Julius Baer Gruppe AG

BAER: XSWX (CHE)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	CHF 91.00	Rhwr	Jyszrcrll

Julius Baer Is a Unique Pure-Play Wealth Manager

Johann Scholtz

Dec 1, 2023

Business Strategy and Outlook

The strong secular trend where very wealthy individuals grow their wealth ahead of the growth in global GDP is set to remain in place. The demand for bespoke financial planning and wealth management services will continue to be strong. However, we anticipate that fee margins will remain under pressure as competition increases with many financial services firms expanding their presence in the wealth management market.

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We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

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