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
—
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
1
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.