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Super League In-Depth Analysis: Julius Baer 2016

Super League In-Depth Analysis: Julius Baer 2016

  • August 2016
  • 32 pages
  • ID: 4090595
In this report:
In July 2015 Julius Baer announced it had agreed to acquire ##% of NSC Asesores, an independent financial advisory firm in Mexico.
NSC - In July 2015 Julius Baer announced plans to acquire a ##% stake in NSC Asesores, an independent financial advisory firm in Mexico.
In April 2016 Julius Baer agreed to acquire an additional ##.##% stake in Kairos Investment Management, raising its stake to ##%.


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Julius Baer is a Swiss financial services provider that offers clients a range of wealth management services. Led by CEO Boris F J Collardi, Julius Baer does not specialize in a unique demographic segment beyond HNW; rather, the company's customer targeting strategy aims to create a overall footprint. Julius Baer carries out its overall expansion by pursuing a merger and acquisition strategy: it has entered markets around the globe as part of its plan to continuously invest in existing businesses and adapt to shifts in the investment behavior of clients.

Main highlights

- Julius Baer continues to expand its presence in its home market Switzerland.

- Although EU remains the company's biggest market, nearly a quarter of the company's assets under management currently stem from clients in Asia-Pac. Julius Baer is also pushing heavily into Latin America at a time when competitors are withdrawing from the region.

- In July 2016 the company announced a restructuring and now operates five standalone divisions: Europe (EU), Asia Pacific (APAC), emerging markets, Latin America area, and Switzerland.

- Julius Baer plans to reduce executive board compensation by 10.0 percent as a result of a cross-border settlement with the US Department of Justice over an investigation into whether the company helped clients evade taxes in 2009 and 2010.

- The company has been steadily increasing its revenues, and currently focuses on controlling expenses as its cost/revenue ratio grew significantly between 2010 and 2013.

- Julius Baer has a limited presence on social media platforms, preferring to build and strengthen client relationships outside of digital channels. The company has a basic profile on LinkedIn, containing a wealth management page for the company's Asia Pacific division.


Verdict Financial's "Super League In-Depth Analysis: Julius Baer 2016" is a exhaustive analysis of Julius Baer's wealth management operations. It affords insight into the company's strategy, financial results, and marketing activities. It also covers new MandA activity, customer targeting, and product innovation. Insight into Julius Baer's growth strategy.

- Overview of the firm's organizational structure.

- Clear presentation of its geographical coverage and expansion strategy, including MandA activity.

- Analysis of the firm's financial performance, including comparison with other overall wealth managers.

- Examination of top target client groups.

- Analysis of Julius Baer's service and product proposition and how it is singular compared to those of its competitors.

- Review of Julius Baer's marketing and social media activities.

Great reasons to purchase

- Examine the financial performance and main ratios for Julius Baer and benchmark this competitor against other overall wealth managers.

- Explore Julius Baer's new MandA and growth strategies and their impact on its AUM growth and financial performance.

- Understand Julius Baer's client targeting strategies and examine whether these have been successful.

- Learn more about Julius Baer's marketing strategy, social media presence, and digital innovations.

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