What is the minimum for Julius Baer in Singapore?

Julius Baer Singapore typically requires a minimum of US$2 million (approx. S$2.7M) in investable assets, with the relationship-manager bench targeting US$5M+ households. Specific minimum varies by booking centre and product mix.

Is Julius Baer regulated by MAS in Singapore?

Yes. Bank Julius Baer & Co. Ltd., Singapore Branch operates under a Merchant Bank licence from the Monetary Authority of Singapore. Julius Baer also holds Capital Markets Services licences for related activities.

Why is Julius Baer different from UBS?

Julius Baer is a pure-play private bank — no investment-banking, no retail, no corporate-banking arm. The structural argument is no conflict of interest between PB clients and IB underwriting. UBS is the global wealth-management leader but also runs a large investment bank. Clients who prefer pure-play often look at Julius Baer, Pictet, Lombard Odier, and EFG.

What is Julius Baer Asia AUM?

Julius Baer Group reports Asia (mainly Singapore + Hong Kong) as roughly 25–30% of group AUM (group total CHF ~470bn as of 2024). Asia is one of the bank's three booking centres alongside Switzerland and Europe.

Does Julius Baer offer family-office services in Singapore?

Yes. Julius Baer's Singapore team includes a dedicated family-office desk supporting governance, investment-policy design, philanthropy, and next-generation programmes. Pairs with Singapore 13O / 13U Section 13 family-office tax structures.

Julius Baer

Pure-Play Swiss Private Bank · Singapore Branch

Swiss-headquartered pure-play private bank — no investment banking, no retail, no corporate banking. Wealth management only. US$2 million minimum. One of Julius Baer's three global booking centres.

Minimum

US$2 Million

Group AUM

~CHF 470B

Founded

1890

Why Choose Julius Baer?

No Investment-Banking Conflict

Pure-play wealth manager. No in-house IPO book to distribute, no proprietary trading book competing with client allocations. Structural conflict-free.

Open-Architecture Platform

Third-party fund and structured-product platform. Clients see external best-in-class products alongside Julius Baer mandates, with disclosed retrocession.

Swiss Booking Centre Option

Singapore clients can elect to book in Switzerland for diversification of jurisdiction. Useful for international families wanting non-Asia booking exposure.

Asia Family-Office Desk

Singapore team includes a dedicated FO desk: governance, investment-policy design, next-generation education. Pairs with 13O / 13U Section 13 tax structures.

Swiss Pure-Play Peer Comparison

Bank	Minimum	Distinguishing trait
Julius Baer	US$2M	Largest pure-play by AUM
Pictet	US$2M+	Partnership-owned, multi-generational families
Lombard Odier	CHF 1M+	Partnership-owned, sustainable investing
EFG Bank	US$1M+	CRO-led, entrepreneur clients

Ideal Client Profile

Julius Baer is particularly suited for:

Clients prioritising pure-play / no IB conflict
Wanting Swiss + Asia dual-booking option
Family offices considering 13O / 13U structures
Investors wanting open-architecture / non-captive product

Compare with Other Swiss + Pure-Play Banks

UBS

UBS Wealth Management

S$2-3M minimum

Pictet

US$2M+, partnership-owned

View All Banks

Complete comparison

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