Julius Baer Wealth Management – Gross Inflow Dynamics & Profitability Levers

  • Public Equity
  • Financials
  • Europe


Former director at Julius Baer Group Ltd


  • Julius Baer’s (VTX: BAER) competitive positioning vs players such as Credit Suisse (VTX: CSGN) and UBS (VTX: UBS)
  • Customer acquisition dynamics on the cold client outreach side, highlighting CAC (customer acquisition cost)
  • HNWI (high-net-worth individual) acquisition opportunities
  • Gross inflow and outflow dynamics
  • AUM (assets under management) and gearing in the current environment
  • Growth opportunities and key headwinds and tailwinds


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