Julius Baer Gruppe AG
BAER: XSWX (CHE)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| CHF 71.00 | Knyd | Ykwkrtkhvy |
Julius Baer - Unique Pure Play Private Bank
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 as asset prices continue to benefit from low interest rates. The demand for bespoke financial planning and wealth management services will continue to be strong. We do however, anticipate that fee margins will remain under pressure as competition increases with many financial services firms expanding its presence in the wealth management market.