Julius Baer Group Ltd. American Depositary Receipt (JGE1)
XFRA 
Summary
JGE1 Chart
Julius Baer brings in $3.8 bln in net new money, missing forecasts
Swiss bank Julius Baer BAER.S on Friday reported net new money inflows of 3 billion Swiss francs ($3.8 billion) for the first four months of 2026, missing analyst expectations of 5.7 billion francs.
Julius Bär Gruppe AG (JBAXY) Q4 2025 Earnings Call Transcript
Julius Bär Gruppe AG (JBAXY) Q4 2025 Earnings Call Transcript
Julius Bär Gruppe AG (JBAXY) H1 2025 Earnings Conference Call Transcript
Julius Bär Gruppe AG (OTCPK:JBAXY) H1 2025 Earnings Conference Call July 22, 2025 2:30 AM ET Company Participants Stefan Bollinger - CEO & Member of Executive Board Conference Call Participants Oliver Hirt - Unidentified Company Operator Ladies and gentlemen, welcome to the Julius Bär 2025 Half Year Results Presentation for Media. I am Sandra, the Chorus Call operator.
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Julius Baer Group Ltd. American Depositary Receipt Profile
| Capital Markets Industry | Financials Sector | Stefan Bollinger CEO | XFRA Exchange | US48137C1080 ISIN |
| CH Country | 7,595 Employees | 14 Apr 2026 Last Dividend | - Last Split | - IPO Date |
Overview
Julius Bär Gruppe AG is a premier global wealth management firm based in Zurich, Switzerland, with a rich history dating back to 1890. With its comprehensive range of wealth management solutions, the company caters to a diverse clientele across Switzerland, Europe, the Americas, Asia, and other international markets. Julius Bär Gruppe AG is renowned for its expertise in crafting personalized financial strategies to meet the unique needs of its clients, offering a blend of traditional values and modern financial innovation.
Products and Services
The company's offerings include a wide array of financial services and solutions:
- Investment Advisory and Discretionary Mandates: Clients receive customized investment advice and the option to delegate investment decision-making to experienced advisors.
- Structured Products: Tailored financial instruments designed to meet specific investment goals and risk tolerance, providing an alternative to direct investments.
- Securities Execution and Advisory: Expert consulting on securities trading along with reliable execution services for a broad range of financial instruments.
- Private Markets and Fund Offering: Exclusive access to private equity, real estate, and other private market investments, along with a selection of proprietary and third-party funds.
- Wealth Planning: Comprehensive financial planning services that address wealth preservation, tax optimization, and estate planning needs.
- Family Office Services: Dedicated services for high-net-worth individuals and families, covering all aspects of wealth management, investment, and administrative affairs.
- Asset Servicing: A suite of services designed to assist clients in managing their investment portfolios, including custody and reporting services.
- Lombard Lending Solutions: Flexible lending solutions against the security of a portfolio, offering liquidity without the need to liquidate investments.
- Open Product Platform Solutions: An unbiased, open-architecture platform that provides access to a wide range of third-party financial products alongside Julius Bär's offerings.
