Julius Baer Group Ltd
$69.8M reported client assets across 1 advisory firms in FY2026 annual amendments
Reported client assets over time
$69.8M
$71.8M
2025
2026
Same-firm comparison: 1 firms that reported Julius Baer Group Ltd in both FY2025 and FY2026 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Kotak Mahindra Asset Management (Singapore) Pte. Ltd. | $69.8M | $4.7B | 1.5% | 06/30/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.