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.