Julius Baer Wealth Advisors

Julius Baer India Alternate Opportunities AIF is a SEBI-registered Alternative Investment Fund (reg. IN/AIF2/23-24/1347), registered in September 2023 and managed by Julius Baer Wealth Advisors (India) Private Limited (CIN: U65923MH2014PTC255743) — the Indian operating subsidiary of Julius Baer Group Ltd., the renowned Swiss private bank with origins dating back to 1890 and listed on the SIX Swiss Exchange (ticker: BAER). Julius Baer Wealth Advisors (India) is SEBI-registered for Stock Broking, Depository Participant, Investment Advisory, Research Analyst, and Portfolio Management Services, in addition to Alternative Investment Funds. The fund is headquartered at 2501, 25th Level, Altimus, Pandurang Budhkar Marg, Worli, Mumbai 400018 — Julius Baer India's flagship office. The AIF registration was obtained in mid-2023 as part of Julius Baer India's five-year transformation strategy to expand product offerings for HNIs and UHNIs. The maiden fund under this AIF registration — Julius Baer Next India Fund (LEI: 335800U9EJ6QPIEKI491) — was India's first closed-end equity AIF from an international private bank and achieved a full close in early 2024 with an 'overwhelming response'. Julius Baer India aims to double its headcount and triple AUM within five years, with India described as one of the firm's core growth markets amid a $600 billion wealth market growing at 12% annually.