← Embedded Finance Index 2026

Julius Baer Brasil

“Can Julius Baer consolidate high-net-worth wealth management in Brazil under one global brand?”

Founded1999
HQSão Paulo, Brazil
IndustryFintech / Investment

The story

Julius Baer Brasil is the Brazilian arm of Swiss wealth manager Julius Baer Group. Rooted in two Brazilian wealth firms (GPS and RELIANCE) with 20+ years of history, it was consolidated as Julius Baer Family Office in 2019 and rebranded to Julius Baer Brasil in 2023. It operates as a wealth advisory and portfolio management firm — not a bank — serving HNW individuals and family offices.

Last 12 months

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Product timeline

1999

GPS and RELIANCE founded, operating in wealth management and multi-family office in Brazil· founding

2019

Julius Baer Family Office established from merger of GPS and RELIANCE under Julius Baer Group· pivot

2023

All Brazil operations merged as Julius Baer Brasil· acquisition

Regulated entities

regulatory licence held by Julius Baer Brasil

Licence types, jurisdictions and registered entities are in the Embedded Finance Index report.

The stack

2 layers disclosed in Julius Baer Brasil’s embedded-finance stack

Lending

Julius Baer Group (in-house)Bespoke lending solutionsLombard loans against securities

Investing

in the full report

Accounting gap: none

1 more provider across 1 layer, with confidence-scored evidence and source URLs, are in the Embedded Finance Index report.

Julius Baer Brasil — frequently asked

Who provides Julius Baer Brasil's lending?

Julius Baer Brasil's lending and capital products are provided by Julius Baer Group (in-house).

Who powers Julius Baer Brasil's investing products?

Julius Baer Brasil's investing and wealth products are powered by Julius Baer Brasil (in-house).

What is Julius Baer Brasil's embedded finance stack?

The Embedded Finance Index 2026 maps 2 layers in Julius Baer Brasil's stack: Lending (Julius Baer Group (in-house), Bespoke lending solutions and Lombard loans against securities); Investing (Julius Baer Brasil (in-house)).

Where is Julius Baer Brasil headquartered?

Julius Baer Brasil is founded in 1999 and headquartered in São Paulo, Brazil.

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