Julius Baer

VC

Family Office Active Colombia Est. 1890
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Last updated 2026-06-18
Portfolio
0
in our dataset
Rounds participated
0
Rounds led
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Rounds' value
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total disclosed, rounds participated
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About

Julius Baer Family Office provides high-level, personalized financial services that cater to the needs of affluent families. These services include wealth management, strategic investment planning, and comprehensive advisory solutions designed to preserve and grow wealth across generations. The firm's approach integrates traditional private banking expertise with modern financial strategies, ensuring a tailored experience. The Julius Baer Group is present in over 60 locations worldwide, including Zurich (Head Office), Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv, and Tokyo.

Portfolio

No portfolio companies in this dataset yet.

Investment activity

Portfolio by sector

Fintech & Insurtech1

Q&A

What is Julius Baer's primary investment focus?
Julius Baer operates as a family office providing high-level, personalized financial services, including wealth management and strategic investment planning.
Which sector does Julius Baer primarily invest in?
Julius Baer has shown a focus on the Fintech & Insurtech sector, with one recorded investment in this area.
Can you name a notable portfolio company of Julius Baer?
ONE ZERO Digital Bank is a notable portfolio company of Julius Baer, which operates in digital private banking.
When did Julius Baer make its most recent recorded investment?
Julius Baer made a recorded investment in February 2023.
Where is Julius Baer headquartered?
Julius Baer's headquarters is located in Colombia.
Who is the CEO of Julius Baer Financial Services (Israel)?
Sigal Shapira serves as the CEO of Julius Baer Financial Services (Israel).
What is the investment range for Julius Baer?
Julius Baer's investment range is between $62M and $62M.
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