Julius Baer

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  Switzerland and FATCA: Broader Effects

  By Marlene Y. Satter, AdvisorOne  |  March 14, 2013

  While it would change some of Switzerland's business practices, the country’s acceptance of international standards would be to its advantage

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  In Shakeup, FPA Outsources Washington Lobbying Efforts

  By James J. Green, AdvisorOne  |  November 16, 2012

  Restructuring is part of an overall plan to focus on planner group’s strategic vision being put in place by new CEO Lauren Schadle.

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  German Woes Grow

  By Marlene Y. Satter, AdvisorOne  |  August 27, 2012

  German business confidence fell for the fourth month in a row as European financial woes continued to build.

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  Baer Agrees to Buy Merrill Non-U.S. Wealth Units

  By Marlene Y. Satter, AdvisorOne  |  August 13, 2012

  Neither analysts nor investors appeared enthusiastic about the move.

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  Merrill Loses Four Advisors to Wells Fargo

  By Janet Levaux, AdvisorOne  |  June 20, 2012

  The departures come on the heels of news that BofA is selling some operations to Julius Baer and firing some U.S. Trust managers.

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  Swiss Bank Wegelin Indicted for Tax Fraud by U.S.

  By Marlene Y. Satter, AdvisorOne  |  February 3, 2012

  Wegelin, Switzerland's oldest private bank, is charged with fraud and conspiracy; it has no branches outside Switzerland, and funds were seized from its correspondent bank, UBS in Stamford, Conn.

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  Top 10 Asian Millionaire Nations by 2015

  By Marlene Y. Satter, AdvisorOne  |  August 31, 2011

  Asia will more than double the number of millionaires currently in the region, with just China and India accounting for more than 40% of global economic growth for 2011 and 2012. So says a new report from Swiss banking firm Julius Baer.

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  Swiss Bank Julius Baer Gets Green Light for China Fund

  By Marlene Y. Satter, AdvisorOne  |  May 23, 2011

  Zurich-based private bank Julius Baer said the Chinese government has granted it a Qualified Foreign Institutional Investor (QFII) quota.

• Fund of the Month

  By Stan Luxenburg  |  November 1, 2008

  Desperate to find safety, investors have been fleeing to Treasuries and dumping high-yield corporate bonds, which are rated below-investment grade. During the year ended in...

• Divide and Conquer

  By Nancy Opiela  |  April 1, 2006

  It was twenty years ago when "Determinants of Fund Performance" by Gary Brinson, Randolph Hood, and Gil Beebower put asset allocation on the map by...