Julius Baer wins the category best for philanthropic services in Asia this year. For starters, the firm doubled the number of philanthropy advisory mandates in 2022.
Launched in 1965, the Julius Baer Foundation is one of the oldest such entities in corporate Switzerland. Since then, it has sharpened its strategy to focus on reducing inequalities in wealth and education. Yet like many private banks in Asia, the team realizes that having world-class philanthropic investing expertise can be a powerful sweetener for wealthy families who want advice.
Julius Baer understands the value of long-term relationships, the challenges and opportunities of growing wealth and protecting it and the process of passing it on.
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