Julius Baer Reports Record Assets and Strategic Refocus

Julius Baer Group Ltd. has released its Interim Management Statement for the first ten months of 2025. The group achieved record assets under management (AuM) of CHF 520 billion, driven by solid net new money inflows despite ongoing de-risking efforts. The balance sheet remains highly liquid, with a CET1 capital ratio increasing to 16.3%, well above regulatory minimums.

The group also completed a credit review, leading to a decision to manage down certain loan book positions totaling CHF 0.7 billion, primarily in the residential and commercial real estate sectors. Additional loan loss allowances of CHF 149 million will be recognized in November. New strategic measures continue to be implemented, including leadership changes and expansions in global markets like Lisbon and Abu Dhabi.

CEO Stefan Bollinger emphasized the group's strengthened risk management framework and core focus on wealth management. Victoria McLean is set to join as the Chief Compliance Officer in 2026, supporting the organization's risk strategy.