Julius Baer

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Philipp Rickenbacher's photo - CEO of Julius Baer

CEO

Philipp Rickenbacher

CEO Approval Rating

77/100

Founded:

1890

Status:

PublicIndependent CompanySIX Swiss ExchangeBAER

Annual Revenue
Employees
Sector

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JULIUS BAER TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

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UBS is one of Julius Baer's top rivals. UBS was founded in Zurich, Zurich} in 1862. UBS is in the Banks industry. Compared to Julius Baer, UBS generates $29.1B more revenue.

Pictet AM is Julius Baer's #2 competitor. Pictet AM was founded in 1805, and is headquartered in Geneva, Geneva. Pictet AM competes in the Asset & Investment Management industry. Pictet AM generates $790.5M less revenue vs. Julius Baer.

Lazard is a top competitor of Julius Baer. Lazard's headquarters is in New York, New York, and was founded in 1848. Lazard operates in the Asset & Investment Management industry. Lazard generates 68% of Julius Baer's revenue.

Julius Baer Quarterly and Annual Revenue

Trailing 12-Months Trend (TTM)

Annual Revenue

$4.1B

Julius Baer's revenue is the ranked 17th among it's top 10 competitors. The top 10 competitors average 29.3B. Over the last two quarters, Julius Baer's revenue has decreased by 0%. Specifically, in Q4 2020's revenue was $4.1B; in Q3 2020, it was $4.1B.

Julius Baer Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
NSC Asesores, S.C.

Mar 2019

Source »
undisclosed
NSC Asesores is a provider of portfolio management and financial advisory services.
Reliance Group

Jan 2018

Source »
undisclosed
-

-

Commerzbank, Luxembourg

Dec 2015

Source »
$74.7M
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Kairos Partners SGR S.p.A

Nov 2015

Source »
$314.1M
Kairos Partners is a financial services firm that provides investment banking, asset and wealth management solutions to businesses.
Global Portfolio Strategists

Mar 2014

Source »
undisclosed
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These are all the companies that Julius Baer has acquired. Julius Baer has acquired 8 companies and its latest acquisition was NSC Asesores, S.C. in Mar 2019. NSC Asesores is a provider of portfolio management and financial advisory services.

Julius Baer Funding History

No recent funding data found related to Julius Baer

Julius Baer Investments

COMPANY

DESCRIPTION

AMOUNT

INVESTMENT DATE

ROUND

EXIT DATE

Moderna is a biotechnology company that researches & markets mRNA therapeutics for genetic disorders, oncology treatments & a COVID-19 vaccine.
$500M
Jan 31, 2018
Series G
Dec 06, 2018
Nectar develops a wealth management technology platform that offers middle and back office services for asset managers.
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Jul 10, 2017
Unattributed
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The Ocean Cleanup develops an ocean current related technology that extracts and cleans oil rugs, debris and plastics in the ocean.
$21.7M
May 04, 2017
Unattributed
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JP Investment Group provides corporate finance services to foundations, pensions, endowments, family offices and other institutional investors.
$22.9M
Dec 30, 2015
Equity
Jul 16, 2015

These are all the companies that Julius Baer has invested in. Julius Baer has invested 4 companies and its latest investment was Moderna in Jan 31,. Moderna is a biotechnology company that researches & markets mRNA therapeutics for genetic disorders, oncology treatments & a COVID-19 vaccine.

Julius Baer News

Julius Baer Press Releases

Julius Baer Videos

Social Media

Julius Baer Headquarters

Bahnhofstrasse 36

Zurich, Zurich8010

41-58-888-1111

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Julius Baer Summary

ABOUT

Overview

Julius Baer is a provider of wealth planning and investment advisory services. Julius Baer was founded in 1890. Julius Baer's headquarters is located in Zurich, Zurich, CH 8010. Julius Baer's CEO, Philipp Rickenbacher, currently has an approval ratin...

CEO

Julius Baer's CEO, Philipp Rickenbacher, currently has an approval rating of 77%. Julius Baer's primary competitors are UBS, Pictet AM & Lazard.

Frequently Asked Questions about Julius Baer

  1. When was Julius Baer founded?

    Julius Baer was founded in 1890
  2. Who is Julius Baer's CEO?

    Julius Baer's CEO is Philipp Rickenbacher
  3. How much revenue does Julius Baer generate?

    Julius Baer generates $4.1B in revenue
  4. How much funding does Julius Baer have?

    Julius Baer has historically raised $0 in funding
  1. Where is Julius Baer's headquarters?

    Julius Baer's headquarters is in Zurich Zurich, CH
  2. How many employees does Julius Baer have?

    Julius Baer has 6,606 employees
  3. Who are Julius Baer's competitors?

    Julius Baer's top competitors are UBS, Pictet AM, Lazard
  4. Who has Julius Baer invested in?

    Julius Baer's has invested in companies such as Moderna, Nectarfinancial, The Ocean Cleanup