Julius Baer’s commitment to long-term client partnerships is key to its success in helping clients in the region realise their wealth ambitions

While short-term gains often make headlines, Julius Baer believes that true success is built on enduring relationships. This Swiss private bank has long focused on establishing long-term partnerships, especially in Asia’s dynamic and fast-growing wealth market. As the largest pure- play specialist in the region focused exclusively on wealth management, Julius Baer is able to deliver highly tailored services to meet the evolving financial aspirations of its high-net- worth and ultra-high-net-worth clients.

Julius Baer’s success is intrinsically linked to the impact it has on its clients. The bank prides itself on guiding clients through their financial journeys, continually innovating and refining its services to meet their changing investment needs. Its approach to client satisfaction extends beyond mere transactions and focuses instead on fostering partnerships to build lasting financial legacies.

To achieve this, the bank’s experienced professionals collaborate closely with clients to navigate the complexities of wealth and financial planning. This collaborative approach ensures that the solutions provided are tailored to each client’s needs and goals. The bank’s Family Office Solutions is one example of this model. From wealth structuring and succession planning to liquidity management and philanthropy, the bank’s suite of family office offerings is designed to safeguard and grow family legacies.

As Asia becomes a hub for family offices, Julius Baer has emerged as a preferred partner for families in the region seeking a trusted partner to manage their fortunes. The bank’s deep understanding of the diverse and dynamic Asian market uniquely positions it to meet their sophisticated demands.

A wealth of investment expertise

Having accumulated over a century of investment expertise, Julius Baer offers clients access to seasoned experts and a state-of-the-art platform that supports comprehensive trading and execution, investment research and other innovative solutions. Its investment offerings include discretionary portfolios, structured products, private markets and funds. The exceptional performance of Julius Baer’s internally managed offerings has garnered numerous accolades, including the Best Overall Group – Switzerland title for small fund management groups from Lipper twice consecutively. Meanwhile, 14 out of 25 of its in-house funds have received a four- or five-star Morningstar Rating. The bank was also awarded Euromoney’s Global Best for Discretionary Portfolio Management.

Strengthening the Singapore connection

Singapore serves as Julius Baer’s hub in Asia, which has helped the bank expand its deep bench of talent and range of client offerings. Julius Baer is the sole pure-play wealth manager with an innovation laboratory in the city-state, reflecting its dedication to developing creative solutions for its clients. Indeed, the bank’s global innovation head has led its innovation agenda from Singapore since April 2023. In 2024, Julius Baer expanded its Singapore presence with a new state-of-the-art facility at One@Changi City, marking a 40 per cent increase in physical space. This expansion aims to provide an optimal environment for its operations and technology teams to operate. As Asia is Julius Baer’s second home market, accounting for nearly 25 per cent of its total assets under management and global workforce, the bank will continue to invest in the region to remain close to its clients in order to serve them more effectively.