Ankündigung • Jul 17
Julius Baer Announces Appointment of Phoenix Ma as Head of Services and Solutions for Intermediaries' Business in Asia Julius Baer announced a new appointment to lead its Intermediary Services and Solutions in Asia. The Swiss bank has appointed Phoenix Ma as head of services and solutions for its intermediaries' business in Asia. Ma will be based in Hong Kong and will oversee client servicing across the region. Ankündigung • Apr 10
Julius Baer Group Ltd Appoints Colin Bell as Non-Executive Director and member of the Governance & Risk Committee and the Development & Innovation Committee, Effective April 9, 2026 Man Group plc announced that Colin Bell, a non-executive director of the Company, has been appointed as a non-executive director and a member of the Governance & Risk Committee and the Development & Innovation Committee of Julius Baer Group Ltd. with effect from April 9, 2026. Ankündigung • Mar 20
Julius Bär Gruppe AG, Annual General Meeting, Apr 09, 2026 Julius Bär Gruppe AG, Annual General Meeting, Apr 09, 2026, at 10:00 W. Europe Standard Time. Ankündigung • Feb 24
Julius Baer Appoints Winfried Daun as Global Head of Brand & Marketing Julius Baer announced that Winfried Daun has joined as Global Head of Brand & Marketing. In this newly created position, he oversees branding, central marketing, content marketing, as well as sponsoring and partnerships, client communities, client communications and digital channels. Winfried Daun is a senior leader with broad expertise in brand and marketing management. He previously worked at UBS, where he served in various strategic and leadership positions for over 19 years and was responsible for brand communication across all channels and global initiatives. In his most recent role, he was Head Group Brand, Creative and Innovation. Prior to that, he was a consultant at BBDO Consulting and PricewaterhouseCoopers Consulting. Winfried Daun holds a PhD in Economics from the University of St. Gallen. Ankündigung • Feb 02
Julius Bär Gruppe AG to Report First Half, 2026 Results on Jul 21, 2026 Julius Bär Gruppe AG announced that they will report first half, 2026 results on Jul 21, 2026 Ankündigung • Jan 15
Julius Bär Gruppe AG Announces Executive Changes Julius Baer Group announced organisational and leadership changes designed to further strengthen the Group’s transformational efforts and strategy execution. The appointed COO Jean Nabaa brings over 20 years of international experience in financial services, with an extensive focus on wealth management. He joins Julius Baer from HSBC, where he was most recently COO for International Wealth and Premier Banking and COO for Global Private Banking. Prior to that, he held COO positions at Standard Chartered Bank and Bank of America Merrill Lynch and began his career at McKinsey & Company in Switzerland. A Swiss national, Jean Nabaa holds an MBA from INSEAD and a Master of Science in Economics from the University of Lausanne.Nic Dreckmann will step down as COO and Deputy CEO of Julius Baer on 13 April 2026 by mutual agreement. He will leave Julius Baer by summer 2026 after an orderly transition, to pursue opportunities outside the Group. A new Group Communications function will also be established and be led by Cindy Leggett-Flynn, who will join Julius Baer in January 2026 and report directly to the CEO. Cindy Leggett-Flynn has a distinguished international career in strategic communications. Most recently, she served as Global Head of Communications at Credit Suisse, where she led the function during the acquisition by UBS. Prior to that, she was Chief Communications Officer at AIG, and spent over 16 years at Brunswick Group, as a Partner and Managing Partner for Greater China. A US national, Cindy Leggett-Flynn holds a Master of Arts in Land Economy from the University of Cambridge, UK. Ankündigung • Oct 23
Julius Baer Announces CEO Changes for Middle East Julius Baer announced the appointment of Regis Burger as its Chief Executive Officer for Middle East in addition to his current role as Head of Middle East & Africa. He replaces Alireza Valizadeh, who will leave Julius Baer with immediate effect to pursue other opportunities outside the bank. Burger has been with Julius Baer for more than 19 years and has held various roles including CEO of Julius Baer (Middle East) and Head of Business Management for Region Emerging Markets. With close to 26 years of experience in the financial services industry, he has been based in several international financial centres including Lausanne, Zurich, Geneva, Singapore, and Dubai. Ankündigung • Mar 19
Julius Bär Gruppe AG, Annual General Meeting, Apr 10, 2025 Julius Bär Gruppe AG, Annual General Meeting, Apr 10, 2025, at 10:00 W. Europe Standard Time. Ankündigung • Feb 03
Julius Bär Gruppe AG to Report First Half, 2025 Results on Jul 22, 2025 Julius Bär Gruppe AG announced that they will report first half, 2025 results on Jul 22, 2025 Ankündigung • Jan 29
Romeo Lacher Do Not Stand for Re-Election as Chairman of the Board of Directors of Julius Baer Group Ltd Romeo Lacher, Chairman of the Board of Directors of Julius Baer Group Ltd. informed the Board of Directors during 2024 of his intention not to stand for re-election at the Annual General Meeting 2025. Following the appointment of Stefan Bollinger as CEO, Julius Baer has the opportunity to advance its strategic development under new leadership also at the level of the Board of Directors. The Board of Directors therefore was able to initiate timely a search process for external candidates for the Chair of the Board. This process will be completed shortly. The proposal for the Chair of the Board Elect is expected to be announced together with the invitation to the Annual General Meeting and the proposals for the elections to the Board of Directors in March 2025. Ankündigung • Jan 08
Banco BTG Pactual S.A. signed an agreement to acquire Julius Baer Brasil Gestão de Patrimônio e Consultoria de Valores Mobiliários Ltda from Julius Bär Gruppe AG (SWX:BAER) for approximately BRL 620 million. Banco BTG Pactual S.A. signed an agreement to acquire Julius Baer Brasil Gestão de Patrimônio e Consultoria de Valores Mobiliários Ltda from Julius Bär Gruppe AG (SWX:BAER) for approximately BRL 620 million on January 7, 2025. Following the divestment, the Julius Bär Gruppe will maintain its service to Brazilian clients through its international operations. This will leave its Brazil international business unaffected. The deal is anticipated to be 30 basis points accretive to Julius Baer’s common equity tier 1 (CET1) capital ratio upon completion. The transaction is subject to customary regulatory approvals and expected to complete in the first quarter of 2025. Ankündigung • Jul 24
Julius Baer Hires Urs Brudermann as Group Head Thailand Julius Baer has recruited Urs Brudermann from Deutsche Bank as group head Thailand, a newly created role. Based in Singapore, Brudermann reports to Shui Wei Ho, market head for Thailand, Japan and Asia Switzerland. Brudermann will oversee the bank’s offshore Thailand coverage and its joint venture with Siam Commercial Bank, SCB Julius Baer. He has over 24 years of wealth management experience, of which half were spent in Singapore in senior roles across Southeast Asian markets. Brudermann was most recently Deutsche Bank’s market head Southeast Asia, where he covered Thailand, Malaysia, and Indonesia. Before joining the German bank in 2021, he had been at Credit Suisse for 11 years in leadership roles, where he managed teams in Singapore and Hong Kong with a focus on Thailand and Malaysia. In the note, the bank said it will continue expanding its operations and offerings to serve the growing market in Thailand. Ho was appointed in her new role this year to focus on growth markets, including Thailand. Ankündigung • Jul 05
BNP Paribas, UBS Reportedly Show Interest in HSBC’s German Wealth Unit HSBC Holdings plc (LSE:HSBA)’s sale of its German wealth-management unit is attracting initial interest from peers including BNP Paribas SA (ENXTPA:BNP) and UBS Group AG (SWX:UBSG), people familiar with the matter said, as the London-listed lender looks to streamline its global footprint. Julius Bär Gruppe AG (SWX:BAER) (Julius Baer Group Ltd.) is also among those studying the business, which could be valued at €300 million to €600 million ($324 million to $648 million) in a deal, the people said. HSBC is keen for a buyer with a global brand and existing operations in Germany for the wealth-management unit, which has about €26 billion in assets, one of the people said. KPMG is helping HSBC on the sale, the person said. Meanwhile, HSBC is working with Bank of America Corporation on the potential divestment of its German fund administration business Inka, one of the largest in the industry with about €400 billion of assets under administration, the people said, asking not to be identified as the information is private. Inka is currently being marketed to potential suitors alongside HSBC’s German custodian business and the duo could fetch several hundred million Euros in a sale, one of the people said. State Street Corp. and Universal Investment are among potential bidders that have been studying the assets, the people said. HSBC is exploring the sale of various businesses in Germany and its corporate-banking and trading activities in the country aren’t affected by the strategy review, Bloomberg News reported in April. Potential disposals would add to HSBC’s long list of exits from business activities and countries in recent years including in North America and its French retail operations, part of the efforts to sharpen its focus on core operations in Asia. Deliberations are ongoing and the potential bidders could still decide against making offers, the people said. A spokesperson for HSBC said the bank’s German wealth management, fund administration and custodian businesses are under review, and no final decisions have been made. Representatives for BNP, Julius Baer, KPMG, UBS, State Street and Universal Investment declined to comment. Ankündigung • Jul 04
Kenny Choy Joins as Team Head at Julius Baer Julius Baer announced Kenny Choy has joined the Swiss pure-play as team head for Greater China markets, after over four years with Deutsche Bank. Former Deutsche Bank team head Kenny Choy has moved to Julius Baer as Greater China team head, according to his LinkedIn update. Based in Hong Kong, Choy joins Julius Baer as executive director and team head for Greater China markets, effective June 2024. He had been with Deutsche Bank for over four years, last as director and team head for China markets. Prior to that, he had been with Standard Chartered for over 17 years, with the last three in private banking as China market team head. Much of his tenure with StanChart had been in Shanghai, in corporate and commercial client coverage. Citywire Asia reached out to Julius Baer for comment on the hire. The Swiss pure-play has been on a hiring spree, recently hiring Bowei Teo from JP Morgan to bolster its Southeast Asia team in Singapore, reporting to Jason Gan, Southeast Asia team head. Gan joined the bank from Credit Suisse last December. It also announced Benjamin Sim as group head Greater China Singapore, effective 1 June, reporting to Yee Kim Tan, market head Greater China Singapore. Earlier this year, the bank hired Malcolm Tay as group head Southeast Asia and Mun Joo Ng as team heads for Southeast Asia. In Hong Kong, Julius Baer named Jack Wu as a group head of Greater China Hong Kong and promoted Josephine Wang to group head of Greater China Hong Kong. Ankündigung • Apr 16
Julius Baer Announces Executive Changes Julius Baer has appointed Benjamin Sim as group head Greater China Singapore, effective 1 June, 2024. Based in Singapore, Sim will report to Yee Kim Tan, market head Greater China Singapore. Sim joined the bank in 2016 and is currently deputy branch manager and chief operating officer Singapore, overseeing COO services across the Singapore platform and supporting branch-related matters. Before relocating to Singapore in 2020, he held the role of COO Hong Kong. He continues his current responsibilities as deputy branch manager Singapore. Andreas Zingg, COO Asia, will take on the responsibilities as COO Singapore, in addition to his existing role. This comes after the bank’s Greater China deputy market group head Vincent Ming departed last November. Ming was at the Swiss pure-play for more than two years as a managing director based in Singapore. He has since joined wealth firm Azura Partners as its Singapore CEO. Ankündigung • Mar 06
Julius Baer Appoints Malcolm Tay as Group Head of South-East Asia Julius Baer appointed Malcolm Tay as group head of South-east Asia, a newly created role based in Singapore, it said on Monday. He joins the bank from Credit Suisse, where he was most recently deputy market group head and market leader for Indonesia. Before Credit Suisse, Tay spent 18 years at Deutsche Bank Wealth Management and was its group head of South-east Asia. He also held stints at Merrill Lynch and was co-head of Citi Private Bank's Indonesia onshore private bank for a decade. Ankündigung • Feb 03
Julius Baer Group Ltd. Announces Board Changes Julius Baer Group Ltd. announced that David Nicol, member of the Board and Chairman of its Governance and Risk Committee, will not stand for re-election at the upcoming 2024 AGM. The Board has appointed Richard M. Campbell-Breeden, non-executive Board member since 2018, as Vice-Chair. Ankündigung • Nov 17
Julius Baer Appoints Christos Anagnostopoulos as Head for Family Office Services Advisory in Singapore Julius Baer appointed Christos Anagnostopoulos as head for family office services advisory in Singapore. He has more than 12 years of experience in the industry and was most recently head of family office advisory Singapore at Credit Suisse. Ankündigung • Oct 11
Julius Baer Appoints Rahul Malhotra to the Newly Restructured Executive Board Julius Baer appointed Rahul Malhotra to the newly restructured executive board. He is set to assume this role at the start of 2024. Currently, Malhotra holds responsibility for Julius Baer's global India franchise, covering both onshore and non-resident Indians, in addition to overseeing operations in Japan and serving Asian clients from Switzerland and Japan. He joined Julius Baer in 2021, having previously served as the head of Southeast Asia for the regional private banking business at JP Morgan. His professional background also includes roles at Merrill Lynch and Citigroup. In his expanded role as a member of the executive board, Malhotra will take on the additional responsibility of overseeing the Emerging Markets region. In addition to his existing duties related to the Global India franchise, his remit will now encompass the Middle East, Africa, Central and Eastern Europe, Israel, Greece, and Turkey. His primary base of operations will be in Dubai, recognising the country's pivotal role as a financial hub for these dynamic growth markets. Ankündigung • Oct 10
Julius Baer Announces Management Changes Julius Baer has hired Sonia Gössi as head of Switzerland and Europe in the latest of a series of senior changes for the bank that include the splitting-up of its EMEA division. Gössi – previously head of wealth management Europe international north at UBS – is set to join the firm on 1 January 2024. Her appointment follows the decision of Yves Robert-Charrue, head of Switzerland and EMEA, to leave the group at the beginning of 2024. The firm has split EMEA into European and emerging markets segments as a result. Head of Americas, Beatriz Sanchez, is also stepping down from the executive board. She will now assume a strategic role of chair of Americas. Julius Baer has also brought in Thomas Frauenlob as head of intermediaries and family offices. He will join on 1 April 2024 from UBS, where he is currently the head of global financial intermediaries business after formerly being in charge of their Swiss global family office and ultra-high-net-worth franchise. Frauenlob is taking over the role from Nic Dreckmann, who is focusing on his role as chief operating officer and becomes deputy CEO of the bank. Other senior changes included promotions for Carlos Recoder Miralles – currently head Western, Northern Europe & Luxembourg – and Rahul Malhotra, who is in charge of Julius Baer’s global India franchise (onshore and non-resident), as well as Japan and Asia clients. The former will now be in charge of Americas and Iberia. He joined Julius Baer in 2016 from Credit Suisse. Meanwhile, Malhotra will serve as head of emerging markets, which includes Africa, the Middle East, Central and Eastern Europe, Israel, Greece, Turkey and India. He joined the firm from JP Morgan in 2021 and will be based primarily in Dubai, representing the financial hub’s central role for this business segment. Julius Baer has also created a new client strategy and experience division led by Sandra Niethen, which will set global standards in client service and provide support, segment management, marketing, and front-risk management for all regions. The regional leadership is now the following: •Sonia Gössi, Switzerland and Europe •Carlos Recoder Miralles, Americas and Iberia •Rahul Malhotra, emerging markets •Jimmy Lee, Asia •Thomas Frauenlob, intermediaries and family offices •Sandra Niethen, client strategy and experience. Ankündigung • Sep 12
Julius Baer Appoints Ricccardo Corzani as Head of A New Group and New Market Head for Italy Julius Baer appointed Ricccardo Corzani as head of a new group and new market head for Italy. Corzani will report to Ettore Bonsignore, sub region head Italy and Ticino. He joined Julius Baer from Credit Suisse, where he spent seven years. Since 2019, he covered the role of head of Italy International & Monaco in the international wealth division. Prior to that, he spent nine years at UBS covering the Turkish and Italian markets in Zurich and Lugano. In addition, Corzani joined with two teams reporting to him, one in Lugano and one in Zurich. Matteo Chiappara started as head of the Lugano team and Nicola Ballabio as head of the Zurich-based team. Furthermore, several relationship managers will join each team. Also, Julius Baer is going to build a new team of managers in Geneva for local entrepreneurs and executives to deliver a specific product suited to these clients' needs. Adrien Genecand will lead the group when he starts working at Julius Baer on 1 September 2023. On October 1, 2023, senior relationship manager Xavier Rival will be joining the team at Julius Baer, along with relationship managers Oceane Levamis and Alexis de Haynin. Ankündigung • May 23
Julius Bär Gruppe AG to Report 10 Months 2023 Results on Nov 20, 2023 Julius Bär Gruppe AG announced that they will report 10 months, 2023 results on Nov 20, 2023 
