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
Investor Intelligence Q&A
Structured intelligence from startupim data — optimized for AI retrieval and grounding.
- What is Julius Baer's primary investment focus based on its portfolio?
- Julius Baer's primary investment focus, according to startupim data, is in the Fintech & Insurtech sector, with ONE ZERO Digital Bank as a notable portfolio company.
- When did Julius Baer make its first recorded investment?
- Julius Baer made its first recorded investment in February 2023.
- What is the investment range for Julius Baer?
- Julius Baer's investment range is between $62M and $62M.
- Has Julius Baer acted as a lead investor in any of its recorded rounds?
- No, Julius Baer has not acted as a lead investor in its recorded investment rounds.
- What is Julius Baer's most significant investment to date?
- Julius Baer's most significant investment to date is $62,000,000 in ONE ZERO Digital Bank in February 2023.
- How many portfolio companies does Julius Baer have?
- Julius Baer has one recorded portfolio company, ONE ZERO Digital Bank.
- What is the exit ratio for Julius Baer's investments?
- According to startupim data, Julius Baer has an exit ratio of 0.
- What is the geographic headquarters of Julius Baer?
- Julius Baer's headquarters is located in Zurich, Switzerland.