Home / Business and Economy / Julius Baer Assets Hit SFr520bn Amid Growth Surge
Julius Baer Assets Hit SFr520bn Amid Growth Surge
25 Nov
Summary
- Assets under management reached SFr520bn by October 2025.
- Net new money inflows were SFr11.7bn, driven by Asia and Middle East.
- Leadership changes and new offices signal domestic and international focus.
Julius Baer has announced assets under management (AUM) reaching SFr520bn for the ten months leading up to October 2025. This significant figure is bolstered by net new money inflows totaling SFr11.7bn since the year began, with substantial contributions originating from clients in Asia, Western Europe, and the Middle East, particularly the UAE. AUM has seen an 8% increase since June and a 4% rise year-to-date, partly due to the divestment of its Brazilian unit.
In a move to reinforce its position in Switzerland, the wealth manager has announced leadership transitions, with Marc Blunier and Alain Krüger set to co-lead from January 2026. Simultaneously, Julius Baer is expanding its international presence, having secured regulatory approval for a new office in Abu Dhabi Global Market and planning another in Lisbon, Portugal, by late 2025.
The bank has also completed a review of its risk exposure, confirming the stability of its Lombard loans and residential mortgage portfolios. While certain real estate loans will be gradually reduced, CEO Stefan Bollinger emphasized that the group is now fully aligned with its core wealth management strategy and revised risk appetite, despite anticipating a lower full-year net profit compared to the previous year.
