Best Private Bank – Global Indians
Julius Baer
Kunal Sumaya
market head, Global NRI, Julius Baer
Winning the Best Private Bank – Global Indians for the sixth consecutive year at the Asian Private Banker awards reinforces the enduring relevance and impact of our Global India platform. It reflects our commitment to advancing our integrated onshore-offshore capabilities and staying ahead of the evolving needs of Indian clients worldwide.
As we mark 20 years of our Global NRI franchise, this recognition is a testament to the dedication of our talented team and the enduring trust of our clients and partners. Looking ahead, we remain focused on delivering future-ready solutions and sustained value for Indians across geographies.
Winners Rationale
“Julius Baer’s win as Best Private Bank – Global Indians is characterised by yet another strong year of broad-based growth. The franchise saw significant increases in assets, on top of higher revenues, mandate penetration, and net new money,” said Kylie Wong, senior data reporter at Asian Private Banker. “This reflects continued trust and confidence from clients in the bank as well as its high level of efficiency and productivity.
“This is also evident in Julius Baer’s healthy growth in recurring revenues, underscoring the strength and stability of its managed business model. The Global NRI team’s business-case success rate also makes the franchise an extremely disciplined and effective growth engine.
“Julius Baer’s attention on onshore-offshore connectivity in 2025 helped the bank build a more holistic global India platform. With strengthened client, people, and product connectivity across India, Singapore, Dubai, Hong Kong, and Switzerland, the bank is poised to bridge gaps in global coverage for Asia’s private banks. This is further reinforced by the bank’s commitment to establishing an additional hub in the UK.
“With a sharpened focus on the UHNW segment, Julius Baer consistently stayed ahead of the curve as family offices grew in number and sophistication by deepening its expertise and engagement with this expanding client base. To solidify its position as a thought leader, Julius Baer launched its Indian Family Office Playbook and its Family Office Wealth Management Programmes in 2025 to advance governance, education, and institutionalisation.
“Internally, Julius Baer integrated its leadership model to ensure India and Global NRI move in lockstep to drive consistency of strategy, speedy decision making, and deeper cross-hub collaboration. With these highlights, Julius Baer is the best fit for winning Best Private Bank – Global Indians.”
