# Grupo Julius Baer

Grupo Julius Baer is a Multi Family Office based in Sao Paulo, Brazil.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sao Paulo, Brazil
- **Region:** Europe
- **Address:** Sao Paulo, Brazil
- **Founded:** 1890
- **Assets under management:** 11000 (Altss estimate)
- **Website:** juliusbaer.com
- **LinkedIn:** https://www.linkedin.com/company/julius-baer

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Energy Transition & Renewables
- AgriTech & FoodTech
- Digital Health
- Healthcare Services
- FinTech
- Mobility & Transportation
- PropTech
- RegTech
- Data Analytics

## People

- Fernando Vallada — CEO of Julius Baer Family Office Brazil
- Paulo Miguel — Chief Investment Officer of Julius Baer Family Office Brazil

## 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.

## Related profiles

- [Cambuhy Investimentos](https://altss.com/profile/cambuhy-investimentos-moreira-salles-family-office)
- [Cohen Family Office](https://altss.com/profile/cohen-family-office)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/grupo-julius-baer

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology