Julius Baer Investments Limited (London)


Julius Baer Investments Limited is a large advisory firm based in London. It manages $10.58 billion of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2004.

Julius Baer Investments Limited provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Julius Baer Investments Limited: assets under management

The assets under management (AUM) of Julius Baer Investments Limited is $10.58 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.58 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $320.64 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Julius Baer Investments Limited for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Julius Baer Investments Limited

Glen Frederick Wisher has been acting as President since 1 Dec 2003. Edward Craig Dove joined the executive team most recently as the Director And President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Ltd. Julius Baer Holding Shareholder 1 Nov 1980 75% - 100% foreign
Jeremy St. George Shacklock Chief financial officer 1 Jul 1998 Other 4792118
Ian Barry Beazley Chief compliance officer 1 Aug 2000 Other 4792119
Glen Frederick Wisher Director 1 Dec 2003 Other 3162298
Rudolf Ziegler Director 1 Dec 2003 Other 4792120
Edward Craig Dove Director and chief executive officer 1 Jan 2004 Other 4344661
Tim Haywood Management committee 1 Jan 2004 Other 4344673
Richard Howard Management committee 1 Jan 2004 Other 4344653
Timothy Christopher Ashley Haywood Management committee 1 Jan 2004 Other 4344673
Roman Gustav Von Ah Director 1 Sep 2004 Other 4943053
Michael David Allen Management committee 1 Jan 2005 Other 4943060
Hamish Blair Findlater Chief legal officer 1 Mar 2006 Other 5123996
Barrie Graham Davey Chief compliance officer 1 Aug 2006 Other 5198740
Edward Craig Dove Director and president 1 Jan 2007 Other 4344661
Timothy Christopher Ashley Haywood Director and chief executive officer 1 Jan 2007 Other 4344673
Richard Howard Chief risk officer 1 Jan 2007 Other 4344653
Michael David Allen Chief operating officer 1 Jan 2007 Other 4943060
Thomas Francis O'shea Director 1 Jan 2007 Other 5274126
Adrian David Owens Director 1 Jan 2007 Other 5274130
Augustus Holding Limited (Iom) Shareholder 1 Jan 2007 75% - 100% foreign
Howard Carter Non-executive chairman 1 Jan 2007 Other 4492060

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Baer Family And Senior Management Shareholder 1 Nov 1980 50% - 75% foreign

Based in London

The principal office where Julius Baer Investments Limited performs its advisory services is located at 24 Bevis Marks, London, Ec3 A 7 Ne, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44 (0) 20 7711 6666 or by fax + 44 (0) 20 7929 1030. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.