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UK wealth management firm founded in 2008, providing bespoke financial planning and investment advice to private clients, charities and institutions across seven offices.
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Julius Baer
Julius Baer is an international Swiss private bank, founded in 1890, providing wealth management, investment advisory, and financial planning services to high-net-worth clients.
Founded in 1890, Julius Baer is a Swiss private bank headquartered in Zürich. The firm specializes in wealth management for high-net-worth individuals, entrepreneurs, and families, operating from offices in major financial centres worldwide.
The bank's services encompass investment advisory, portfolio management, and comprehensive financial planning. Its approach combines traditional Swiss banking values - discretion, reliability, and service excellence - with modern technology and sustainability considerations.
Operating across the banking, financial services, and wealth management sectors, Julius Baer maintains a long-term perspective shaped by over 130 years of heritage and stability in international private banking.
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