BAER Julius Baer Gruppe AG

Julius Baer to enter Italian onshore market

Julius Baer Group Ltd. / Key word(s): Expansion
Julius Baer to enter Italian onshore market

18.03.2025 / 07:00 CET/CEST


Julius Baer is expanding its presence in Europe by setting up a dedicated branch in Italy. Roberto Coletta has been appointed as head of the new branch, which is expected to open in the first half of 2025.

Zurich, 18 March 2025 – Julius Baer has received the necessary regulatory approvals to enter the Italian onshore market and opening a dedicated branch in Milan, Italy. The new branch is expected to open in the first half of 2025 and will serve Italian ultra-high and high net worth clients, as well as family offices, with a dedicated local team.

The new branch is part of Bank Julius Baer Europe S.A. in Luxembourg (Julius Baer Europe). Julius Baer Europe has already successfully established presences in Dublin, Madrid, and Barcelona.

Roberto Coletta has been appointed as head of the new Italian branch. He joined Julius Baer in September 2024 from Deutsche Bank, where, since 2022, he was Head of Private Bank Italy and Board Member of Deutsche Bank Italy. Before joining Deutsche Bank in 2019, he spent six years at Credit Suisse, where his last position was Head of UHNWI Market Area Italy. Roberto Coletta will be based in Milan and report to Falk Fischer, CEO Bank Julius Baer Europe S.A.

Sonia Goessi, Head Switzerland & Europe, commented: “We are excited to enter the Italian onshore market with an own local presence. This move reinforces our commitment to serving Italian clients and strengthens our position as a leading wealth manager in Europe. Roberto Coletta’s long-standing track record and experience will be instrumental for the set-up and the successful start of the new branch. We look very much forward to enter this promising market with an own local presence and continue to build on the successes of our other European branches.”

Contacts

Media Relations, tel. +41 (0) 58 888 8888

Investor Relations, tel. +41 (0) 58 888 5256

About Julius Baer

Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advising sophisticated private clients. In all we do, we are inspired by our purpose: creating value beyond wealth. At the end of 2024, assets under management amounted to CHF 497 billion. Bank Julius Baer & Co. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Leader Index (SLI), comprising the 30 largest and most liquid Swiss stocks.

Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.

For more information visit our website at



End of Media Release


Language: English
Company: Julius Baer Group Ltd.
Bahnhofstrasse 36
8010 Zurich
Switzerland
Phone: 1
E-mail:
Internet:
ISIN: CH0102484968
Listed: SIX Swiss Exchange
EQS News ID: 2101994

 
End of News EQS News Service

2101994  18.03.2025 CET/CEST

EN
18/03/2025

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Julius Baer Gruppe AG

 PRESS RELEASE

Julius Baer entra nel mercato italiano onshore

Julius Baer Group Ltd. / Parola (s): Espansione/Altro Parola chiave Julius Baer entra nel mercato italiano onshore 18.03.2025 / 07:00 CET/CEST Julius Baer espande la sua presenza in Europa con l’apertura di una nuova sede in Italia. Roberto Coletta è stato nominato responsabile della nuova succursale, la cui apertura è prevista entro la prima metà del 2025. Zurigo, 18 marzo 2025 – Julius Baer entra nel mercato italiano onshore e aprirà una succursale dedicata a Milano, avendo ricevuto le necessarie approvazioni normative. L’apertura della nuova sede è prevista entro la prim...

 PRESS RELEASE

Julius Baer to enter Italian onshore market

Julius Baer Group Ltd. / Key word(s): Expansion Julius Baer to enter Italian onshore market 18.03.2025 / 07:00 CET/CEST Julius Baer is expanding its presence in Europe by setting up a dedicated branch in Italy. Roberto Coletta has been appointed as head of the new branch, which is expected to open in the first half of 2025. Zurich, 18 March 2025 – Julius Baer has received the necessary regulatory approvals to enter the Italian onshore market and opening a dedicated branch in Milan, Italy. The new branch is expected to open in the first half of 2025 and will serve Italian ul...

 PRESS RELEASE

Invitation to the Annual General Meeting published

Julius Baer Group Ltd. / Key word(s): AGMEGM Invitation to the Annual General Meeting published 17.03.2025 / 17:45 CET/CEST Zurich, 17 March 2025 – Julius Baer Group Ltd. today published the invitation to the Annual General Meeting (AGM) which will take place on Thursday, 10 April 2025. The documents are available online at. Contacts Media Relations, tel. +41 (0) 58 888 8888 Investor Relations, tel. +41 (0) 58 888 5256 About Julius Baer Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advisin...

 PRESS RELEASE

Einladung zur Generalversammlung publiziert

Julius Baer Group Ltd. / Schlagwort(e): Generalversammlung Einladung zur Generalversammlung publiziert 17.03.2025 / 17:45 CET/CEST Zürich, 17. März 2025 – Die Julius Bär Gruppe AG hat heute die Einladung zur Generalversammlung, welche am Donnerstag, 10. April 2025 stattfindet, publiziert. Die Dokumente sind online verfügbar unter . Kontakte Media Relations, Tel. +41 (0) 58 888 8888 Investor Relations, Tel. +41 (0) 58 888 5256 Über Julius Bär Julius Bär ist die führende Schweizer Wealth-Management-Gruppe und eine erstklassige Marke in diesem globalen Sektor, ausgerichtet a...

Julius Baer Group Ltd: 2 directors

Two Directors at Julius Baer Group Ltd sold/bought 19,814 shares at between 59.403CHF and 59.740CHF. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's direc...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch