Julius Baer Group Ltd

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Lobbying Governance

Overall Assessment	Analysis	Score
Limited	Julius Baer Group discloses only limited information about how it governs its public-policy engagement. The sole relevant statement we found is the affirmation that the organisation has a "public commitment or position statement to conduct your engagement activities in line with the goals of the Paris Agreement […] Yes", which indicates an intention to align its advocacy with climate goals. However, no accompanying detail is provided on the mechanisms or structures that would translate this commitment into practice: the evidence does not identify a board committee, executive, or other body responsible for reviewing lobbying, nor does it describe any process for monitoring, auditing, or correcting the company’s direct or indirect lobbying positions. Other governance disclosures relate to the Julius Baer Foundation’s philanthropic project selection—“The Foundation is governed by the Foundation Board… In quarterly meetings, the Board selects the projects to be supported”—but this concerns charitable giving rather than political lobbying and therefore does not demonstrate a lobbying-governance framework. Consequently, while the company signals intent to align engagement with the Paris Agreement, it does not disclose how it ensures or oversees such alignment, and we found no evidence of trade-association reviews, escalation steps, or climate-lobbying audits. View Sources	1

Lobbying Transparency

Overall Assessment	Analysis	Score
Limited	Julius Baer discloses a single, clearly identified engagement on climate policy—the Swiss Government’s “Swiss Climate Scores” initiative—demonstrating some specificity about the public-policy arena in which it is active. The bank explains that it “engaged through the consultation process,” and identifies the target of this activity as the policymakers responsible for developing the Swiss framework, providing one concrete example of both mechanism and audience for its lobbying. It also states that it sought to “support the Swiss Climate Scores policy without exceptions,” signalling the precise outcome it advocated. While this information shows the company is willing to reveal one concrete instance of climate-policy lobbying, it does not extend its disclosure to any other policies, additional methods of engagement, or further objectives, leaving the overall transparency limited.	1