Bank Julius Baer & Co. Ltd
Budget
€400 — €0
EP Access
0
accredited persons
Staff
2
1 FTE
EU Grants
None
Mission & Goals
Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advising sophisticated private clients. In all we do, we are inspired by our purpose: creating value beyond wealth. At the end of October 2025, assets under management amounted to CHF 520 billion. Bank Julius Baer & Co. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Leader Index (SLI), comprising the 30 largest and most liquid Swiss stocks. Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.
EU Legislative Interests
Julius Baer follows a broad range of policies relevant to the Financial Services Industry, including topics like the Savings and Investment Union, the Retail Investment Strategy, AML, CMU, the European Banking Union, and developments in taxation. The Bank is especially interested in overall trends and policy developments in the field of the Savings & Investment Union, Sustainable Finance and Digitalisation (including Cybersecurity and AI).
Interests Represented
Promotes their own interests or the collective interests of their members
Member Of
We are a member of the IIF (www.iif.com), the World Economic Forum (www.wef.org), the Swiss Bankers Association (www.sba.ch), and the Association of Swiss Asset and Wealth Managers (www.vav-abg.ch), which in turn is a member of the Swiss Finance Council (www.sfc.org).
Organisation Members
we have no members
Commissioner Meetings
No recorded meetings with EU commissioners.