Julius Baer AUM hits SFr 528bn, signals “substantially higher” H1 profit
Key takeaways
- Julius Baer AUM hits SFr 528bn, signals “substantially higher” H1 profit Julius Baer was continuing efforts to contain costs across the organisation and improve operating efficiency.
- It attributed the increase to supportive market movements and SFr 3bn in net new money, which together were enough to counter the drag from another rise in the Swiss franc.
- The annualised pace of net new money was 1.7%, compared with 2.7% in the second half of 2025.
Julius Baer AUM hits SFr 528bn, signals “substantially higher” H1 profit Julius Baer was continuing efforts to contain costs across the organisation and improve operating efficiency. Credit: Piotr Swat/ Shutterstock.com. · Private Banker International · Piotr Swat/ Shutterstock.com. Vidhya Edwards Munnangi Mon, May 25, 2026 at 5:59 PM GMT+7 2 min read BAER.SW CHF=X Julius Baer has reported assets under management of SFr 528bn ($672.5bn) in the first four months of 2026, representing a 1% rise from the end of 2025.
It attributed the increase to supportive market movements and SFr 3bn in net new money, which together were enough to counter the drag from another rise in the Swiss franc.
The annualised pace of net new money was 1.7%, compared with 2.7% in the second half of 2025.