Super League In-Depth Analysis: Julius Baer 2016

Super League In-Depth Analysis: Julius Baer 2016

Code: VF-VF0013CA | Published: Aug-2016 | Pages: 32 | Verdict Financial
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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 companys customer targeting strategy aims to create a global footprint. Julius Baer carries out its global expansion by pursuing a merger and acquisition (MandA) 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 companys largest market, nearly a quarter of the companys 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 companys Asia Pacific division.

Verdict Financials "Super League In-Depth Analysis: Julius Baer 2016" is a comprehensive analysis of Julius Baers wealth management operations. It offers insight into the companys strategy, financial results, and marketing activities. It also covers recent MandA activity, customer targeting, and product innovation. Insight into Julius Baers growth strategy.

- Overview of the firms organizational structure.

- Clear presentation of its geographical coverage and expansion strategy, including MandA activity.

- Analysis of the firms financial performance, including comparison with other global wealth managers.

- Examination of key target client groups.

- Analysis of Julius Baers service and product proposition and how it is unique compared to those of its competitors.

- Review of Julius Baers 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 Baers recent MandA and growth strategies and their impact on its AUM growth and financial performance.

- Understand Julius Baers client targeting strategies and examine whether these have been successful.

- Learn more about Julius Baers marketing strategy, social media presence, and digital innovations.

Table of Contents

1. Executive Summary
2. Strategy
3. Financial Performance
4. Customers and Products
5. Marketing and Advertising
6. Appendix
Commerzbank International S.A. Luxembourg (CISAL)
FIA Formula E
Fransad Gestion SA
GPS Investimentos
Jupai Holdings Ltd
Julius Baer
Julius Baer Gold Cup
Kairos Investment Management
Merrill Lynch
Merrill Lynch International Wealth Management
NSC Asesores
TFM Asset Management
Warmond Trustees and Executors

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