SCB Julius Baer
SCB Julius Baer is a Thai pure-play private bank, jointly owned by Siam Commercial Bank and Julius Baer, delivering wealth management, wealth planning, and additional advisory services to Thailand's ultra high net worth and high net worth individuals and families through dedicated relationship managers and an open-architecture investment platform.
- Company typePrivate
- Founded-
- HeadquartersBangkok, Thailand
- Headcount101–250
- GTM typeB2C
- OfferingServices
What SCB Julius Baer does
SCB Julius Baer is a Thailand-domiciled, pure-play private bank structured as a joint venture between Siam Commercial Bank (SCB, Thailand's first bank, established 1906) and Julius Baer (Swiss private banking group founded 1890, operating 60+ offices globally). The legal entity, SCB-Julius Baer Securities Company Limited, is SEC-licensed (license 0000028641) and headquartered at No. 801 Sukhumvit Road, Bangkok, with a regional subsidiary in Singapore. The firm employs 101-250 staff and serves Thailand's ultra high net worth and high net worth individuals, plus multi-generational families, exclusively through wealth management services.
The product platform is organized into three pillars. Wealth Management comprises investment advisory, discretionary mandates, structured products, foreign exchange and precious metals trading, private markets offering, fund offerings (800+ approved funds), and securities execution, supported by in-house research across economics, strategy, currencies, fixed income, equities, and commodities. Wealth Planning delivers holistic services including wealth structuring, succession planning, retirement planning, philanthropy advisory, and wealth accumulation. Additional Services integrate real estate financing, Lombard lending, FX hedging, digital banking, and SCB banking privileges through shareholder channels. Distribution is delivered via dedicated relationship managers conducting one-on-one enterprise field sales, supplemented by an event-driven GTM model using market outlook seminars and the Wealth Planning Series.
The revenue model combines subscription/recurring streams (wealth management advisory fees, discretionary mandate fees) with transaction-based streams (securities execution, FX, structured products) and professional services fees (wealth planning). Pricing is quote-based and undisclosed, tailored to individual client needs with annual billing cadence. Marketing channels emphasize thought leadership through the Global Wealth and Lifestyle Report, Family Barometer Report, Investment Series video content, and exclusive seminars. The firm maintains PDPA compliance and SOC-style security controls (intrusion detection, double firewall, 128-bit SSL encryption), and has earned consecutive Euromoney, Asian Private Banker, and Asiamoney awards from 2022 through 2026 across categories including Best Pure Play Private Bank, Best International Private Bank, Best for High-Net-Worth, Best for Succession Planning, and Best for Investment Research in Thailand.
SCB Julius Baer firmographics
Firmographics- Name
- SCB Julius Baer
- Legal name
- SCB-JULIUS BAER SECURITIES COMPANY LIMITED
- Website
- https://scbjuliusbaer.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- SCB Julius Baer is a Thai pure-play private bank, jointly owned by Siam Commercial Bank and Julius Baer, delivering wealth management, wealth planning, and additional advisory services to Thailand's ultra high net worth and high net worth individuals and families through dedicated relationship managers and an open-architecture investment platform.
- Ownership category
- akta.pro rank
SCB Julius Baer industry classification
Industry- Product category
- Private Banking and Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Offshore & International Private Banking (FSAAABAB), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking Cross-Border & International Wealth Services (FSABADAL)
Keywords
Where SCB Julius Baer is headquartered
LocationHeadquarters
- HQ city
- Bangkok
- HQ country
- Thailand
- HQ region
- Asia
Offices1 record
Markets served
SCB Julius Baer business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Wealth Management Advisory Fees: Fees generated from providing investment advisory services to clients, including access to Julius Baer's global research and investment expertise.
- Discretionary Mandate Management: Professional investment management services where client portfolios are managed based on agreed investment strategies and risk profiles.
- Transaction and Execution Fees: Fees from securities execution, foreign exchange transactions, structured products, and other investment transactions executed on behalf of clients.
- Wealth Planning Services: Fees from comprehensive wealth planning services including succession planning, wealth structuring, and financial planning.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Personalized wealth management services tailored to individual client needs |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
SCB Julius Baer product offering
Product offeringCore offering
SCB Julius Baer provides comprehensive wealth management services to Thailand's high-net-worth and ultra-high-net-worth individuals through three core pillars: Wealth Management (investment advisory, discretionary mandates, structured products, and access to 800+ approved funds across global markets), Wealth Planning (succession, retirement, wealth accumulation, and philanthropy advisory), and Additional Services (real estate financing, Lombard lending, FX hedging, and digital banking privileges). Services are delivered via dedicated relationship managers combining local Thai market expertise with Julius Baer's global private banking capabilities.
Product overview
SCB Julius Baer is a pure-play wealth management firm operating as a joint venture between Siam Commercial Bank and Julius Baer. The company offers an integrated platform comprising three core service pillars: Wealth Management (investment advisory, discretionary mandates, structured products, and access to over 800 funds across equities, fixed income, currencies, commodities, and private markets), Wealth Planning (succession planning, retirement preparation, wealth structuring, and philanthropy advisory), and Additional Services (real estate financing, Lombard lending, FX hedging, and digital banking through shareholder partnerships). The firm also provides life goal-focused services for succession, retirement, and wealth accumulation. Research and educational content including the Global Wealth and Lifestyle Report, Family Barometer Report, and Investment Series video content support client advisory. The company targets Thailand's high-net-worth and ultra-high-net-worth individuals with globally benchmarked wealth management solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Comprehensive wealth management service providing personalized investment solutions, open product architecture with access to global markets, and discretionary mandates through investment advisory for high-net-worth individuals in Thailand.
- Investment Advisory Advisory service providing customized investment ideas and strategic advice while maintaining full client control over investment decisions. Clients access the full range of Julius Baer's advisory expertise and solutions to navigate dynamic financial markets.
- Discretionary Mandates Professional investment management service where the firm manages day-to-day investment decisions based on client objectives and risk appetite, allowing clients to focus on the big picture while trusted financial professionals handle portfolio execution.
- Wealth Planning Holistic wealth planning service including wealth structuring, succession planning, financial planning, and philanthropy advisory for long-term wealth preservation and transfer across generations.
- Succession Planning Comprehensive estate planning and intergenerational wealth transfer service ensuring smooth transition of assets to next generations for Thai high-net-worth families.
- Retirement Planning Personalized retirement preparation service including wealth preservation strategies and pension planning for individuals looking to preserve their wealth through retirement.
- Wealth and Accumulation Investment strategy service for wealth accumulation through access to international investment opportunities and global market diversification for clients seeking to grow their wealth across borders.
- Additional Services Supplementary wealth management services including real estate financing, Lombard lending, FX hedging, digital banking, and SCB banking privileges accessible to high-net-worth clients through the firm's shareholders Julius Baer and Siam Commercial Bank.
- Structured Products Customizable financial instruments on an open product platform offering pricing and execution capabilities through both in-house and selected third-party solutions, providing a versatile alternative to direct financial assets.
Quantifiable outcome
- Double-digit growth in Wealth Planning services in 2025
Companies that use SCB Julius Baer
Customer profileSegments3 records
Ideal customer profiles3 records
SCB Julius Baer technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
SCB Julius Baer partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered key, supporting and core.
- Baker McKenziekeyBaker McKenzie is a key collaborator in SCB Julius Baer's Wealth Planning Series educational program. The international law firm provides legal and tax planning expertise to help ultra-high-net-worth families navigate complex wealth structures, succession planning, and regulatory considerations across multiple jurisdictions.
- Family Business AsiasupportingFamily Business Asia collaborated with SCB Julius Baer on the Wealth Planning Series to share global perspectives on family governance, succession challenges, and professionalisation of family offices among Thai families.
- Julius Baer FoundationsupportingThe Julius Baer Foundation, established in 1965, focuses on reducing wealth inequality by supporting initiatives that bring people together across the wealth spectrum. The foundation collaborates with SCB Julius Baer on philanthropy education and multi-generational wealth planning discussions.
- Siam Commercial Bank (SCB)coreSiam Commercial Bank is the local Thai partner in the SCB Julius Baer joint venture. SCB brings local market expertise, extensive branch network in Thailand, and deep understanding of Thai clients. As Thailand's first bank (established 1906), SCB provides credibility and local market access that complements Julius Baer's global wealth management capabilities.
- Julius BaercoreJulius Baer is the global private banking partner in the SCB Julius Baer joint venture. Founded in 1890 in Zurich, Switzerland, Julius Baer brings world-class global wealth management expertise, international investment research, and Swiss private banking heritage to the partnership. The firm operates in 60+ offices globally and provides access to global investment products and solutions.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
SCB Julius Baer competitors and assessment
Company assessmentDirect peers
- Bangkok Bank Private Banking: Thailand's largest domestic bank operating a private banking division targeting HNW clients with wealth advisory, portfolio management, and succession services. A direct local competitor with deep Thai client relationships, though broader in scope than SCB Julius Baer's pure-play wealth focus.
- Standard Chartered Priority Private (Thailand): International bank offering Priority Private banking services in Thailand with discretionary portfolio management, wealth planning, and international investment access targeting affluent and HNW segments. Comparable through cross-border private banking model and international product platform.
- Kasikornbank Private Banking: Major Thai bank with a private banking unit offering wealth management, investment advisory, and portfolio services to affluent Thai clients. Competes for the same domestic HNW segment with strong local distribution, though without the international JV heritage that differentiates SCB Julius Baer.
- UOB Privé (Thailand): Singapore-headquartered UOB group's private bank operating in Thailand for HNW/UHNW clients with wealth advisory, discretionary mandates, and cross-border ASEAN solutions. A directly comparable regional private bank targeting similar segments with an open-architecture product shelf.
- HSBC Private Banking Thailand: International private banking competitor serving Thailand HNW/UHNW clients with global investment access, advisory mandates, and wealth planning. Directly competes for the same Thai HNW segment using a similar cross-border, open-architecture model anchored by a global parent bank.
Emerging players
- Lombard Odier (Asia): Swiss boutique private bank with Asia presence serving UHNW clients with discretionary mandates, wealth planning, and open-architecture solutions. Highly comparable in boutique Swiss heritage, pure-play wealth model, and target UHNW segment, though smaller Asia footprint than SCB Julius Baer.
Broad incumbents
- Julius Baer: Global Swiss private banking parent of SCB Julius Baer. Comparable through shared wealth management DNA, investment advisory and discretionary mandate capabilities, and use of the same research platform; differs in operating at global scale across 60+ offices versus the JV's Thailand boutique focus.
- Siam Commercial Bank Private Banking: Parent SCB's broader wealth/private banking division that includes but is not limited to the SCB Julius Baer JV. Comparable through shared Thai client base, brand heritage, and branch distribution, while operating as part of a full-service universal bank versus the JV's pure-play model.
- Deutsche Bank Wealth Management Thailand: Global private bank's Thailand presence providing wealth management, advisory, and family office services to UHNW clients. Comparable through international pedigree and access to global investment solutions, though broader in scope as part of a full-service global bank.
Regional players
- CIMB Private Banking Thailand: ASEAN-headquartered bank's Thai private banking franchise offering wealth management and advisory to HNW clients. Comparable via ASEAN regional banking heritage and cross-border solutions, though with a broader regional rather than pure-play Thai HNW focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
SCB Julius Baer social profiles
Digital presenceSCB Julius Baer compliance and trust
Trust signalCompliance3 records
SCB Julius Baer financial estimates
Financial estimateRevenue estimate
Valuation estimate
SCB Julius Baer leadership team
Management profileNumber of profiles
Profiles5 records
SCB Julius Baer subsidiaries and ownership
Company hierarchySubsidiaries1 record
SCB Julius Baer funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SCB Julius Baer M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SCB Julius Baer
What does SCB Julius Baer do?
SCB Julius Baer provides comprehensive wealth management services to Thailand's high-net-worth and ultra-high-net-worth individuals through three core pillars: Wealth Management (investment advisory, discretionary mandates, structured products, and access to 800+ approved funds across global markets), Wealth Planning (succession, retirement, wealth accumulation, and philanthropy advisory), and Additional Services (real estate financing, Lombard lending, FX hedging, and digital banking privileges). Services are delivered via dedicated relationship managers combining local Thai market expertise with Julius Baer's global private banking capabilities.
Is SCB Julius Baer a public or private company?
SCB Julius Baer is a private company. It is classified as corporate owned and is currently operating.
When was SCB Julius Baer founded?
SCB Julius Baer was founded in -1. It employs 101 to 250 people.
Where is SCB Julius Baer based?
SCB Julius Baer is headquartered in Bangkok, Thailand, in the Asia region.
How does SCB Julius Baer make money?
Four revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are discretionary Mandate Management, transaction and Execution Fees and wealth Planning Services.
Who are SCB Julius Baer's main competitors?
Direct peers on record are Bangkok Bank Private Banking, Standard Chartered Priority Private (Thailand), Kasikornbank Private Banking, UOB Privé (Thailand) and HSBC Private Banking Thailand. Lombard Odier (Asia) is listed as an emerging player. Broad incumbents are Julius Baer, Siam Commercial Bank Private Banking and Deutsche Bank Wealth Management Thailand. CIMB Private Banking Thailand is listed as a regional player.
Does SCB Julius Baer have an API?
No public API is recorded for SCB Julius Baer.
What industry is SCB Julius Baer in?
SCB Julius Baer's product category is Private Banking and Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAABAB, Offshore & International Private Banking. Its NAICS code is 523940 and its SIC code is 6282.