Julius Baer Gruppe AG

BAER: XSWX (CHE)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Julius Baer: Regulator Closes Private Debt Investigation, Clearing the Path for Buybacks

Johann Scholtz

Oct 1, 2026

Business Strategy and Outlook

The strong secular trend where very wealthy individuals grow their wealth ahead of the growth in global GDP remains 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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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

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Julius Baer Gruppe AG

Julius Baer: Regulator Closes Private Debt Investigation, Clearing the Path for Buybacks

Business Strategy and Outlook

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