Grupo Julius Baer

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Grupo Julius Baer Overview

Type

Multi Family Office

Year Founded

1890

General Information

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.

Contact Information

Website:
https://www.juliusbaer.com/

Year Founded:
1890

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Zurich, Switzerland

Portfolio & Notable Allocations


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Grupo Julius Baer | Zurich Multi Family Office | Altss