Family Office

Julius Baer

Julius Baer is a private bank founded in 1890 and headquartered in Zurich, Switzerland.The investment approach is led by Group CIO Yves Bonzon, who joined in 2016. Before joining the firm, Bonzon spent more than 26 years at Pictet, where he was also a CIO.

Assets Under Management
$10B+
Headquarters
Zurich

Decision-makers

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Managing Director & Co-Head of Global Asset Class Specialists
Rishabh Saksena
Managing Director & Co-Head of Global Asset Class Specialists
Marco Murgida
Managing Director & Co-Head of Global Asset Class Specialists
Roman Berri
Global Head Offering Management & Development
Fadi Barakat
Executive Director & Investment Advisor
Cyril Demaria-Bengochea
Head of Private Markets Strategy & Investment Committee Member
Fiona Kenyon
Head of Private Markets Advisory
Mathieu Racheter
Executive Director, Head of Equity Strategy
Chiew Leng Ng
Managing Director, Senior Advisor & Head of Equity, Asia
Ivan Iliev
Head of Alternative Funds
Ralph Weber
Head of Equity Mandates & Funds
Fabian Kalbermatter
Head of Multi-Manager Fixed Income Unconstrained
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