Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
56.62 USD | -0.77% | +0.55% | -0.35% |
Business Summary
Number of employees: 7,425
Sales per Business
CHF in Million | 2022 | Weight | 2023 | Weight | Delta |
---|---|---|---|---|---|
Wealth Management
100.0
%
| 3,853 | 100.0 % | 3,240 | 100.0 % | -15.93% |
Sales per region
CHF in Million | 2022 | Weight | 2023 | Weight | Delta |
---|---|---|---|---|---|
Switzerland
48.9
%
| 2,177 | 56.5 % | 1,583 | 48.9 % | -27.29% |
Asia and Other Countries
30.1
%
| 1,027 | 26.7 % | 976 | 30.1 % | -4.97% |
Europe (excluding Switzerland)
24.7
%
| 809 | 21.0 % | 800 | 24.7 % | -1.11% |
Consolidation Items
-5.6
%
| -231 | -6.0 % | -182 | -5.6 % | -21.21% |
Americas
1.9
%
| 71 | 1.8 % | 63 | 1.9 % | -11.27% |
Managers
Managers | Title | Age | Since |
---|---|---|---|
Nic Dreckmann
CEO | Chief Executive Officer | 50 | 01/17/01 |
Evie Kostakis
DFI | Director of Finance/CFO | 48 | 01/20/01 |
Yves Bonzon
CIO | Chief Investment Officer | 59 | 01/20/01 |
Investor Relations Contact | - | 01/08/01 | |
Antje Hembd
PRN | Corporate Officer/Principal | - | 01/16/01 |
Yvonne Suter
PRN | Corporate Officer/Principal | - | 01/19/01 |
Rajesh Manwani
PRN | Corporate Officer/Principal | - | - |
Derek Beatty
PRN | Corporate Officer/Principal | - | - |
Luigi Vignola
PRN | Corporate Officer/Principal | 54 | - |
David Shick
PRN | Corporate Officer/Principal | - | - |
Members of the board
Members of the board | Title | Age | Since |
---|---|---|---|
Director/Board Member | 62 | 01/18/01 | |
Romeo Lacher
CHM | Chairman | 64 | 10/19/10 |
Director/Board Member | 64 | 12/22/12 | |
Director/Board Member | 61 | 13/23/13 | |
Kathryn Shih
BRD | Director/Board Member | 66 | 01/20/01 |
Director/Board Member | 63 | 10/19/10 | |
Director/Board Member | 57 | 10/19/10 |
Share class
Vote | Quantity | Free-Float | Company-owned shares | Total Float | |
---|---|---|---|---|---|
Stock A | 1 | 206,001,780 | 203,828,644 ( 98.95 %) | 1,186,177 ( 0.5758 %) | 98.95 % |
Holdings
Name | Equities | % | Valuation |
---|---|---|---|
852,845,825 | 21.46% | 1,548,051,628 $ | |
JULIUS BÄR GRUPPE AG 4.50% | 9,271,254 | 4.50% | 517,935,638 $ |
852,845,825 | 24.27% | 220,247,434 $ | |
DOHOME 0.37% | 12,061,109 | 0.37% | 3,385,191 $ |
Company contact information
Group companies
Name | Category and Sector |
---|---|
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices. |
Investment Managers
|
Kairos Investment Management SpA
Kairos Investment Management SpA Investment ManagersFinance Kairos Investment Management SpA operates as a holding company which manages and coordinates the business activities of its subsidiaries. It holds interest in companies engaging in the asset management sector. The company was founded by Paolo Basilico in 1999 and is headquartered in Milan, Italy. |
Investment Managers
|
Kairos Partners SGR SpA
Kairos Partners SGR SpA Investment ManagersFinance Kairos Partners SGR SpA (Kairos) is an investment management firm headquartered in Milan, Italy. The firm was founded by Brera Guido Maria and Paolo Basilico in 1999. In 2024, Italy-based Anima Holding SpA (BIT: ANIM) acquired Kairos Partners SGR SpA from Kairos Investment Management SpA, a subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Kairos offers a selected range of investment services and solutions for private customers, professional operators and institutional investors. |
Investment Managers
|
Sanam Investment Co. Ltd.
| |
Bank Julius Bär Deutschland AG
Bank Julius Bär Deutschland AG Investment ManagersFinance Bank Julius Bär Deutschland AG (Julius Bär Germany) is the German wealth management subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Founded in 1989, Julius Bär Germany is headquartered in Frankfurt and provides personal wealth management advice to private clients. |
Investment Managers
|
Julius Baer International Ltd.
Julius Baer International Ltd. Investment ManagersFinance Julius Baer International Ltd. (JBI) is the Great Britain-based wealth management subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. The firm was founded in 1968 and is headquartered in London. JBI provides advisory services related to asset management and financial planning for private clients. |
Investment Managers
|
Bank Julius Baer Europe SA
Bank Julius Baer Europe SA Investment ManagersFinance Part of Julius Bär Gruppe AG, Bank Julius Baer Europe SA provides investment advice. The company is based in Luxembourg, Luxembourg. The Luxembourger company was founded in 1969. Falk Fischer has been the CEO of the company since 2000. Bank Julius Baer Europe was acquired by Julius Bär Gruppe AG from Commerzbank AG on July 04, 2016 for $85.18 million. |
Investment Managers
|
Bank Julius Baer & Co. Ltd. (Singapore)
Bank Julius Baer & Co. Ltd. (Singapore) Investment ManagersFinance Bank Julius Baer & Co. Ltd. (Singapore) (Julius Baer-SG) is the Singapore-based private banking division of Bank Julius Baer & Co. AG, ultimately owned by Julius Bear Gruppe (SWX: BAER; OTCMKTS: JBAXY), a banking corporation headquartered in Switzerland. Founded in 2006, Julius Baer-SG acts as the bank's regional hub in South East Asia and is the main booking center for the Group outside Switzerland. They also provide investment advice to private clients around the world. |
Investment Managers
|
Julius Baer (Middle East) Ltd.
Julius Baer (Middle East) Ltd. Regional BanksFinance Part of Julius Bär Gruppe AG, Julius Baer (Middle East) Ltd. provides commercial banking services. The company is based in Dubai, United Arab Emirates. |
Regional Banks
|
Sales per region
EPS Revisions
Quarterly revenue - Rate of surprise
1st Jan change | Capi. | |
---|---|---|
+15.28% | 483.13Cr | |
+23.52% | 454.81Cr | |
+3.33% | 133.43Cr | |
+1.54% | 19Cr | |
+6.90% | 16Cr | |
-18.19% | 9.48Cr |
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