JULIUS BÄR GRUPPE AG |
Markt geschlossen -
Andere Börsenplätze
|
% 5 Tage | % 1. Jan. | ||
| 53.54 CHF | -1.00% |
|
+1.94% | +13.55% |
| 07:06 | Europäisches Hedgefonds-Vermögen schrumpft auf 8-Jahres-Tief, sagt Kepler | RE |
| 03.05. | Julius Bär schließt Verkauf von Kairos Partners an Anima ab | MT |
Kurzporträt
Mitarbeiterzahl: 7 425
Umsatz nach Geschäftsbereich
| CHF in Millionen | 2022 | Gewichtung | 2023 | Gewichtung | Delta |
|---|---|---|---|---|---|
Wealth Management
100,0
%
| 3 853 | 100,0 % | 3 240 | 100,0 % | -15.93% |
Umsatz je Region
| CHF in Millionen | 2022 | Gewichtung | 2023 | Gewichtung | Delta |
|---|---|---|---|---|---|
Switzerland
48,9
%
| 2 177 | 56,5 % | 1 583 | 48,9 % | -27.29% |
Asia and Other Countries
30,1
%
| 1 027 | 26,7 % | 976 | 30,1 % | -4.97% |
Europe (excluding Switzerland)
24,7
%
| 809 | 21,0 % | 800 | 24,7 % | -1.11% |
Consolidation Items
-5,6
%
| -231 | -6,0 % | -182 | -5,6 % | -21.21% |
Americas
1,9
%
| 71 | 1,8 % | 63 | 1,9 % | -11.27% |
Manager
| Manager | Titel | Alter | Seit |
|---|---|---|---|
Nic Dreckmann
CEO | Chief Executive Officer | 50 | 01.01.17 |
Evie Kostakis
DFI | Director of Finance/CFO | 48 | 01.01.20 |
Yves Bonzon
CIO | Chief Investment Officer | 59 | 01.01.20 |
| Investor Relations Contact | - | 01.04.08 | |
Antje Hembd
PRN | Corporate Officer/Principal | - | 01.01.16 |
Yvonne Suter
PRN | Corporate Officer/Principal | - | - |
Rajesh Manwani
PRN | Corporate Officer/Principal | - | - |
Derek Beatty
PRN | Corporate Officer/Principal | - | - |
Luigi Vignola
PRN | Corporate Officer/Principal | 54 | - |
David Shick
PRN | Corporate Officer/Principal | - | - |
Aufsichtsräte
| Aufsichtsräte | Titel | Alter | Seit |
|---|---|---|---|
| Director/Board Member | 62 | 01.01.18 | |
Romeo Lacher
CHM | Chairman | 64 | 10.04.19 |
| Director/Board Member | 64 | 12.04.22 | |
| Director/Board Member | 61 | 13.04.23 | |
Kathryn Shih
BRD | Director/Board Member | 66 | 01.09.20 |
| Director/Board Member | 63 | 10.04.19 | |
| Director/Board Member | 57 | 10.04.19 |
Anteilsklasse
| Vote | Menge | Streubesitz | Konzerneigene Aktien | Total Float | |
|---|---|---|---|---|---|
| Aktie A | 1 | 206 001 780 | 203 828 644 ( 98,95 %) | 1 186 177 ( 0,5758 %) | 98,95 % |
Unternehmensbesitz
| Name | Aktien | % | Bewertung |
|---|---|---|---|
| 852 845 825 | 21,46% | 1 100 648 708 $ | |
JULIUS BÄR GRUPPE AG 4,50% | 9 271 254 | 4,50% | 501 495 850 $ |
| 1 002 845 825 | 28,54% | 231 637 329 $ | |
DOHOME 0,37% | 12 061 109 | 0,37% | 3 514 848 $ |
Unternehmenskontakt
Konzerngesellschaften
| Name | Kategorie und Branche |
|---|---|
Bank Julius Bär & Co. AG
 Bank Julius Bär & Co. AG Investment ManagersFinance Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices. |
Investment Managers
|
Kairos Investment Management SpA
 Kairos Investment Management SpA Investment ManagersFinance Kairos Investment Management SpA operates as a holding company which manages and coordinates the business activities of its subsidiaries. It holds interest in companies engaging in the asset management sector. The company was founded by Paolo Basilico in 1999 and is headquartered in Milan, Italy. |
Investment Managers
|
Kairos Partners SGR SpA
 Kairos Partners SGR SpA Investment ManagersFinance Kairos Partners SGR SpA (Kairos) is an investment management firm headquartered in Milan, Italy. The firm was founded by Brera Guido Maria and Paolo Basilico in 1999. In 2024, Italy-based Anima Holding SpA (BIT: ANIM) acquired Kairos Partners SGR SpA from Kairos Investment Management SpA, a subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Kairos offers a selected range of investment services and solutions for private customers, professional operators and institutional investors. |
Investment Managers
|
Sanam Investment Co. Ltd.
| |
Bank Julius Bär Deutschland AG
 Bank Julius Bär Deutschland AG Investment ManagersFinance Bank Julius Bär Deutschland AG (Julius Bär Germany) is the German wealth management subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Founded in 1989, Julius Bär Germany is headquartered in Frankfurt and provides personal wealth management advice to private clients. |
Investment Managers
|
Julius Baer International Ltd.
 Julius Baer International Ltd. Investment ManagersFinance Julius Baer International Ltd. (JBI) is the Great Britain-based wealth management subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. The firm was founded in 1968 and is headquartered in London. JBI provides advisory services related to asset management and financial planning for private clients. |
Investment Managers
|
Bank Julius Baer Europe SA
 Bank Julius Baer Europe SA Investment ManagersFinance Part of Julius Bär Gruppe AG, Bank Julius Baer Europe SA provides investment advice. The private company is based in Luxembourg, Luxembourg. The Luxembourger company was founded in 1969. Falk Fischer has been the CEO of the company since 2000. Bank Julius Baer Europe was acquired by Julius Bär Gruppe AG from Commerzbank AG on July 04, 2016 for $85.18 million. |
Investment Managers
|
Bank Julius Baer & Co. Ltd. (Singapore)
 Bank Julius Baer & Co. Ltd. (Singapore) Investment ManagersFinance Bank Julius Baer & Co. Ltd. (Singapore) (Julius Baer-SG) is the Singapore-based private banking division of Bank Julius Baer & Co. AG, ultimately owned by Julius Bear Gruppe (SWX: BAER; OTCMKTS: JBAXY), a banking corporation headquartered in Switzerland. Founded in 2006, Julius Baer-SG acts as the bank's regional hub in South East Asia and is the main booking center for the Group outside Switzerland. They also provide investment advice to private clients around the world. |
Investment Managers
|
Julius Baer (Middle East) Ltd.
 Julius Baer (Middle East) Ltd. Regional BanksFinance Part of Julius Bär Gruppe AG, Julius Baer (Middle East) Ltd. provides commercial banking services. The private company is based in Dubai, United Arab Emirates. |
Regional Banks
|
Umsatz je Region
Verlauf des Gewinns je Aktie
Quartalsumsätze - Abweichungsrate
| % 1. Jan. | Kap. | |
|---|---|---|
| +13.55% | 12.21 Mrd. | |
| +20.63% | 4.9 Mrd. | |
| +9.26% | 3.97 Mrd. | |
| +3.33% | 1.33 Mrd. | |
| -1.54% | 186 Mio. | |
| +0.99% | 147 Mio. | |
| -14.34% | 102 Mio. |
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