Julius Baer Group
General contacts
Investor type
PE
Founded
1890
AUM
$603 M
Location
Zürich, Zürich, Switzerland
$10-50 m
Investment Ticket
3-5 years
Investment Horizon
Series B,
Late Stage (Series C+)
Investment Stage
Sale to strategic investor,
IPO,
Mergers and Aquisitions,
Pre-agreed exit,
Add-on acquistions
Exit Strategy
Investor profile last updated: 27 July, 2026
Profile
Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.
Industry
Region of investment
Julius Baer Group Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Julius Baer India Equity Fund I
|
Private Equity (PE)
|
Financial Services
Fintech
Food and Beverage
Foodtech
Healthcare Services
Media and Entertainment
Real Estate
HealthTech
|
Series B
Late Stage (Series C+)
|
North America
Europe
|
$5-10 m
|
$36 M
|
January 2024
|
|
Julius Baer offshore India Equity Fund I
|
Venture Capital (VC)
|
Financial Services
Fintech
Food and Beverage
Foodtech
Real Estate
SaaS
Security
Software
|
Pre-seed
Seed
|
North America
Europe
|
$5-10 m
|
$167 M
|
October 2023
|
Contacts
Upgrade to see contacts
Name
Title
Email
Social Networks
If there are no contacts of this investor, please write to us, we will try to find them as
soon as possible and get back
to you!
FAQs about Julius Baer Group
Where is Julius Baer Group located?
Julius Baer Group is located in Zürich, Zürich, Switzerland.
When was Julius Baer Group founded?
Julius Baer Group was founded in 1890.
What sectors and industries does Julius Baer Group invest in?
Julius Baer Group invests in companies and startups in Financial Services, Fintech, Food and Beverage, Foodtech, Healthcare Services, Media and Entertainment, Real Estate, HealthTech, SaaS, Security, Software.
What is Julius Baer Group geographical focus of investments?
Julius Baer Group invests in companies and startups in North America, Europe.
At what stages of companies and startups does Julius Baer Group typically invest in?
Julius Baer Group invests in companies and startups at Series B, Late Stage (Series C+).
What is the usual amount of Julius Baer Group investment?
Julius Baer Group usually invests $10-50 m on average.
What is the amount of assets of under management (AUM) for Julius Baer Group?
Julius Baer Group has around $603m assets under management.
When was Julius Baer Group last fund created?
Julius Baer Group last fund was created/launched in 2024-01-20