Case Study: Julius Baer achieves digitalization and enhanced derivatives offerings with Murex's MX.3 platform

Julius Baer Empowers Digitalization, Enhances Derivatives Offerings with Murex

Julius Baer, a Swiss private bank serving thousands of clients with complex, bespoke investment solutions, sought to digitalize and broaden its derivatives offerings—particularly in FX cash, FX options and precious metals—while giving sales and relationship managers real‑time visibility into client portfolios. To meet these challenges the bank partnered with Murex and adopted the MX.3 platform to support trade life‑cycle management, real‑time portfolio and risk monitoring, and a rich library of standardized and user‑definable payoffs.

Murex implemented MX.3 (including Clientbook and LiveBook capabilities), delivering real‑time dashboards, in‑memory caching, continuous pricing and risk engines, pre‑deal limit checks and APIs for portal integration. The result was significantly improved trading and risk management processes—“massively improved” risk metrics for FX/precious metal OTC options and structures, better control of settlement and lifecycle risk, scalable performance across tens of thousands of positions, and a notable reduction in operating costs, according to Julius Baer.

Julius Baer

Christoph Kummli

Head of Markets Trading