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Super League In-Depth Analysis: Julius Baer 2016

Super League In-Depth Analysis: Julius Baer 2016

Summary

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 particular demographic segment beyond HNW; rather, the company’s customer targeting strategy aims to create a global footprint. Julius Baer carries out its global expansion by pursuing a merger and acquisition (M&A) strategy: it has entered markets around the world as part of its plan to continuously invest in existing businesses and adapt to shifts in the investment behavior of clients.

Key Findings

  • Julius Baer continues to expand its presence in its home market Switzerland.
  • Although Europe remains the company’s largest market, nearly a quarter of the company’s assets under management (AUM) currently stem from clients in Asia Pacific. 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, Asia Pacific, emerging markets, Latin America, and Switzerland.
  • Julius Baer plans to reduce executive board compensation by 10% 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 growing 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, including a wealth management page for the company’s Asia Pacific division.
Synopsis

Verdict Financial’s “Super League In-Depth Analysis: Julius Baer 2016” is a comprehensive analysis of Julius Baer’s wealth management operations. It offers insight into the company’s strategy, financial results, and marketing activities. It also covers recent M&A 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 M&A activity.
  • Analysis of the firm’s financial performance, including comparison with other global wealth managers.
  • Examination of key target client groups.
  • Analysis of Julius Baer’s service and product proposition and how it is unique compared to those of its competitors.
  • Review of Julius Baer’s marketing and social media activities.
Reasons To Buy
  • Examine the financial performance and key ratios for Julius Baer and benchmark this competitor against other global wealth managers.
  • Explore Julius Baer’s recent M&A 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.


1. Executive Summary
2. Strategy
3. Financial Performance
4. Customers & Products
5. Marketing & Advertising
6. Appendix

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