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JULIUS BAER GROUP LTD

Summary

Julius Baer Group offers private banking services. The Bank advises on wealth management, financial planning, and investments, as well as offers mortgage and other lending, foreign exchange, securities trading, custody and execution services.

Deals Overview

Total Deals7

Valued Deals3

Total Value£ 261 M

Avg. Deal Size£ 87 M

Market Context

Senior Management

Bernhard Hodler
CEO
Philipp Rickenbacher
CEO
Dieter A. Enkelmann
CFO

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21 Dec 2018|Netherlands|Banks

Target: JULIUS BAER GROUP LTD (BUSINESS IN THE NETHERLANDS)

Bidder: WEALTH MANAGEMENT PARTNERS NV

2 Service Providers

1 Bidder | 1 Vendor

3 Dealmakers

1 Bidder | 2 Vendor

n/a

Value

04 Mar 2019|Mexico|Asset Managers and Custodians

Target: NSC ASESORES

Bidder: JULIUS BAER GROUP LTD

2 Service Providers

1 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

14 Dec 2021|Israel|FinTech

Target: FIRST DIGITAL BANK

Bidder: SBI HOLDINGS INC

5 Service Providers

2 Target | 3 Bidder

5 Dealmakers

2 Target | 3 Bidder

£ 90 M

Value

02 Jun 2022|Switzerland|Asset Managers and Custodians

Target: FRANSAD GESTION

Bidder: FRANSAD GESTION (MANAGEMENT TEAM)

2 Service Providers

1 Target | 1 Vendor

2 Dealmakers

1 Target | 1 Vendor

n/a

Value

12 Jan 2022|Switzerland|Consumer Lending

Target: SEBA BANK

Bidder: SUMMER CAPITAL

9 Service Providers

1 Target | 8 Bidder

16 Dealmakers

1 Target | 15 Bidder

£ 90 M

Value

02 Mar 2022|Mexico|Asset Managers and Custodians

Target: NSC ASESORES

Bidder: STRATOS WEALTH PARTNERS LTD

4 Service Providers

1 Target | 2 Bidder | 1 Vendor

8 Dealmakers

1 Target | 6 Bidder | 1 Vendor

n/a

Value

07 Jan 2025|Brazil|Asset Managers and Custodians

Target: JULIUS BAER GROUP LTD (DOMESTIC BRAZILIAN BUSINESS)

Bidder: BANCO BTG PACTUAL SA

3 Service Providers

2 Bidder | 1 Vendor

2 Dealmakers

1 Bidder | 1 Vendor

£ 80 M

Value

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