Julius Baer CFO Evie Kostakis to Step Down After Orchestrated Handover

Julius Baer Group Ltd ( (CH:BAER) ) has shared an announcement.

Julius Baer Group announced that Chief Financial Officer Evie Kostakis will step down from her role to take on a new international leadership position, following an orderly handover expected in the second half of 2026. She will remain with the wealth manager until the end of 2026 to ensure a smooth transition, with a successor to be named once the ongoing search process is completed.

Chief Executive Officer Stefan Bollinger praised Kostakis’s 13-year tenure, highlighting her role in optimising the group’s strategic footprint, boosting operational efficiency and strengthening its investor base. Under her leadership, Julius Baer diversified its funding profile, accelerated digital transformation in finance and built a high-performing finance organisation, developments that the bank says have been crucial in positioning it for long-term success.

The leadership change comes as Julius Baer continues to emphasise its global wealth management ambitions and scale, with its extensive international network and substantial assets under management underscoring its competitive standing. The planned, long-term transition is designed to minimise disruption for clients and investors while maintaining the strategic course set in recent years, suggesting continuity in the group’s financial and operational priorities.

The most recent analyst rating on (CH:BAER) stock is a Hold with a CHF64.00 price target. To see the full list of analyst forecasts on Julius Baer Group Ltd stock, see the CH:BAER Stock Forecast page.

More about Julius Baer Group Ltd

Julius Baer Group Ltd. is a leading Swiss wealth management group and premium global brand focused on providing personalised care and advisory services to sophisticated private clients. With CHF 521 billion in assets under management at the end of 2025 and a presence in about 25 countries, the Zurich-headquartered bank positions itself as an international reference in wealth management, backed by an open product platform and solid financial base.

Its main operating entity is Bank Julius Bär & Co. AG, a private bank with origins dating back to 1890, while the group’s shares trade on the SIX Swiss Exchange and are included in the Swiss Leader Index of the 30 largest and most liquid Swiss stocks. The firm serves clients from around 60 locations worldwide, including major financial centres such as London, Hong Kong, Singapore, Dubai and New York, leveraging an entrepreneurial management culture to support its client-centric strategy.

Average Trading Volume: 541,188

Technical Sentiment Signal: Strong Buy

Current Market Cap: CHF12.6B

For a thorough assessment of BAER stock, go to TipRanks’ Stock Analysis page.