Daniel Aegerter

Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices.

WMPartners Vermögensverwaltungs AG (WMPartners) is the wealth management subsidiary of Bank Julius Baer & Co. AG, itself a subsidiary of Julius Baer Gruppe AG (SW: BAER) in Switzerland. Founded as Walter Meier & Partner in 1971 by Walter Meier, the firm became WMPartners Wealth Management Ltd. in 2002. In 2014 they merged wuth Infidar Investment Advisory Ltd. WMPartners is based in Zurich and offers services to high-net worth individuals, families and foundations, aiming to preserve and augment wealth by aligning their financial understanding, their systematic and disciplined approach to developing investment ideas and their objective decision-making.