Julius Baer
Switzerlandjuliusbaer.com
Overview
Julius Baer is a leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management . The firm provides investment management, real estate financing, wealth management, and select offerings in sales and trading based on an open and managed architecture . The company offers bonds, equities, fixed income, alternative investments, and international investments . Its service offerings include discretionary wealth management, non-traditional investment funds and commodities, investment solutions, securities trading, foreign exchange, and precious metal trading .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| ONE ZERO | Oct 2024 | Early Funding | Co-investor |
| ONE ZERO | Feb 2023 | VC Round | Co-investor |
| AMINA Bank | Jan 2022 | Series C | Co-investor |
| ONE ZERO | Dec 2021 | Series A | Lead |
| Aqilliz | Aug 2020 | Seed | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.