Founded in 1890, Julius Baer originated as a small bureau de change on Zurich's Bahnhofstrasse and evolved into a wealth management, securities and FX trading company. The bank operates in 28 countries and employs more than 7,500 staff globally. At the end of 2025, assets under management amounted to CHF 521 billion, with offices in key locations including Abu Dhabi, Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, Lisbon, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.
Julius Baer specializes in wealth management, investment advisory services, real estate financing, and selective trading services, and is one of the world's largest dedicated private banks. The company's client-centric approach, objective advice based on the Julius Baer open product platform, solid financial base and entrepreneurial management culture make it the international reference in wealth management.
Recent Leadership News
Evie Kostakis, Chief Financial Officer since 2022, announced her departure in April 2026 to pursue another international leadership opportunity following an orderly transition. Stefan Bollinger serves as Chief Executive Officer since January 2025, Jean Nabaa as Chief Operating Officer since April 2026, and Victoria McLean as Chief Compliance Officer since February 2026.
Facts compiled by Executive Moves from publicly available news and press releases on 26 May 2026. Spotted an inaccuracy? Email us and we'll review within 1 business day.
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