Julius Baer Group

General contacts

Investor type

Founded

1890

AUM

$603 M

Location

Zurich, Zurich, Switzerland

Investment Ticket

$10-50 m

Investment Stage

Series B Late Stage (Series C+)

Region of investment

Europe North America Middle East Asia

Investor profile last updated: 21 August, 2026

Profile

Julius Baer Group is a wealth management firm headquartered in Zurich, Switzerland, established in 1890. The firm operates globally, providing wealth management services to private clients, family offices, and independent asset managers. With a team of 7,500 professionals, Julius Baer is recognized for its client-centric approach and robust financial base, making it a leader in the wealth management sector.

The firm focuses on wealth management services, including asset management and financial planning. Julius Baer operates independently across its business activities, offering a range of investment services and products tailored to meet diverse client needs. The firm does not specify a typical check size or investment stage, as it primarily serves as a wealth management provider rather than a traditional venture capital or private equity investor.

Julius Baer has made notable commitments to funds managed by firms such as Tenity and Oaktree Capital Management. The firm is also involved in various strategic partnerships and collaborations to enhance its service offerings and maintain its position as a leading wealth management provider.

Industry

Financial Services Fintech Food and Beverage Foodtech Healthcare Services Media and Entertainment Real Estate HealthTech SaaS Security Software

Julius Baer Group Funds

Name	Type	Industry	Stage	Region	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

Name

Title

Social Networks

Chaitanya Wagh Executive Director - Information Technology

Executive Director - Information Technology

c•••@•••

Rajiv Gupta Managing Director

Managing Director

r•••@•••

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Investment-team contacts for Julius Baer Group — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
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Contacts sourced from the firm's website and LinkedIn, re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

FAQs about Julius Baer Group

Is Julius Baer Group a venture capital or private equity firm?

Julius Baer Group is a private equity firm. It backs companies at Series B and Late Stage (Series C+), writing tickets of $10-50 m.

Where is Julius Baer Group located?

Julius Baer Group is located in Zurich, Zurich, 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 Europe, North America, Middle East, Asia.

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

What are the contacts of Julius Baer Group?

Julius Baer Group can be reached through its website juliusbaer.com, its LinkedIn page and its X account. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Julius Baer Group — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

Can I access Julius Baer Group data via API or MCP?

Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query Julius Baer Group directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.

When was the Julius Baer Group profile last updated?

Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 21 August, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.