Julius Baer Unveils Strategic Plan for Growth and Efficiency

Julius Baer Group Ltd. has announced a new strategic direction under CEO Stefan Bollinger, aiming to address legacy issues while setting ambitious medium-term financial targets for 2026-2028. The strategy focuses on enhancing risk management, refining business operations, and stringent cost control.

The group targets a 4-5% growth in net new money by 2028 and a reduced cost/income ratio below 67%. An unwavering focus on strengthening governance structures and risk oversight is planned, accompanied by a renewed emphasis on leveraging digital technology. The company is also prioritizing operational efficiency with targeted savings of CHF 130 million by 2028.

Aiming to cultivate long-term value, Julius Baer is committed to disciplined execution of its strategy, as emphasized by CEO Bollinger. The company awaits regulatory clarifications before moving forward with potential share repurchases.