Julius Baer Group Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1890

Year Founded

  • Professionals
  • 7,500

Professionals

  • AUM

  • Commitments
  • 2

Julius Baer Group General Information

Description

Julius Baer Group (Julius Baer) is a wealth management firm based in Zurich, Switzerland. Established in 1890, the firm focuses on the demands of private clients, family offices, and independent asset managers from around the world. The group is completely independent in every aspect of its business, from the business model and sound financials to the investment management, open product platform, and expert research. The assets of the firm are managed and governed by the executive management team.

Contact Information

Year Founded
1890
Commitment Size
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Executive Director, Investment Professional Private Markets
Email
ra
Phone
+41 058
Corporate Office
  • Bahnhofstrasse 36
  • 8010 Zurich
  • Switzerland
+41 058

Julius Baer Group Commitments (2)

Julius Baer Group's most recent commitment was for from , managed by Unigestion. The commitment was made on .

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
Unigestion Geneva, Switzerland 2010
Tenity Zurich, Switzerland
To view Julius Baer Group’s complete commitments history, request access »

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Julius Baer Group Commitment Analytics

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Julius Baer Group Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Affiliates

Subsidiaries (4)

Name Industry Location Year Founded
Julius Baer Brazil Wealth Management and Securities Consulting Sao Paulo, Brazil 2005
Julius Baer Real Estate Zurich, Switzerland 1989
Julius Baer Group (Brazilian business) Sao Paulo, Brazil
Bank Julius Baer Private Equity Zurich, Switzerland

Julius Baer Group FAQs

  • When was Julius Baer Group founded?

    Julius Baer Group was founded in 1890.

  • Where is Julius Baer Group headquartered?

    Julius Baer Group is headquartered in Zurich, Switzerland.

  • How many Assets Under Management (AUM) does Julius Baer Group have?

    Julius Baer Group has in assets under management.

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