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.