In order to trade Julius Baer shares efficiently, you must first of all have a good knowledge of this stock and this company. In this article, we propose you to discover more in details this data with a complete presentation of this company and its activities and sources of income, but also a presentation of its main competitors on the market, its recent partnerships or some explanations concerning its fundamental analysis and the elements to be taken into account.
Firstly, we will have to keep a close eye on the possibilities of expanding Julius Baer's international activities, especially in specific markets such as North America, where the Group is still not very well represented at present. The same applies to other geographical areas and markets, such as the Asian markets with China and India, which represent real opportunities.
It will also be important to keep an eye on the growth of certain group activities such as asset management, which could also represent an important growth lever for the banking group.
As the Julius Baer Group's business is strongly linked to the European economy, it will of course be important to keep a close eye on the various data and figures published about its prospects.
It is also important to keep an eye on possible changes in regulations or government policies in Switzerland that may affect the activities of this group in the longer or shorter term.
Of course, you also have to follow the evolution of the group's results from one year to the next with some important figures such as the operating result and the return on its share.
Let's now try to learn a little more about the Julius Baer Group and its activities as well as its main sources of income with a detailed presentation of this company.
The Julius Baer Group, also known as Julius Bär, is a Swiss company that operates in the banking sector. Specifically, Julius Baer Gruppe AG is currently the country's leading private bank.
The Group currently manages CHF 72.9 billion in deposits and CHF 48.4 billion in loans.
Julius Bär is therefore the largest Swiss securities management bank. It is based in Zurich and was founded in the 1890s by a banker of the same name.
It is also interesting to know the geographical distribution of the Julius Baer Group's revenues. The Group generates 54.2% of its turnover in Switzerland, 20.7% in the rest of Europe, 3.3% in America and 21.8% in the rest of the world.
If it is important to know Julius Baer and its activities well, it is also important to know the companies that compete directly with these activities. We will now give you a quick overview of the company's main rivals.
This Swiss banking group also specialises in private banking and asset management. Headquartered in Zurich, the parent company's group of private banking companies currently operates from around 40 locations worldwide. The company employs over 3,000 people.
This other institution also known as St James Place Wealth management is a British multinational wealth management company based in Cirencester, UK. The company is listed on the London Stock Exchange and is part of the FTSE 100 stock index.
This independent Swiss banking group was founded in 1796 and is based in Geneva. The group organizes its activities around three divisions, including private banking with wealth management, asset management with investment fund management, and back- and middle-office services for other financial institutions including banking IT services.
This international group specialises in asset management and is British. It currently employs 5,976 people worldwide and operates 32 offices in 26 countries across Europe, the Americas, Asia and the Middle East. It is headquartered in London and is listed on the London Stock Exchange. It is also a constituent of the FTSE 100 index.
Finally, this Swiss private banking and investment management group is also based in Zurich. It was founded in 1924 and now has over 440 employees in 18 locations worldwide. Vontobel's core businesses are wealth management, investment banking and asset management. It serves both high net worth individuals and institutional investors. The Group is one of the largest Swiss banks and has approximately USD 134.6 billion in client assets.
Let's take a closer look at the Julius Baer Group's strategic allies with some examples of recent partnerships the company has been able to establish:
In 2018, Nomura acquired a minority stake in Julius Baer's Japanese subsidiary as part of a partnership between Nomura's high net worth business and Julius' wealth management services. As a result, Normua, Japan's leading brokerage and investment bank, acquired a 40% stake in Julius Baer's Japanese subsidiary and the newly created entity was renamed Julius Baer Nomura Wealth Management.
More recently i.e. in 2019, it is with SEBA Crypto that Julius Baer has set up a strategic partnership. Indeed, through this association, the Swiss group plans to expand its range of services by now offering its clients storage, transaction and investment solutions for the digital assets or crypto-currency market. This project comes in combination with an equity investment in SEBA Crypto AG and the collaboration will thus enable the group to add this new range of digital asset services to its portfolio.
Today, the Julius Baer Group has several large branches located in various countries around the world, enabling it to target a broad client base. The Swiss banking group has had branches in London since 1968, in Frankfurt since 1989 and more recently in Geneva, Milan, Dubai, Moscow, Grand Cayman, New York since 1940, Singapore, Hong Kong and Monaco.
At present, Julius Baer's capital is divided among several major shareholders, including Davis Selected Advisers with 8.83% of the shares, Harris Associates with 4.95%, Massachusetts Financial Services with 3.73%, Wellington Management with 3.46%, Thornburg Investment Management with 3.40%, GIC Pte Ltd Investment Management with 3.09%, The Vanguard Group with 2.68%, Fidelity Management & Research with 2.68%, Julius Baer Gruppe with 2.61% and BlackRock Investment Management with 1.99
To buy Julius Baer shares, you can use an investment product such as a PEA or a securities account. You can also choose to trade directly on the price of this stock, either up or down, using CFDs or contracts for difference, which are offered by online brokers and give you access to the stock market with many Swiss stocks.
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