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.
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
Indirect Owners
The SEC currently registers 1 indirect owner.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.
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