Grupo Julius Baer
Grupo Julius Baer is a multi-family office headquartered in Sao Paulo. As part of a global financial group with a longstanding presence in private banking, the office serves families seeking comprehensive wealth management and advisory solutions.
Grupo Julius Baer
Grupo Julius Baer is a multi-family office headquartered in Sao Paulo. As part of a global financial group with a longstanding presence in private banking, the office serves families seeking comprehensive wealth management and advisory solutions. Its team provides tailored strategies across asset classes, succession planning, and governance—supports clients in preserving and growing capital across generations.
General information
Firm type
Multi Family Office
Year founded
1890
AUM
—
Location
Region
Europe
Country
—
City
Zurich
Corporate office
—
Frequently asked questions
What is Grupo Julius Baer?
Grupo Julius Baer is a multi family office headquartered in Zurich.
When was Grupo Julius Baer founded?
Grupo Julius Baer was founded in 1890.
Where is Grupo Julius Baer headquartered?
Grupo Julius Baer is headquartered in Zurich, in the Europe region.
What does Altss track for Grupo Julius Baer?
Altss maintains an OSINT-verified profile of Grupo Julius Baer covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Grupo Julius Baer's website?
Grupo Julius Baer's public website is www.juliusbaer.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Grupo Julius Baer?
Grupo Julius Baer is classified by Altss as a Multi Family Office within the Europe region.
How does Altss source intelligence on Grupo Julius Baer?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Grupo Julius Baer?
Grupo Julius Baer's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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