Overview
Lobbying Costs
400,000€ - 499,999€
Financial year: Jan 2023 - Dec 2023
Lobbyists (Full time equivalent)
1 Fte (2)
Lobbyists with EP accreditation
0
High-level Commission meetings
9
Lobbying Costs over the years
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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 June 2024, Julius Baer's assets under management amounted to CHF 473.8 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 30 June 2024, the balance sheet totaled assets of CHF 100,165.5 (CHF m). With a BIS CET1 capital ratio of 16.3% and a BIS Total Capital Ratio of 26.3% (30 June 2024), Julius Baer is extremely well capitalised.
Julius Baer employs a staff of 7484 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 and AI).
Address
Head Office
Bahnhofstrasse 36
Zurich 8010
SWITZERLANDEU Office
Bahnhofstrasse 36
Zurich 8010
SWITZERLANDWebsite
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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
Data not provided by Register Secretariat due to GDPR
Person with legal responsibility
Data not provided by Register Secretariat due to GDPR
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Categories
Category
Companies & groups
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Networking
Affiliation
We are a member of the IIF (www.iif.com), the World Economic Forum (www.wef.org), the Swiss Bankers Association (www.sba.ch), and the Association of Swiss Asset and Wealth Managers (www.vav-abg.ch), which in turn is a member of the Swiss Finance Council (www.sfc.org).
Member organisations
None declared
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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
400,000€ - 499,999€
Major contributions in closed year
None declared
Intermediaries for closed year
Name Amount kreab 10,000€ - 24,999€ Intermediaries for current year
Name kreab Closed year Costs
400,000€ - 499,999€
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
9 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.
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Date 26 Sep 2024 Location Brussels Subject EU-Swiss dialogue on financial services Cabinet Cabinet of Commissioner Mairead Mcguinness Attending - Florian Denis (Cabinet member)
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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)