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Grupo Julius Baer
Grupo Julius Baer traces its origins to the 1890 founding of the Swiss private bank. Its Brazilian family-office unit, now under Fernando Vallada as CEO and...
Grupo Julius Baer
Grupo Julius Baer traces its origins to the 1890 founding of the Swiss private bank. Its Brazilian family-office unit, now under Fernando Vallada as CEO and Paulo Miguel as CIO, functions as a multi-family office serving clients primarily in South America. The office allocates across private equity, real estate, hedge funds, direct co-investments, and digital assets. It maintains exposure to buyout, growth, and early-stage opportunities in Energy Transition & Renewables, AgriTech & FoodTech, FinTech, and PropTech. Geographic reach spans South America, North America, Europe, Asia, and Africa. Confirmed holdings include positions in Development Real Estate Funds in Brazil and the Julius Baer Art Collection. The firm employs an 11,000-million-USD AUM platform. In Q1 2025 Banco BTG Pactual acquired the Brazilian family-office operations. Adjacent vehicles include the Julius Baer Foundation and the firm's participation in the GRI Club through Paloma Piacentini. The structure combines a listed Swiss banking parent with a locally staffed family-office team that executes direct deals and maintains separate philanthropic and real-asset arms.
General information
Firm type
Multi Family Office
Year founded
1890
AUM
11000 (Altss estimate)
Location
Region
Europe
Country
Brazil
City
Sao Paulo
Corporate office
Sao Paulo, Brazil
Principals
Fernando Vallada
CEO of Julius Baer Family Office Brazil
Paulo Miguel
Chief Investment Officer of Julius Baer Family Office Brazil
Sector focus
Frequently asked questions
Who runs investment decisions at Grupo Julius Baer?
Fernando Vallada serves as CEO and Paulo Miguel serves as Chief Investment Officer of the Brazilian family office unit.
Does Grupo Julius Baer participate in fund commitments or only direct deals?
The office executes both fund commitments and direct co-investments or SPVs across private equity, real estate, and digital assets.
What investment stages does Grupo Julius Baer typically target?
The firm targets buyout, growth, and early-stage opportunities.
Where does Grupo Julius Baer maintain investment exposure?
The office invests across South America, North America, Europe, Asia, Africa, and the Middle East.
How is Grupo Julius Baer related to Banco BTG Pactual?
Banco BTG Pactual acquired the Brazilian family office operations in Q1 2025.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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