The 12 closest competitors and alternatives to Julius Bär Gruppe AG among wealth management companies — ranked by similarity to what Julius Bär Gruppe AG actually does, not by market-cap band.
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Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
Julius Bär Gruppe AG is a wealth management company headquartered in Zurich, Switzerland. Xcout tracks 6 named people at Julius Bär Gruppe AG, including Sam Davis (President & Chief Executive Officer).
Ranked by semantic similarity — how close each company is to Julius Bär Gruppe AG by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar wealth management company
JBWere is an Australian wealth management firm providing investment advice, philanthropic services, and family advisory to individuals, families, and for-purpose organisations.
Similar wealth management company
Cape Capital is an independent wealth management firm headquartered in Zurich, Switzerland, providing bespoke financial advice and investment solutions to individuals and families. The company offers a range of services including private equity access and in-house investment funds tailored to its clients' needs.
Similar wealth management company
St. James's Place Wealth Management plc is a company with its registered office in Cirencester, Gloucestershire, United Kingdom. The company is involved in wealth management, with operations extending to Asia. Its company information, including registered office address and filing history, is available through Companies House.
Asset and Wealth Management
Falco Group operates as a multi-family office investment business that provides asset management, private wealth services, and an investment platform. Through its divisions, the company backs business owners and sponsors, offers traditional wealth management solutions, and provides high-net-worth investors with digital access to private market and liquid investments.
Cryptocurrency
21Shares is a Swiss-headquartered issuer of physically backed cryptocurrency exchange-traded products (ETPs) listed on regulated European and international exchanges.
Consulting
Scalable GmbH operates as a digital investment platform and bank that allows users to invest in stocks, ETFs, funds, and cryptocurrencies starting from 1 euro, or use automated wealth management services. The platform also offers savings accounts with interest rates on cash balances, fixed-term deposits, children's accounts, and credit options for private clients.
Cryptocurrency
Almanak is a financial technology company founded in 2021 with headquarters in Zurich, Switzerland, providing advanced automated solutions and asset management tools for the decentralized finance (DeFi) sector.
Investment Company
Alpine Select AG functions as a publicly traded entity focused on managing hedge funds, catering to both institutional bodies and private investors. This firm strategically deploys capital across global public equity markets, constructing varied alternative investment portfolios. Its operational methodology incorporates diverse strategies, including discount investing, risk arbitrage, and tactical market exploitation. Founded in September 1997, the company's headquarters are situated in Zug, Switzerland.
Investment Management
Black River Asset Management AG is a global investment firm based in Switzerland that deploys capital across multiple asset classes, including FX, fixed income, public and private equity, real estate, and crypto assets. Using a global macro and modern portfolio approach, the firm serves investors by focusing on wealth preservation, risk reduction through uncorrelated strategies, and fundamentals-based research.
Similar wealth management company
Kamet Capital operates as a multi-single family office headquartered in Singapore, serving influential Asian founders and international families. The firm provides wealth management, investment management, wealth planning, household and estate management, and administrative services to help clients localize in Singapore and expand globally.
Family Office / Wealth Management
Blue Rain Partners is a Swiss multi-generation family office that invests in and builds regenerative ventures across ecosystem resilience, human wellbeing, and technology-driven societal transformation. The company integrates wealth management solutions, research, and long-term capital to drive environmental regeneration and human advancement.
Impact Investing
Blue Earth Capital is an impact-driven financial intermediary and investment firm that generates both social returns and financial performance. The company's registered office and headquarters are located in Baar, Switzerland, alongside offices in London and New York.
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