Julius Baer

Julius Baer is a Swiss multinational private banking and financial services firm specializing in wealth management, investment advisory services, real estate financing, and selective trading services.

Family Office Active Bogotá, Colombia Est. 1890
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Last updated 2026-07-20
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About

Julius Baer is a Swiss multinational private banking and financial services firm headquartered in Zurich, Switzerland. It specializes in wealth management, investment advisory services, real estate financing, and selective trading services. The company was founded in 1890 and has a global presence with over 60 locations in more than 25 countries. Julius Baer Financial Services (Israel) Ltd. is licensed by the Israel Securities Authority to provide investment marketing and portfolio management services and has a representative office in Tel Aviv.

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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