1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Private Banking Market Trends
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 ##%.

Summary

Table of Contents

Search Inside

Brief

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.

Abstract

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.

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 150+ Million searchable statistics with tables, figures & datasets
  • More than 25,000 trusted sources
  • Single User License — provides access to the report by one individual.
  • Department License — allows you to share the report with up to 5 users
  • Site License — allows the report to be shared amongst all employees in a defined country
  • Corporate License — allows for complete access, globally.
Veronica helps you find the right report:
Testimonials

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

We were impressed with the support that ReportLinker’s research specialists’ team provided. The report we purchased was useful and provided exactly what we want.

Category Manager at
Ikea

ReportLinker gave access to reliable and useful data while avoiding dispersing resources and spending too much time on unnecessary research.

Executive Director at
PwC Advisory

The customer service was fast, responsive, and 100% professional in all my dealings (...) If we have more research needs, I'll certainly prioritize working with ReportLinker!

Scott Griffith

Vice President Marketing at
Maurice Sporting Goods

The research specialist provided prompt, helpful instructions for accessing ReportLinker's product. He also followed up to make sure everything went smoothly and to ensure an easy transition to the next stage of my research

Jessica P Huffman

Research Associate at
American Transportation Research Institute

Excellent customer service. Very responsive and fast.

Director, Corporate Strategy at
Ingredion

I reached out to ReportLinker for a detailed market study on the Air Treatment industry. The quality of the report, the research specialist’s willingness to solve my queries exceeded my expectations. I would definitely recommend ReportLinker for in-depth industry information.

Mariana Mendoza

Global Platform Senior Manager at
Whirlpool Corporation

Thanks! I like what you've provided and will certainly come back if I need to do further research works.

Bee Hin Png

CEO at
LDR Pte Ltd

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

FAQ
  • How we can help
    • I am not sure if the report I am interested in will fulfill my needs. Can you help me?
    • Yes, of course. You can call us at +33(0) 4 37 65 17 03 or drop us an email at researchadvisor@reportlinker.com to let us know more about your requirements.
    • We buy reports often - can ReportLinker get me any benefits?
    • Yes. Set up a call with a Senior Research Advisor to learn more - researchadvisor@reportlinker.com or +33(0) 4 37 65 17 03.
    • I have had negative experiences with market research reports before. How can you avoid this from happening again?
    • We advise all clients to read the TOC and Summary and list your questions so that we can get more insight for you before you make any purchase decision. A research advisor will accompany you so that you can compare samples and reports from different sources, and choose the study that is right for you.

  • Report Delivery
    • How and when I will receive my Report?
    • Most reports are delivered right away in a pdf format, while others are accessed via a secure link and access codes. Do note that sometimes reports are sent within a 12 hour period, depending on the time zones. However, you can contact us to escalate this. Should you need a hard copy, you can check if this option is offered for the particular report, and pay the related fees.
  • Payment conditions
    • What payment methods do you accept?
      1. Credit card : VISA, American Express, Mastercard, or
      2. You can download an invoice to pay by wire transfer, check, or via a Purchase Order from your company, or
      3. You can pay via a Check made out in US Dollars, Euros, or British Pounds for the full amount made payable to ReportLinker
    • What are ReportLinker’s Payment Terms?
    • All payments must normally be submitted within 30 days. However, you can let us know if you need extended time.
    • Are Taxes and duties included?
    • All companies based in France must pay a 20% tax per report. The same applies to all individuals based in the EU. All EU companies must supply their VAT number when purchasing to avoid this charge.
    • I’m not satisfied. Can I be refunded?
    • No. Once your order has been processed and the publisher has received a notification to send you the report, we cannot issue any refund or cancel any order. As these are not ‘traditional’ products that can be returned, reports that are dispatched are considered to be ‘consumed’.
  • User license
    • The license that you should acquire depends on the number of persons that need to access the report. This can range from Single User (only one person will have the right to read or access the report), or Department License (up to 5 persons), to Site License (a group of persons based in the same company location), or Corporate License (the entire company personnel based worldwide). However, as publishers have different terms and conditions, we can look into this for you.
Purchase Reports From Reputable Market Research Publishers
HNW Targeting and Retention Strategies

HNW Targeting and Retention Strategies

  • $ 5250
  • Industry report
  • May 2018
  • by GlobalData

HNW Targeting and Retention StrategiesSummaryGlobal HNW market comprises over 10 million plus individuals, the majority of whom are located in North America (52.3%) - predominately in the US (50.3%), making ...

Wealth in China: HNW Investors 2018

Wealth in China: HNW Investors 2018

  • $ 3450
  • Industry report
  • June 2018
  • by GlobalData

Wealth in China: HNW Investors 2018SummaryChina’s financial services sector is evolving rapidly, providing investors with a multitude of new investment opportunities and channels.While still developing, ...

Wealth in Hong Kong: HNW Investors 2018

Wealth in Hong Kong: HNW Investors 2018

  • $ 3450
  • Industry report
  • July 2018
  • by GlobalData

Wealth in Hong Kong: HNW Investors 2018Summary"Wealth in Hong Kong: HNW Investors 2018", report analyzes the investing preferences and portfolio allocation of HNW investors resident in Hong Kong. The report ...


ref:plp2016

Reportlinker.com © Copyright 2018. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.

Make sure you don’t miss any news and follow us on