Family Business UK (FBUK) is delighted to announce a new corporate partnership with Julius Baer International, the UK-entity of the global wealth manager with roots as a family business.
FBUK has established partnerships with carefully selected and highly respected organisations that provide compelling professional services to family businesses.
They are critical allies and supporters of our work with family businesses, to ensure generations to come inherit a more prosperous, inclusive, and sustainable future.
Founded in Zurich in the 1890s, the Julius Baer Group has managed wealth and served clients as a trusted, truly personal and holistic advisor for more than 130 years.
Jonathan Dobbin, Head of UK Regions, Julius Baer International said
With a deep-rooted heritage as a family-owned business, we are proud to further demonstrate our commitment to supporting entrepreneurial families across the UK through our new partnership with Family Business UK, a not-for-profit organisation dedicated to championing the interests of family enterprises.
At Julius Baer, we have teams across the UK who have worked closely with entrepreneurs, their families, and their businesses for many years. In doing so, we have become acutely aware of the challenges business leaders face around governance, next generation planning, wealth structuring and philanthropy.
This collaboration with Family Business UK reflects our dedication to engaging meaningfully within the communities we serve. By combining our highly personal service, local market insight, and global capabilities, we aim to support family businesses through every stage of their journey – today and into the future.
We look forward to being a part of this important community.
Neil Davy, CEO Family Business UK said
We’re delighted to welcome Julius Baer to FBUK and join our growing community of Corporate Partners.
As a business rooted in family ownership and family values, they pride themselves in putting the interests of their clients, and their long-term success, front and centre.
We look forward to working closely with them over the years ahead supporting FBUK Members prepare for changing markets and growing risks.
For further information on how Julius Baer can support your family business, and to contact them, visit their page on our website.
Find out more about FBUK’s support to the sector, and our carefully selected Corporate Partnerships, including Julius Baer, providing meaningful support and services to UK family businesses at www.familybusinessuk.org