Julius Baer

Julius Baer is a major Swiss private bank founded in Zurich in 1890 and now managing CHF 521 billion in assets under administration. The bank specializes in wealth management, advisory services, and investment solutions for affluent private clients and institutions. With a global presence and deep expertise across asset classes, Julius Baer serves international clients including expats settling in Switzerland.

Julius Baer appeals to expats with moderate to high wealth who want personalized relationship banking alongside investment guidance. Their Swiss roots and institutional scale make them a bridge between nimble fintech and traditional wealth management. If you're relocating with savings to invest or need continuity with your existing wealth structure, their advisory model offers a level of hand-holding that neobanks don't.