Report
Johann Scholtz
EUR 101.80 For Business Accounts Only

Baer's international expansion increases its long-term growth potential.

Julius Baer has spent much of the past decade transforming itself into a force to be reckoned with in Switzerland's clubby private banking world. It doubled in size in 2005 when it purchased three Swiss private banks and an asset manager, and it grew another 40% through its acquisition of Merrill Lynch's non-U.S. wealth-management business, International Wealth Management, or IWM. In 2016, Baer increased its stake in and gained control of Kairos, an Italian investment management firm, adding aro...
Underlying
Julius Baer Gruppe AG

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Johann Scholtz

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