Tag: Julius Baer
Former Goldman strats head to join Julius Baer as CEO
International | People
23 Jul 2024 by SRP News
The Swiss bank has announced today (23 July) that the Goldman Sachs partner will start his new role at Julius Baer no later than 1 February 2025.
People: LSEG head of capital markets departs, Munich Re expands structuring team
International | People
16 May 2024 by SRP News
In this week's roundup we cover the departure of LSEG's capital markets chief and former Citi structuring boss; as well as senior appointments at Munich Re, Julius Baer, Solactive and US indexed annuities provider Lincoln Financial.
SRP Apac 2024: biggest competitor is risk free rate, automation driving new activity
Asia Pacific | Conferences
13 May 2024 by Summer Wang
Four panellists discussed investors’ shifting appetite for structured products given the current macro environment and technology development at the SRP Apac Conference 2024 on 9 May.
Julius Baer, EFG report limited growth as structured products sales plateau
International | Industry
14 Mar 2024 by Jocelyn Yang
Both Swiss private banking giants finish 2023 with flat assets under management. Julius Baer grapples with a tumble in net profit, while EFG International has a record high in net profit.
JB, EFG structured product activity on downward trend
International | Industry
27 Jul 2023 by Summer Wang
After a slow start of the year, the two Swiss private banks have posted a decline in structured product assets under management amid lowered volatility in H1 2023.
SRP Apac 2023: investors use structured products as proxies to beat lagging deposit rates
Asia Pacific | Conferences
05 May 2023 by Summer Wang
Four panellists from the buy- and sell-sides shared their views on the structured solutions driving activity among Asian investors at the SRP Apac Conference 2023 held in Singapore on 3 May.
Swiss PBs report decline in structured products activity
International | Industry
27 Feb 2023 by Summer Wang
The AuM of structured products at Julius Baer and EFG International has declined to CHF17.0 billion and CHF4.2 billion as at the end of 2022, respectively.
Arrivals and departures: top moves of 2022 – J.P. Morgan, Julius Baer, Leonteq and Natixis
International | People
17 Jan 2023 by SRP News
As 2023 begins, SRP looks back at the most relevant people moves stories in 2022 highlighting new hires and exits at the main issuers of structured products across markets.
Exclusive: Julius Baer poaches Citi structured product specialist
Asia Pacific | People
07 Dec 2022 by Summer Wang
The Swiss private bank is seeking to bolster the structured products team in its wealth management solutions unit.
