Overview
Lobbying Costs
250,000€
Financial year: Jan 2018 - Dec 2018
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 2018, Julius Baer's assets under management amounted to CHF 382 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. They are a member of the Swiss Leader Index (SLI), comprising the 30 largest and most liquid Swiss stocks. At 31 December 2018, the market capitalisation of the Group’s shares was CHF 7,836 billion.
Julius Baer employs a staff of almost 6,700, including 1,500 relationship managers, and is present in over 25 countries and more than 50 locations.
Headquartered in Zurich, we have offices in key locations including Dubai, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Milan, Monaco, Montevideo, Moscow, Mumbai, Singapore and Tokyo.
Our client-centric approach, our objective advice based on a unique open product platform, our very strong financial base and our entrepreneurial management culture make us the international reference in private banking.Main EU files targeted
Julius Baer follows a broad range of policies relevant to the Financial Services Industry, including topics like MiFID II, AML, CMU, the European Banking Union, and developments in taxation. The Bank is also following policies in the field of Sustainable Finance, fintech/cyber and corporate governance.
Address
Head Office
Bahnhofstrasse 36
Zurich 8010
SWITZERLAND -
People
Total lobbyists declared
2
Employment time Lobbyists 75% 1 25% 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
Mr Frank Wulms (Public Policy International)
Person with legal responsibility
Mr Pascal Gentinetta (Head Public Policy)
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Categories
Category
II - In-house lobbyists and trade/business/professional associations
Subcategory
Companies & groups
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Networking
Affiliation
We are a member of the IIF (www.iif.com)
Member organisations
None declared
-
Financial Data
Closed financial year
Jan 2018 - Dec 2018
Lobbying costs for closed financial year
250,000€
Other financial info
None declared
-
EU Structures
Groups (European Commission)
none
Groups (European Parliament)
None
Communication activities
None
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.
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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)
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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)
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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)
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Date 14 Jul 2020 Location Video Conference Subject Post Covid Recovery/Review of EU Trade Policy Cabinet Cabinet of Commissioner Phil Hogan Portfolio Agriculture & Rural Development Attending - Phil Hogan (Commissioner)
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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)
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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 - Andrea Beltramello (Cabinet member)
- Valdis Dombrovskis (Vice-President)