Group Julius Bär Gruppe AG

Acts as an Umbrella Fund

Provides investment advisory and wealth management services

Acts as Open-End Investment Fund/Unit Trust

Acts as Hedge Fund

Open-End Investment Fund/Unit Trust

JBI seeks to provide holistic, tailor-made solutions to meet the needs and objectives of their clients. Core to their financial counseling is a comprehensive knowledge and understanding of their clients' objectives. Then, the firm's structured decision-making process is shaped through the expertise of their groups' financial services knowledge and interdisciplinary teams of specialists. JBI draws on a broad range of in-house services and products as well as from external specialists to add value to the individual solutions on behalf of their clients.

Functions as an open-end investment fund

Acts as Open-End Investment Fund/Unit Trust

Functions as an open-end investment fund

Functions as an open-end investment fund

Acts as Open-End Investment Fund/Unit Trust

Functions as a venture capital fund

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Functions as an open-end investment fund

Provides investment services

Provides investment services

Provides investment services

Functions as a investment holdings company

Operates as a dormant company

Engages in production of music

Operates as a non-classifiable establishment

Provides information technology consultancy services

Provides investment services

Operates as a nonclassified establishment

Provides investment services

Julius Baer-SG distinguishes their services between five mandate types: globally diversified; regionally focused; asset-classic-specific; modular; and sustainability. The firm uses a holistic approach in managing their client’s wealth.

Engages in labor recruitment

Operates as venture capital firm

Julius Baer-Hong Kong is an active manager which utilizes their entire platform to generate value for clients. The firm emphasizes long-term planning but understands the need to be responsive to offer short-term solutions when appropriate.

Provides investment services

Operates as a dormant company

Functions as a pension/retirement fund

Provides investment services

Functions as an investment holding company

Provides investment services

Operates as a dormant company

Provides grant making services

Operates restaurants

Provides investment services

Provides investment services

Provides investment advice

Functions as an investment holding company

Operates as a dormant company

Provides investment services

Operates dental hospital

Julius Baer India’s activities are centered on the deep understanding of client’s needs in respect to wealth accumulation, wealth preservation and wealth transfer to next generations. Based on the client’s unique situation, the firm deploys a holistic advisory approach to systematically derive the appropriate financial solutions encompassing wealth planning, wealth management and wealth financing.

Provides financial services

Provides investment services

Julius Bär Germany’s activities are centered on the deep understanding of client’s needs in respect to wealth accumulation, wealth preservation and wealth transfer to next generations. Based on the client’s unique situation, the firm deploys a holistic advisory approach to systematically derive the appropriate financial solutions encompassing wealth planning, investing and financing.

Acts as Hedge Fund

Kairos aims to generate positive absolute returns in any market condition, through active and dynamic management and focused risk control. The firm considers clients’ needs and looks to the future with the aim of anticipating new trends and understanding their implications, to constantly offer long-term investment solutions proposals of value.

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Provides banking services

Functions as an investment holding company

Provides administration trust services

Operates as private equity firm

Julius Baer WM Monaco employs a client-centric approach and seeks to create value beyond wealth.

BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way.

Provides investment advice