BANK JULIUS BAER (MONACO) SAM
The Julius Baer Group is the leading Swiss private banking group, focusing on the demands of sophisticated private clients, family offices and independent asset managers from around the world.
The Group is completely independent in each and every aspect of its business – from the focused business model and sound financials to the dedicated investment management, open product platform and expert research.
Hence, it is the trusted partner of choice and a leading premium brand in global wealth management, offering best-in-class investment solutions and advice. Julius Baer is currently integrating Merrill Lynch’s International Wealth Management business outside the US. This will increase the Group’s presence to more than 25 countries and 50 locations.
Headquartered in Zurich, it has offices from Dubai, Frankfurt, Geneva, Hong Kong, London, Lugano, Madrid, Monaco, Montevideo, Moscow, Shanghai to Singapore. Bank Julius Baer is the principal operating company of the Julius Baer Group, with origins dating back to 1890. The rich Swiss heritage becomes manifest in the values for which the Bank stands, e.g. trustworthiness, accountability and expertise.
However, at the same time Julius Baer is a modern, forward-looking company at the leading edge of a genuine growth industry. The shares of the Julius Baer Group are listed on the SIX Swiss Exchange and form part of the Swiss Market Index (SMI) of the 20 largest and most liquid Swiss stocks. With a BIS tier 1 capital ratio of 22.9 percent (under Basel 2.5) at the end of June 2013 the Group has a very sound financial foundation, well exceeding the minimum requirements.
Bank Julius Baer & Co. Ltd. enjoys an A1 rating from Moody's. At the end of June 2013, the Group's total client assets amounted to CHF 304 billion, with assets under management accounting for CHF 218 billion.
- The ABC of Formula E
- Julius Baer strengthens leadership in Monaco
- Julius Baer shifts focus from Monaco to Manchester as it looks to court UK’s super-rich
- Julius Baer reports 6% rise in assets under management
- Julius Baer extends partnership with Formula E as global partner
- Bank Julius Baer relies on the latest mobile banking from CREALOGIX
- Why Julius Baer is Growing Where Others Falter
- Stefano M.A. Spurio becomes Head Intermediaries Western Switzerland, Monaco and Middle East
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Decision makers & Key employees
Alain UCARI Administrateur Délégué / Chairman at BANK JULIUS BAER (MONACO) SAM
Albert Henriques CEO at BANK JULIUS BAER (MONACO) SAM
Bruno DUMITRESCU Vice-Chairman at BANK JULIUS BAER (MONACO) SAM
Daniel ROUSTAN Directeur General at BANK JULIUS BAER (MONACO) SAM
Jean-Claude MOLINA Directeur Général Adjoint at BANK JULIUS BAER (MONACO) SAM
Rémy BERSIER Board Member of BJBM at BANK JULIUS BAER (MONACO) SAM
Stefano Spurio Head Intermediaries Western Switzerland, Monaco and Middle East at BANK JULIUS BAER (MONACO) SAM
Banks in Monaco
|BANK JULIUS BAER (MONACO) SAM 13 Avenue de Grande Bretagne, Monte-Carlo, 98000 Monaco||96S03173|
|BANQUE DE GESTION EDMOND DE ROTHSCHILD (MONACO) 2 Avenue de Monte-Carlo, Monte-Carlo, 98006 Monaco||92S02760|
|BANQUE EUROPEENNE DU CREDIT MUTUEL MONACO - BECMM 8 Rue Grimaldi, Monte-Carlo, 98000 Monaco||6630Z|
|BANQUE POPULAIRE MÉDITERRANÉE 3-9, Boulevard des Moulins, Monte-Carlo, 98000 Monaco||00S03751|
|BARCLAYS BANK 31 Avenue de la Costa, Monte-Carlo, 98000 Monaco||68S01191|
|BNP PARIBAS 1 Boulevard des Moulins, Monte-Carlo, 98000 Monaco||6419Z|
|CAISSE REGIONALE DE CREDIT AGRICOLE PCA 23 Boulevard Princesse Charlotte, Monte-Carlo, 98000 Monaco||89S02490|
|CFM Indosuez Wealth Management 11 Boulevard Albert 1er, Monte-Carlo, 98000 Monaco||56S00341|
|CIC LYONNAISE DE BANQUE 26 Boulevard Princesse Charlotte, Monte-Carlo, 98000 Monaco||03S04140|
|COMPAGNIE MONÉGASQUE DE GESTION 13 Boulevard Princesse Charlotte, Victoria Palace, Monte-Carlo, 98000 Monaco||88S02439|
|COMPAGNIE MONEGASQUE DE BANQUE (CMB) 23 Avenue de la Costa, Monte-Carlo, 98000 Monaco||76S15570|
|CREDIT DU NORD 27 Avenue de la Costa, Monte-Carlo, 98001 Monaco||66S01153|
|CREDIT SUISSE (MONACO) 27 Avenue de la Costa, Monte-Carlo, 98003 Monaco||98S03517|
|EFG BANK (MONACO) 15 Avenue d'Ostende, Monte-Carlo, 98001 Monaco||90S02647|
|HSBC PRIVATE BANK (MONACO) SA 17 Avenue d'Ostende, Monte-Carlo, 98000 Monaco||97S03269|
|LA BANQUE POSTALE MONACO 1 Avenue Henry Dunant, Monte-Carlo, 98004 Monaco||6419Z|
|LCL MONACO 1 Avenue des Citronniers, Monte-Carlo, 98007 Monaco||56S00098|
|MARTIN MAUREL SELLA - Banque Privée Monaco 3 Boulevard Princesse Charlotte, Monte-Carlo, 98003 Monaco||00S03802|
|SOCIETE GENERALE 16 Avenue de la Costa, Monte-Carlo, 98000 Monaco||62S01045|
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