Julius Baer Group: Integrating Three Private Banks From UBS Harvard Case Solution & Analysis

IMD-3-1840 © 2008
Denison, Daniel; Lief, Colleen

Private bank Julius Baer Group was developed over 100 years earlier in Zurich, Switzerland, by 2005 the group was at a crossroads. The case explains the combination of the banks and the method that they conquered the obstacles of a mid-sized private bank operating in a combining market. With a brand-new senior management group and the Baer household no longer a managing owner, they saw this as a chance to develop the world's finest private bank.

They had to work rapidly to form a unified group out of 4 unique private banking systems, each with a certain location, clients and method of carrying out company. Could Baer make it throughout the minefield of cultural and technical combination prior to them and emerge as a bigger, more potent, worldwide leader in private banking?

Subjects: Integration; merger; corporate culture; M&A; integration of operations; merger process
Settings: Switzerland; Global ; Banking; Financial Services ; End 2007 assets under management CHF 405 billion ; 2005-2008

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