Julius Baer AUM reaches SFr 520bn for 10M 2025

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

The emergence reflects nett caller wealth inflows of SFr11.7bn since the commencement of the year, with contributions chiefly from clients successful Asia, Western Europe, and the Middle East (especially the UAE).

AUM accrued by 8% since June and 4% year-to-date and attributed to the disposal and consequent deconsolidation of Julius Baer’s Brazilian portion successful March 2025.

In its location marketplace of Switzerland, Julius Baer has made enactment changes aimed astatine strengthening its home position.

Marc Blunier and Alain Krüger volition presume work arsenic co-heads from January 2026.

The wealthiness manager secured regulatory support for a caller bureau successful Abu Dhabi Global Market, and Bank Julius Baer Europe is acceptable to unfastened an bureau successful Lisbon, Portugal successful precocious 2025.

Julius Baer CEO Stefan Bollinger said: “Over the past 10 months, we person importantly de-risked our business, portion delivering improved operating leverage, attracting coagulated nett caller money, and further strengthening our superior position.

“This show demonstrates the resilience of our wealthiness absorption proposition and the spot our clients spot successful us.”

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

The radical completed a reappraisal of its hazard exposure. This process confirmed that some Lombard loans and residential owe portfolios stay unchangeable and well-collateralised.

However, SFr0.7bn successful income-generating existent property loans volition beryllium gradually reduced to align with updated hazard appetite guidelines. The simplification follows akin steps taken with the backstage indebtedness portfolio.

Commenting connected the review, Bollinger added: “The completion of the recognition reappraisal successful this 2025 modulation twelvemonth is an important milestone successful addressing bequest recognition issues. With our wide strategical focus, our revised hazard appetite framework, and wide strengthened hazard relation and processes, we are present wholly aligned astir our halfway wealthiness absorption proposition.”

Julius Baer noted that full-year IFRS nett net for 2025 volition autumn abbreviated of past year’s figure.

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

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