim Tan, Market Head Greater China Singapore & Branch Manager Singapore, “Asia is our second home market, accounting for nearly 25 per cent of total assets under management and global workforce. We want to be close to our clients, so we are constantly investing in the region.”
Together with the broadest onshore and offshore footprint amongst pure-play private banks, and its strong presence in key markets like Hong Kong, Singapore, India, Thailand, Japan, China and its Asia Switzerland desk, Julius Baer’s clients are united across Asia and beyond to seize new opportunities and safeguard their legacies.
Sincere in its mission to keep building long term partnerships with clients, Julius Baer’s philosophy of service is spread across nearly 25 countries and over 60 locations, including Zurich, London, Mumbai and Dubai. With a client-centric approach and objective advice, the Bank’s solid financial base and entrepreneurial management culture make it the international reference in wealth management.
Excellence across the investment spectrum
Euromoney Global Private Banking Awards 2024
- Asia’s Best International Private Bank
- Asia’s Best for Ultra High-Net-Worth
- Singapore’s Best for High-Net-Worth
- World’s Best for Non-Resident Indians
- India’s Best International Private Bank
- Thailand’s Best International Private Bank (SCB Julius Baer - the Bank’s Bangkok-headquartered JV with Siam Commercial Bank)
Asian Private Banker Awards for Distinction 2023
- Best Private Bank – Pure Play
- Best Private Bank – Global Indians
- Best Pure Play Private Bank – Discretionary Portfolio Management
- Best International Private Bank – Thailand (SCB Julius Baer)
- Best Private Bank - Fund Advisory (Highly Commended)
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