Julius Baer’s Assets Under Management Decline
Wall Street JournalWednesday, May 21, 2025 at 7:32:00 AM
Julius Baer, a major private banking player, saw its assets under management dip in the first four months of 2024. While the numbers are down, the bank noted that client activity—like trading and investments—was surprisingly busy. It’s a mixed picture: fewer assets but more action from clients.
What This Means: For a bank like Julius Baer, assets under management (AUM) are a key health indicator—so a drop isn’t great. But heightened client activity suggests people are still engaging with the bank, just maybe shifting money around or reacting to market conditions. It’s a "wait and see" moment for investors, especially with global markets being so unpredictable lately.
— Curated via WP Now’s AI editorial system
