September 28, 2016 5:07 AM ET


Company Overview of Bank Julius Bär & Co. AG

Company Overview

Bank Julius Bär & Co. AG provides private banking services primarily in Switzerland, Europe, Asia, and South America. The company offers wealth management and investment counselling for private clients, family offices, and external asset managers. It also provides services in the areas of wealth and tax planning, foreign exchange, equity, precious metals and fund trading, custody and execution, and other business fields. In addition, the company is involved in the Lombard credit business for portfolio management and trading clients; and provision of residential mortgages. Further, it underwrites derivative investment products; and engages in securities lending and borrowing activities. The c...

Bahnhofstrasse 36

Zurich,  8010


Founded in 1890

2,768 Employees


41 58 888 1111


41 58 888 1122

Key Executives for Bank Julius Bär & Co. AG

Chief Executive Officer and Member of the Executive Board
Age: 42
Chief Financial Officer and Member of the Executive Board
Age: 57
Chief Operating Officer and Member of Executive Board
Chief Risk Officer and Member of The Executive Board
Age: 56
Head of Europe and Member of the Executive Board
Age: 43
Compensation as of Fiscal Year 2016.

Bank Julius Bär & Co. AG Key Developments

Julius Baer & Co. Ltd Appoints Eleanor Yuen as Asian Head of Wealth and Tax Planning Advisory Asia

Julius Baer & Co. Ltd. has appointed Eleanor Yuen as Asian head of its Wealth and Tax Planning Advisory Asia, effective immediately. Yuen, who most recently served as global head of wealth planners at Credit Suisse Group AG, will be responsible for leading specialized teams to provide wealth and tax planning services to clients in Hong Kong, where she will be based. Yuen will report to Luigi Vignola, head of the markets and investment solutions group Asia-Pacific, and functionally to Roger Stutz, global head of wealth and tax planning.

Manhattan U.S. Attorney Announces Criminal Charges against Bank Julius Baer and Co., Ltd with Deferred Prosecution Agreement Requiring Payment of $547 Million

Preet Bharara, the United States Attorney for the Southern District of New York, Caroline D. Ciraolo, Acting Assistant Attorney General of the Justice Department's Tax Division, and Richard Weber, Chief, Internal Revenue Service Criminal Investigation (IRS-CI) announced the filing of criminal charges against Bank Julius Baer and Co. Ltd. (JULIUS BAER). JULIUS BAER is charged with conspiring with many of its U.S. taxpayer-clients and others to help U.S. taxpayers hide billions of dollars in offshore accounts from the United States Internal Revenue Service and to evade U.S. taxes on the income earned in those accounts. Mr. Bharara also announced a deferred prosecution agreement with JULIUS BAER under which the Company admits that it knowingly assisted many of its U.S. taxpayer-clients in evading their tax obligations under U.S. law. The Agreement requires JULIUS BAER to pay a total of $547 million by no later than February 9, 2016, including through a parallel civil forfeiture action also filed in the Southern District of New York. The criminal charge is contained in an Information alleging one count of conspiracy to defraud the IRS to file false federal income tax returns and to evade federal income taxes. If JULIUS BAER abides by all of the terms of the Agreement, the Government will defer prosecution on the Information for three years and then seek to dismiss the charges.

Bank Julius Baer & Co. Ltd. Announces Executive Changes

Bank Julius Baer & Co. Ltd. announced that it has appointed Torsten Linke as head of private banking for Southeast Asia, effective immediately. Linke will also become branch manager for Singapore, subject to regulatory approvals. He will be responsible for the company's operations and development in Singapore and for the expansion of the bank's business presence and client base in Southeast Asia. Linke will report to Jimmy Lee, head of Asia-Pacific at Bank Julius Baer. David Lim, currently head of southeast Asia private banking and Singapore branch manager, will become vice chairman for Southeast Asia, reporting directly to Lee. In his new role, Lim will focus on broadening the firm's client relationships and will provide advice on strategic initiatives. Prior to joining the bank, Linke was market leader for Indonesia at Credit Suisse Group AG.

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