Unlock stock picks and a broker-level newsfeed that powers Wall Street. Upgrade Now OTC Markets OTCPK - Delayed Quote • USD Julius Bär Gruppe AG (JBARF) Follow Compare 68.81 0.00 (0.00%) At close: March 11 at 4:00:00 PM EDT All News Press Releases SEC Filings All SEC Filings Corporate Changes & Voting Matters Periodic Financial Reports Proxy Statements Tender Offer/Acquisition Reports Offering Registrations Former HSBC CEO Quinn to join Julius Baer as chairman in May Former HSBC CEO Noel Quinn will join Swiss wealth manager Julius Baer Group as its next chairman in May, pending shareholder approval, according to a company statement on Friday. The board of directors at Julius Baer will nominate Quinn for election as its new non-executive chairman at the annual general meeting on April 10, replacing Romeo Lacher, who is not seeking re-election. Quinn, a British banking veteran who turned 63 in January, will assume his new role on May 1 due to prior commitments Julius Baer sheds 400 jobs, downsizes executive board The company’s executive board has now been trimmed from 15 to 5 members, as the bank eyes another CHF110m in cost savings. SCB Julius Baer names CEO Seasoned wealth management leader to drive growth in Thailand. Julius Baer chairman to step down The board has already started a search for external candidates for the chair position, which is expected to conclude soon. Julius Baer chairman to leave as Signa reckoning widens ZURICH (Reuters) -The chairman of Julius Baer, Romeo Lacher, is to step down, the Swiss bank said on Monday, as it continues a management shake-up that began a year ago after it suffered major losses from exposure to collapsed property group Signa. In a statement, Baer said that Lacher would not stand for re-election at its annual general meeting on April 10 and that his proposed successor would be nominated in March. Lacher informed the board of his decision in 2024, the bank said. BTG Pactual to acquire Julius Baer’s Brazilian wealth unit Julius Baer Brazil serves high and ultra-high-net-worth clients in São Paulo, Belo Horizonte, and Rio de Janeiro. BTG Pactual to buy Julius Baer's Brazil unit in $164 million deal, local media reports Brazilian investment bank BTG Pactual is set to announce the acquisition of Swiss private bank Julius Baer's local unit in a deal worth about 1 billion reais ($163.6 million), newspaper O Globo reported on Monday. BTG Pactual will announce the deal this week, according to the report, which did not specify how it obtained the information. BTG Pactual and Julius Baer declined to comment. European bank stock picks for 2025, according to Deutsche Bank European bank stocks have had a strong year but going into 2025 Deutsche Bank is being more selective with stock picks in the sector. Julius Baer expands its St. Gallen division Julius Baer adds new relationship managers to its St. Gallen unit. Julius Baer appoints team head for Asia Switzerland He is based in Zurich and will report to Christian Capelli, head Asia Switzerland for Julius Baer. Longbridge Whale certified as Portfolio Management System (PMS) provider with Julius Baer FIX Connectivity Longbridge Whale ("Long Bridge Technology") is thrilled to announce that it has been certified as a Portfolio Management System (PMS) provider with Julius Baer FIX Connectivity. This new certification marks a significant milestone for Longbridge Whale, as it empowers the company to provide a more comprehensive and specialized digital platform for wealth managers, financial intermediaries such as External Asset Managers (EAMs) and Single Family Offices (SFOs), via FIX Connectivity. Julius Baer alters firm Kuoni Mueller & Partner to Julius Baer Real Estate Kuoni Mueller & Partner becomes Julius Baer Real Estate Ltd., and Julius Baer buys all of its shares Julius Baer appoints head of Lucerne branch Julius Baer has selected Andreas Weisshaupt as its new head of the Lucerne branch, starting from 2025. Julius Baer shares slide on profit miss, tepid cash inflows ZURICH (Reuters) -Swiss private bank Julius Baer's shares fell 10% on Thursday after the wealth manager missed profit forecasts and reported only a tepid increase in cash inflows from rich clients. The first half results were the latest blow for Julius Baer which has had a tumultuous start to 2024 with CEO Philipp Rickenbacher exiting after the bank reported losses of 586 million Swiss francs ($663.80 million) on loans to collapsed property giant Signa. The affair dented customer confidence in the Zurich-based wealth manager, leading to clients withdrawing cash in January, before inflows turned positive from February to June. Goldman vet tapped to lead Julius Baer Stefan Bollinger, Goldman’s co-head of private wealth management for Europe, the Middle East and Africa, will take the helm of the Swiss bank by Feb. 1, 2025. Julius Baer names chief executive officer A new CEO is appointed by Julius Baer. Swiss bank Julius Baer taps Goldman Sachs executive as CEO Julius Baer on Tuesday named Goldman Sachs partner Stefan Bollinger its new CEO, as the Swiss private bank seeks to move on from the multi-million dollar Signa debacle. Previous chief Philipp Rickenbacher was ousted in February after the wealth manager had to write down 586 million Swiss francs on loans to Signa, the failed property group controlled by Austrian magnate Rene Benko. Bollinger, co-head of private wealth management for Europe, Middle East and Africa at Goldman Sachs in London, will join Julius Baer no later than Feb. 1, 2025, the Swiss bank said. Julius Baer appoints group head for Thailand A group head is chosen for Thailand by Julius Baer growing the executive team. Exclusive-Regulatory concerns stopped Julius Baer, EFG takeover talks, sources say Swiss regulatory concerns scuppered talks between private banks Julius Baer and EFG International over a potential tie-up worth some 15 billion Swiss francs ($17 billion), two sources with knowledge of the matter told Reuters. The two banks held talks in early 2024 and reached an agreement in principle, the sources said on Tuesday, speaking on condition of anonymity because of the sensitivity of the matter. But financial regulator FINMA signalled that it had concerns about the potential deal, the sources said. Julius Baer recruits from UBS and JPMorgan to target wealth in Dubai In Dubai, Julius Baer is hiring members UBS and JPMorgan to reach wealthy Indians Performance Overview Trailing total returns as of 3/12/2025, which may include dividends or other distributions. Benchmark is MSCI WORLD Return JBARF MSCI WORLD YTD +8.84% -2.45% 1-Year +20.63% +7.75% 3-Year +39.81% +27.74%