![]() ![]() Tax returns and other documents confirming the source of funds of the beneficiary. Statements from the beneficiary's accounts with other banks (placement of deposits, information on balances) ![]() He will report to Jimmy Lee, Head Asia Pacific at Bank Julius Baer. Based in Hong Kong, he will be responsible for expanding the Bank’s business presence and client base across Greater China. Ownership documents (extracts from the register of ownership of movable/immovable property) Hong Kong, 7 April 2016 Bank Julius Baer has appointed David Shick as Head Private Banking Greater China with immediate effect. It can be:ĭocuments confirming the ownership of shares of other resident companies documents confirming the source of funds. CV-resume with the obligatory indication of information about the business and the origin of funds Swiss bank Julius Baer can double its assets under management to 1 trillion Swiss francs (1.12 trillion), CEO Philipp Rickenbacher said in an interview with German daily Handelsblatt on Monday. utility bill not older than 3 months or bank recommendation indicating the address of the attorney (beneficiary) as follows: Long-Term Deposit Rating: Aa3 Short-Term Deposit Rating. Currently, Moody’s assigned ratings to Bank Julius Baer & Co. All targets are based on adjusted resu2021. Achieved all medium-term financial targets 2020 - 2022. extracts from accounts opened with other banks.ĭocuments on the company attorney (beneficiary): Julius Baer’s medium-term financial targets. ![]() In addition, it is necessary to provide for the company: In 1901, it became a member of the Zurich Stock Exchange and the first Swiss private bank listed on the stock. Compare Standard and Premium Digital here.Īny changes made can be done at any time and will become effective at the end of the trial period, allowing you to retain full access for 4 weeks, even if you downgrade or cancel.Forms for signing are provided at our office or at a personal meeting with a bank representative.ĭocuments for the company - need a complete set of registration documents of the company, Certificate of Incumbency under apostille and scanned copies of the documents by nominees faces - shareholders, directors and secretaries. You may also opt to downgrade to Standard Digital, a robust journalistic offering that fulfils many user’s needs. Julius Baer Banking Zurich, Zürich 134,980 followers Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. Assets under management amounted to CHF 187 billion at the end of October 2012 (up 10 per. If you’d like to retain your premium access and save 20%, you can opt to pay annually at the end of the trial. Julius Baer: Best Private Bank, Switzerland. In 2005 Julius Baer acquired three banks and an asset management company and expanded rapidly. If you do nothing, you will be auto-enrolled in our premium digital monthly subscription plan and retain complete access for $69 per month.įor cost savings, you can change your plan at any time online in the “Settings & Account” section. Julius Baer was the first Swiss private bank to go public. For a full comparison of Standard and Premium Digital, click here.Ĭhange the plan you will roll onto at any time during your trial by visiting the “Settings & Account” section. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Leader Index (SLI), comprising the 30 largest and most liquid Swiss stocks. Chief executive Philipp Rickenbacher talks to Euromoney about why scale and nurturing talent are key to the long-term success of a firm that does just one thing and one thing well: serving wealthy private clients. Premium Digital includes access to our premier business column, Lex, as well as 15 curated newsletters covering key business themes with original, in-depth reporting. Pure-play Swiss private bank Julius Baer has had to reconfigure its business model for the 2020s. Standard Digital includes access to a wealth of global news, analysis and expert opinion. During your trial you will have complete digital access to FT.com with everything in both of our Standard Digital and Premium Digital packages. ![]()
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