Assets under management (AuM) at Julius Baer reached a record 528 billion francs at the end of April. This represents an increase of around 1 percent compared with the end of 2025. According to a statement released on Friday, the growth was driven by positive market performance and net new money inflows of 3,0 billion francs.
Together, these two factors more than offset the negative impact of the continued appreciation of the Swiss franc, the bank added.
Average monthly AuM rose to 520 billion francs (second half of 2025: 507 billion francs). The annualised net new money growth rate of 1,7 percent (second half of 2025: 2,7 percent) was affected by the continued implementation of the group’s comprehensively revised risk and compliance framework, heightened uncertainty stemming from the ongoing Middle East conflict, and a pause in releveraging activity by clients, the bank said.
Strongest Start to a Year in the Bank’s History
«In the first four months of 2026, we recorded the strongest start to a year in Julius Baer Group’s history in terms of operating income, while operational leverage continued to improve,» said CEO Stefan Bollinger. «This overall strong performance was driven by record assets under management, exceptionally strong client activity, and continued cost discipline.»
