| Company Web site |
www.juliusbaer.com
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| Company Description |
Main services: Full range of custody and administration services. Safekeeping of securities and other assets; settlement of securities transactions; administrative Acts/Notification and processing of corporate actions; collection of interest, dividends and principal repayments; support of cash management; interests on the current account balances; flexible and user-specific reporting services.
Other features: Personal service by the client managers; multilingual contact people for any requests; high level of automation (straight through processing); high standing Swiss quality; regular personal service reviews with clients. Additional Swiss banking services: brokerage, financial consulting, portfolio management, investment funds, economic research and information service.
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| Country |
Switzerland
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| Company |
Julius Baer & Co. Ltd.
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| Name |
Daniel Marc Waeber
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| Job title |
Head Client Management |
| Email |
daniel.waeber@juliusbaer.com |
| Phone |
+41 58 888 42 30
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| Fax |
+41 58 888 08 60
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| Mailing Address |
Hohlstrasse 602, P.O. Box, 8010 Zurich, Switzerland
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| Country |
Switzerland
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| Company |
Julius Baer & Co. Ltd.
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| Name |
Barbaric Andreas
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| Job title |
Head Business Development |
| Email |
andreas.barbaric@juliusbaer.com |
| Phone |
+41 58 888 41 61
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| Fax |
+41 58 888 78 79
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| Mailing Address |
Hohlstrasse 602, P.O. Box, 8010 Zurich, Switzerland
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| Overall |
| Fund Managers |
| Institutional Investors |
| Securities Lending |
| Peer Group Ranking |
| World Ranking |
| Form (Unweighed) |
| Strongest Areas* |
| Strongest Areas Globally** |
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| Ownership Structure: |
Julius Baer Holding Ltd., whose registered shares are listed on the SIX Swiss Exchange, is the parent company of the Julius Baer Group and acts as a financial holding company. The core companies of the Group are Bank Julius Baer & Co. Ltd., which has an Aa3 rating from Moody’s, and GAM Holding AG, a global asset manager focused on active and alternative wealth management. |
| Total Assets: |
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| Credit Ratings: |
Moody's Rating: Aa3 |
| Regulatory Capital Ratios: |
Undisclosed |
| Non Interest/ Total Income Ratio: |
Undisclosed |
| Number of International Clients: |
Undisclosed |
| Number of Domestic clients: |
Undisclosed |
| Assets In Global Custody: |
$ 100 bn |
| Network Coverage: |
Undisclosed |
| Network Management Locations: |
Zurich |
| Service Centers: |
Dusseldorf, Frankfurt, Hamburg, Stuttgart, Paris, Milan, London, Guernsey, Luxembourg, Monaco, Vienna, Moscow, Basel, Bern, Crans Montana, Geneva, Lausanne, Lugano, Lucerne, Sitten, St. Gallen, St. Moritz, Verbier, Zug, Zurich, Istanbul, Buenos Aires, Nassau, Grand Cayman, Toronto, Bogota, Montevideo, Los Angeles, New York, Hongkong, Jakarta, Singapore, Cairo, Abu Dhabi & Dubai |
| Service Structure: |
Relationship management is local to the client. |
| Number of Securities Services Staff: |
Undisclosed |
| Staff Turnover: |
Undisclosed |
| Target Clients: |
Fund managers, banks, broker/dealers, insurance companies, pension funds, hedge funds and family offices |
| Cross-Selling Ratio: |
Undisclosed |
 = Top Rated
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 = Domestic Top Rated
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 = Leading Top Rated
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 = Unrated
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 = Commended
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 = Domestic Commended
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 = Leading Commended
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 = Not Rated
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 = Best In Class
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