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Julius Baer
AddedFeb 15, 2024
UpdatedJul 2, 2026
Julius Baer

Julius Baer

Operating

Swiss-based Julius Baer & Co. AG provides private banking, wealth management, and investment advisory services globally.

Location
Zürich, Zürich, CH
Founded
1890
Firm
Compare
Portfolio
Employees
Website

Julius Baer is a Swiss-based global wealth manager specializing in private banking, investment advisory, and wealth management services. The firm focuses on helping individuals and institutions achieve their financial goals, offering tailored solutions for various needs including company startups, retirement planning, and estate management.

Notable portfolio companies include Moderna, a biotechnology company that has raised significant funding. Julius Baer's approach emphasizes long-term asset management and personalized expert guidance. The firm's global presence allows it to serve a diverse clientele, leveraging its expertise to provide comprehensive financial solutions across different markets and investment stages.

Julius Baer - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments2
Current Portfolio Count2
Total Portfolio Exits0

Top Investment Stages

Series B1 (50.0%)
Series G1 (50.0%)

Stage Mix

Series B 50%Series G 50%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Moderna logo

Moderna

apps4biz.com logo

apps4biz.com

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Julius Baer - Classification

Also Known As
  • Bank Julius Baer & Co. Ltd.
NAICS
  • 520000Finance and Insurance
  • 522000Credit Intermediation and Related Activities
  • 522100Depository Credit Intermediation
  • 522110Commercial Banking
SIC
  • 6000Depository Institutions
  • 6020Commercial Banks