Description
SWOT ANALYSIS OF JULIUS BAER GROUP
Julius Baer Group
Parent Company
Julius Bär & Co. AG
Category
Banking
Sector
Financial services
Tagline/ Slogan
Your Private Bank
USP
Banking with trust and absolute integrity
STP
Segment
Institutional and individual clients
Sophisticated and affluent private clients, family offices, external asset Target Group managers in need of customized investment solutions
A leading Swiss private banking group, with high focus on servicing and Positioning advising private clients
SWOT Analysis
1. Specializes in customized investment and wealth management services 2. Presence in 40 countries across the world 3. Largest international presence of all Swiss private banks 4. Bank with high focus on CSR activities Strength 5. Has a compact and skilled workforce of over 3700 employees
1. Limited global tie-ups as compared to the global leaders in the industry Weakness 2. No presence in Americas which is a huge market
1. High opportunity to expand in North American market, where the presence is very minimal 2. Opportunity to grow in developing economies like India and China 3. Increasing wealth management business in the Middle East will help Opportunity in expansion and growth of the bank
1. Weak economic outlook of Europe affecting the bank 2. Regulatory changes and Government policies in Switzerland will Threats affect the bank
Competition
1. UBS AG 2. Credit Suisse Competitors 3. EFG Bank
doc_820444873.docx
SWOT ANALYSIS OF JULIUS BAER GROUP
Julius Baer Group
Parent Company
Julius Bär & Co. AG
Category
Banking
Sector
Financial services
Tagline/ Slogan
Your Private Bank
USP
Banking with trust and absolute integrity
STP
Segment
Institutional and individual clients
Sophisticated and affluent private clients, family offices, external asset Target Group managers in need of customized investment solutions
A leading Swiss private banking group, with high focus on servicing and Positioning advising private clients
SWOT Analysis
1. Specializes in customized investment and wealth management services 2. Presence in 40 countries across the world 3. Largest international presence of all Swiss private banks 4. Bank with high focus on CSR activities Strength 5. Has a compact and skilled workforce of over 3700 employees
1. Limited global tie-ups as compared to the global leaders in the industry Weakness 2. No presence in Americas which is a huge market
1. High opportunity to expand in North American market, where the presence is very minimal 2. Opportunity to grow in developing economies like India and China 3. Increasing wealth management business in the Middle East will help Opportunity in expansion and growth of the bank
1. Weak economic outlook of Europe affecting the bank 2. Regulatory changes and Government policies in Switzerland will Threats affect the bank
Competition
1. UBS AG 2. Credit Suisse Competitors 3. EFG Bank
doc_820444873.docx