JULIUS BAER INDIA
India’s rich pivot to real estate after stock returns falter
Investors in India are increasing their allocations towards high-yielding assets in real estate and logistics. Recent data shows a significant rise in investments through Alternative Investment Funds, nearly doubling in recent years. Family offices are now directing larger portions of their portfolios toward private credit and infrastructure while moving away from traditional investments. Specialized funds are attracting wealthy investors who want exposure to completed assets.
Bumper returns is the call! How can investors make money in Samvat 2083 after a year of stagnation?
After a rough year marked by heavy FPI outflows, geopolitical tensions and soaring crude prices, Indian equities staged a sharp pre-Diwali recovery. Easing oil prices, renewed foreign buying and improving corporate earnings have revived hopes for Samvat 2083. However, concerns over midcap and smallcap valuations, global uncertainty and uneven earnings growth could make the recovery challenging.
Diwali 2026: Will Sensex, Nifty reclaim their peaks or scale new highs? Analysts map the road ahead
Market analysts are tentatively optimistic about Indian equity markets seeing a resurgence in the next financial year. Expectations suggest that both the Sensex and Nifty may rise to their past peak levels by Diwali 2027, driven by improving corporate profitability. While favorable valuations and steady domestic investments bolster this outlook, global uncertainties like inflation, interest rates, and oil prices could pose challenges.
Banks are safe; AI bubble is the risk for global markets: Julius Baer CEO Stefan Bollinger
Stefan Bollinger highlights the potential risk of an AI bubble affecting global markets significantly. He notes that India's equity valuation correction is healthy, maintaining the country's growth story. Investors are increasingly diversifying their portfolios with a focus on hedge funds and private equity. The Fed's decision on rates remains uncertain, though high inflation complicates matters. Rising yields in Japan are likely to attract domestic investors back to their markets.
Only 2.3% of wealthy family businesses are ready for succession. What’s holding them back?
Julius Baer–EY’s Family Barometer Report 2026 shows that 65.9% of families believe the next generation is not yet ready, while emotional attachment, informal decision-making and weak family governance continue to complicate the transition. For India’s business families, the hardest part may not be transferring ownership—but preparing the family to decide what comes next.
Gold prices are sliding but China goes on a relentless buying spree
China's People’s Bank has significantly increased gold reserves in September, marking its highest growth rate in three years. As demand for physical gold rises, Chinese households are also purchasing gold bars and coins more than jewelry. The country has imported over 1,000 tonnes of gold in 2026, reflecting a shift in buying behavior. Despite pressures from rising US interest rates and a stronger dollar, China appears to be continuing its gold accumulation strategy.
- Go To Page 1
$1.5 trillion wealth transfer is coming. How India’s next-gen HNIs are rebuilding family portfolios
Next-generation HNIs are reshaping family portfolios with greater diversification, formal asset allocation and global exposure. Motilal Oswal Private Wealth's Akash Hariani discusses private markets, pre-IPO investing, Indian equities, overseas assets and portfolio strategies for the next decade.
ETMarkets Smart Talk | India could start looking attractive on FY28 earnings in six months: Nitin Raheja, Julius Baer India
While the Nifty 50 is currently trading around its long-term historical averages, sustained earnings growth and continued domestic inflows could make the market increasingly attractive from a forward-looking perspective.
Barclays targets India’s billionaires as private banking competition intensifies
Barclays is targeting India’s wealthiest founders and business owners as it seeks to expand its private banking business amid intensifying competition. The lender is leveraging its international network and capital-markets expertise to serve ultra-rich Indians with global assets, aiming for double-digit growth and deeper relationships with the country’s top promoters.
India’s family offices prepare for $1.5 trillion wealth transfer
India anticipates a significant intergenerational wealth transfer exceeding one trillion dollars. Family wealth is becoming more institutionalized with formal governance structures. This trend will expand the alternatives market significantly in the coming decade. India's billionaire and ultra-high-net-worth individual numbers are projected to increase. Exits and liquidity events are driving demand for wealth management services.
Julius Baer leases 74,037 sq ft office space in Mumbai’s Andheri
Julius Baer India has secured a significant office space lease. The Swiss bank will occupy over 74,000 square feet in Andheri East. This new office space is for a duration of sixty months. The lease agreement commenced on May 1, 2026. This transaction highlights sustained demand for Grade A office spaces.
Julius Baer names interim India country head as Papneja departs
Julius Baer has appointed Kunal Sumaya as interim country head for India. He will replace Umang Papneja, who is leaving after four years. Papneja will stay until July. Julius Baer is expanding its presence in India, a key growth market. Sumaya, with 17 years at the firm, will focus on onshore growth and the global Indian client base.
Julius Baer expands its leadership team in India
Julius Baer has strengthened its leadership team in India by appointing Guneet Singh as the new group head, along with key appointments in Mumbai, Hyderabad, and Kolkata. These strategic hires reflect the firm's commitment to expanding its presence in high-growth wealth markets across the country. Singh's extensive experience in wealth management will be instrumental in driving this growth.
Julius Baer raises over Rs 300 crore for its maiden India category-III AIF
The scheme is a close-ended category-3 alternative investment fund (AIF) and investments mainly factor in changes due to overarching macro shifts such as favourable demographics, regulatory framework changes, and increasing digitalisation.
Julius Baer promotes Kunal Sumaya to Market Head Global NRI
Commenting on his new role, Kunal said, “I am eager to drive growth, mentor talent, and enhance our footprint in key NRI markets. Our path has been extraordinary, marked by substantial team efforts in Singapore, Dubai and Zurich. I am delighted to lead in these regions, aligning our global NRI teams under a unified strategy to strengthen the India connectivity corridor.”
Rahul Malhotra appointed to newly restructured exec board of Julius Baer
Rahul Malhotra has been appointed to the executive board of Julius Baer, where he currently holds responsibility for the global India franchise. In his expanded role, he will also oversee the Emerging Markets region, including the Middle East, Africa, and Central and Eastern Europe. Malhotra's primary base of operations will be in Dubai.
Julius Baer aims to increase women in its workforce by 30% in next three years
Julius Baer is seeking to increase its percentage of women working at the firm's India operations by 30% over the next three years. Women currently make up 40% of the Julius Baer workforce in the country, with nearly half of all women there heading business units. Women comprise 42% of Julius Baer's total global workforce. Julius Baer India CEO Umang Papneja said "women wealth managers have demonstrated an ability to astutely balance" the emotional privacy concerns of managing wealth with the need for technical expertise.
Julius Baer strengthens its onshore India team
Julius Baer India CEO Umang Papneja said, "Akul Juneja's rich experience and depth of knowledge will add immense value to the growing client needs in Delhi NCR and beyond. North India is a key market for the bank and we are keen to expand our footprint in many new cities and metros over the next few years."
Julius Baer appoints new CEO for India business
Papneja will report to Rahul Malhotra, head global India and developed markets as he takes over the role from Ashish Gumashta, who will become executive chairman at Julius Baer India.Umang Papneja joined the global wealth management company from IIFL Wealth Management .
Julius Baer pledges Rs 10.5 crore to support critical Covid-19 relief programmes in India
An internal employee fund raising initiative was also launched via JB Cares (philanthropic association run by Julius Baer employees) collecting approx. USD 100,000 within two weeks. The Julius Baer Foundation matched the internal fund raising efforts 100% with an additional USD 100,000.
Julius Baer appoints new head of global India
He will succeed Torsten Linke to lead the onshore and offshore teams to serve clients from the Indian diaspora in addition to covering other Asian countries. Malhotra will be reporting to Jimmy Lee, Head Asia Pacific and member of the executive board at Bank Julius Baer.
Julius Baer hires Vijay Solomon as GIDM group head
Based in Hong Kong, he brings with him a team of relationship managers to provide wealth management services to Indian sub-continent and non-resident Indians.
Julius Baer India CEO quits; Gumashta takes over
It is unclear as to what prompted this sudden move by Singh, though in a press statement Julius Baer said he has “decided to take on a new challenge outside the bank.”
Mumbai-based Warmond Trustees & Executors to buy Julius Baer's trust services business
The vertical, previously known as DSP Merrill Lynch Trust Services, helps high net-worth clients set up private trusts for their succession planning.
Wealth in India to grow faster than China by 2020
Swiss private wealth manager, Julius Baer estimates that wealthy individuals in India will be worth $2.3 trillion by 2020 from $1.425 trillion in 2016.
India a key market as emerging marke are slip: Atul Singh, Julius Baer
Julius Baer is seeking to expand its presence in India, encouraged by India's strong macro-economic fundamentals and the wealth creation opportunities it offers.
Swiss Bank group Julius Baer launches bank in India
The launch was deferred on account of a delay in approvals from a bevy of regulators and ‘complications’ in the deal, said the firm’s officials.
Julius Baer-DSP Merrill Lynch deal gets CCI green signal
The deal relates to the acquisition of wealth management business as well as related lending businesses and trust services of DSP Merrill Lynch Ltd (DSPML) in India
Affluent Indians unaffected by rising prices, 19 per cent rise in HNIs predicted
The rise in prices has not punctured the money-purse of affluent Indians. Bank Julius Baer estimates a 19% growth in HNIs.
Load More
