Julius Baer AUM reaches SFr 520bn for 10M 2025

JBARF -5.00%

Julius Baer has reported assets under management (AUM) of SFr520bn ($643.4bn) for ten months (10M) ended 31 October 2025.

The rise reflects net new money inflows of SFr11.7bn since the start of the year, with contributions mainly from clients in Asia, Western Europe, and the Middle East (especially the UAE).

AUM increased by 8% since June and 4% year-to-date and attributed to the disposal and subsequent deconsolidation of Julius Baer’s Brazilian unit in March 2025.

In its home market of Switzerland, Julius Baer has made leadership changes aimed at strengthening its domestic position.

Marc Blunier and Alain Krüger will assume responsibility as co-heads from January 2026.

The wealth manager secured regulatory approval for a new office in Abu Dhabi Global Market, and Bank Julius Baer Europe is set to open an office in Lisbon, Portugal in late 2025.

Julius Baer CEO Stefan Bollinger said: “Over the last ten months, we have significantly de-risked our business, while delivering improved operating leverage, attracting solid net new money, and further strengthening our capital position.

“This performance demonstrates the resilience of our wealth management proposition and the trust our clients place in us.”

Additionally, Victoria McLean has been named chief compliance officer with effect from February 2026, pending regulatory approval.

The group completed a review of its risk exposure. This process confirmed that both Lombard loans and residential mortgage portfolios remain stable and well-collateralised.

However, SFr0.7bn in income-generating real estate loans will be gradually reduced to align with updated risk appetite guidelines. The reduction follows similar steps taken with the private debt portfolio.

Commenting on the review, Bollinger added: “The completion of the credit review in this 2025 transition year is an important milestone in addressing legacy credit issues. With our clear strategic focus, our revised risk appetite framework, and overall strengthened risk function and processes, we are now entirely aligned around our core wealth management proposition.”

Julius Baer noted that full-year IFRS net profit for 2025 will fall short of last year’s figure.

"Julius Baer AUM reaches SFr 520bn for 10M 2025 " was originally created and published by Private Banker International, a GlobalData owned brand.

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