Bank Julius Baer & Co. Ltd

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Registration as it was on 04 Apr 2024
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Overview

Lobbying Costs

300,000€ - 399,999€

Financial year: Jan 2023 - Dec 2023

Lobbyists (Full time equivalent)

1 Fte (2)

Lobbyists with EP accreditation

0

High-level Commission meetings

8

Lobbying Costs over the years

  • Info

    Bank Julius Baer & Co. Ltd

    EU Transparency Register

    234317527985-69 First registered on 11 Aug 2017

    Goals / Remit

    Julius Baer is the leading Swiss private banking group, with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management.

    At the end of December 2023, Julius Baer's assets under management amounted to CHF 427 billion.
    Bank Julius Baer & Co. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the Group’s largest company and main operating entity. It is complemented by a number of specialised companies essential to providing our international clientele with a full array of state-of-the-art wealth management services.

    Julius Baer Group Ltd.’s shares are listed on the SIX Swiss Exchange. At 31 December 2023, the balance sheet totaled assets of CHF 96'786 (CHF m). With a BIS CET1 capital ratio of 14.6% and a BIS Total Capital Ratio of 24% (31 Dec 2023), Julius Baer is extremely well capitalised.

    Julius Baer employs a staff of 7425 across the world.

    Main EU files targeted

    Julius Baer follows a broad range of policies relevant to the Financial Services Industry, including topics like Retail Investment Strategy, AML, CMU, the European Banking Union, and developments in taxation. The Bank is especially interested in overall trends and policy developments in the field of Sustainable Finance and Digitalisation (including Cybersecurity).

    Address

    Head Office
    Bahnhofstrasse 36
    Zurich 8010
    SWITZERLAND
    EU Office
    Bahnhofstrasse 36
    Zurich 8010
    SWITZERLAND

    Website

  • People

    Total lobbyists declared

    2

    Employment timeLobbyists
    75%1
    25%1
    10%1

    Lobbyists (Full time equivalent)

    1

    Lobbyists with EP accreditation

    No lobbyists with EP accreditations

    Complementary Information

    None declared

    Person in charge of EU relations

    Data not provided by Register Secretariat due to GDPR

    Person with legal responsibility

    Data not provided by Register Secretariat due to GDPR

  • Categories

    Category

    Companies & groups

  • Networking

    Affiliation

    We are a member of the IIF (www.iif.com), the Swiss Bankers Association (www.sba.ch), the Association of Swiss Asset and Wealth Managers (VAV), and the World Economic Forum (www.wef.org)

    Member organisations

    None declared

  • Financial Data

    Interests represented

    Promotes their own interests or the collective interests of their members

    Closed financial year

    Jan 2023 - Dec 2023

    Lobbying costs for closed financial year

    300,000€ - 399,999€

    Major contributions in closed year

    None declared

    Intermediaries for closed year

    NameAmount
    kreab 10,000€ - 24,999€

    Intermediaries for current year

    Name
    kreab

    Closed year Costs

    300,000€ - 399,999€

    Other financial info

    None declared

  • EU Structures

    Groups (European Commission)

    None declared

    Groups (European Parliament)

    N/A

    Communication activities

    None declared

    Other activities

    None declared

  • Meetings

    Meetings

    8 meetings found. Download meetings

    The list below only covers meetings held since November 2014 with commissioners, their cabinet members or directors-general at the European Commission; other lobby meetings with lower-level staff may have taken place, but the European Commission doesn't proactively publish information about these meetings. For more information about which commissioner is responsible for which portfolio, check out this link: https://commissioners.ec.europa.eu/index_en All information below comes from European Commission web pages.

    1 July 2024: We have noted that some meetings are appearing in duplicate, ie. some meetings seem to be listed twice. This seems to be because the Commission changes some element of a meeting data after the meeting has first been listed, which causes LobbyFacts to register it as a new meeting. We are investigating further.

    • Date 04 Jul 2023 Location Brussels
      Subject Sustainable finance, the digital agenda
      DG Financial Stability, Financial Services and Capital Markets Union
      Attending
      • John Berrigan (Director-General)
    • Date 04 Jul 2023 Location Brussels - BERL
      Subject Exchange of views on the recent banking crisis, on sanctions enforcement and on digital euro.
      Cabinet Cabinet of President Ursula von der Leyen
      Portfolio President
      Attending
      • Valeria Miceli (Cabinet member)
    • Date 09 Nov 2022 Location Brussels
      Subject Sanctions and CRD/CRR
      DG Financial Stability, Financial Services and Capital Markets Union
      Attending
      • John Berrigan (Director-General)
      Other Lobbyists
    • Date 28 Sep 2022 Location Brussels
      Subject State of play of Eu financial regulation in particular in relation to regulation on crypto assets (Mica), sustainable finance and taxonomy, sanctions implementation.
      Cabinet Cabinet of President Ursula von der Leyen
      Portfolio President
      Attending
      • Valeria Miceli (Cabinet member)
      Other Lobbyists
    • Date 29 Mar 2022 Location video-conference
      Subject implementation of sanctions, banking regulation
      Cabinet Cabinet of Executive Vice-President Valdis Dombrovskis
      Portfolio An Economy that Works for People
      Attending
      • Andrea Beltramello (Cabinet member)
    • Date 14 Jul 2020 Location Video Conference
      Subject Post Covid Recovery/Review of EU Trade Policy
      Cabinet Cabinet of Commissioner Phil Hogan
      Portfolio Agriculture &amp; Rural Development
      Attending
      • Phil Hogan (Commissioner)
    • Date 14 Jul 2020 Location Video Conference
      Subject Post Covid Recovery/Review of EU Trade Policy
      Cabinet Cabinet of Commissioner Phil Hogan
      Attending
      • Phil Hogan (Commissioner)
    • Date 05 Dec 2018 Location Brussels
      Subject Banking Union, Capital Markets Union, Equivalence decision for Swiss stock exchanges (MIFIR Art. 23)
      Cabinet Cabinet of Vice-President Valdis Dombrovskis
      Portfolio Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Valdis Dombrovskis (Vice-President)
      • Andrea Beltramello (Cabinet member)
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