BANK JULIUS BAER (MONACO)

Established 1996
RCI number: 96S03173
Location
BANK JULIUS BAER (MONACO)

1, avenue des Citronniers
Monte-Carlo, 98000 Monaco


Phone: +377 93 10 50 00
Fax: +377 93 10 50 05


Key Services

Private banking
Wealth management
Asset management

BANK JULIUS BAER (MONACO)

The Julius Baer Group is the leading Swiss private banking group, focusing on the demands of sophisticated private clients, family offices and independent asset managers from around the world.

The Group is completely independent in each and every aspect of its business – from the focused business model and sound financials to the dedicated investment management, open product platform and expert research.

Hence, it is the trusted partner of choice and a leading premium brand in global wealth management, offering best-in-class investment solutions and advice. Julius Baer is currently integrating Merrill Lynch’s International Wealth Management business outside the US. This will increase the Group’s presence to more than 25 countries and 50 locations.

Headquartered in Zurich, it has offices from Dubai, Frankfurt, Geneva, Hong Kong, London, Lugano, Madrid, Monaco, Montevideo, Moscow, Shanghai to Singapore. Bank Julius Baer is the principal operating company of the Julius Baer Group, with origins dating back to 1890. The rich Swiss heritage becomes manifest in the values for which the Bank stands, e.g. trustworthiness, accountability and expertise.

However, at the same time Julius Baer is a modern, forward-looking company at the leading edge of a genuine growth industry. The shares of the Julius Baer Group are listed on the SIX Swiss Exchange and form part of the Swiss Market Index (SMI) of the 20 largest and most liquid Swiss stocks. With a BIS tier 1 capital ratio of 22.9 percent (under Basel 2.5) at the end of June 2013 the Group has a very sound financial foundation, well exceeding the minimum requirements.

Bank Julius Baer & Co. Ltd. enjoys an A1 rating from Moody’s. At the end of June 2013, the Group’s total client assets amounted to CHF 304 billion, with assets under management accounting for CHF 218 billion.


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Key employees

Alain UCARI

Administrateur Délégué / Chairman at BANK JULIUS BAER (MONACO)

Jean-Claude MOLINA

Directeur Général Adjoint at BANK JULIUS BAER (MONACO)

Rémy BERSIER

Board Member of BJBM at BANK JULIUS BAER (MONACO)

Stefano Spurio

Head Intermediaries Western Switzerland, Monaco and Middle East at BANK JULIUS BAER (MONACO)

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