Zurich, 7 February 2023 – In line with its ambitious growth targets, Julius Baer is pleased to announce the following appointments for its local operations in sub-region Brazil:

• Felipe Dexheimer joined Julius Baer in November as Head of Portfolio Management. He is a seasoned and well-known investment specialist. He joins Julius Baer from XP Asset Management where he was head of Asset Allocation for the retail unit.
• Eduardo Tabone will join Julius Baer in April (after his garden leave) as Team Head. Previously, Eduardo was Head of New Business/Client Acquisition at Banco Safra. Eduardo spent about 10 years at Itaú Unibanco where he was head investment advisory teams for the consumer banking unit among other senior roles.
• Flávia Bruno, former deputy-head of New Business/ Client Acquisition at Banco Safra joined Julius Baer in February as Senior Relationship Manager.
• Andrea Sampaio joined Julius Baer in February from Banco Safra as Senior Relationship Manager, covering the North and Northeast Regions of Brazil.
• Roberta Faustino joined as Assistant Relationship Manager in January. Prior to joining Julius Baer, Roberta worked at Banco Safra.
• Felipe Milano joined Julius Baer in November as a Junior Relationship Manager from XP Investimentos.
• Cristiano Câmara joined Julius Baer as Business Developer in January. In his role, he represents and supports the advancement of the business in the Central West part of Brazil out of Goiania. He previously was a Partner at a local asset management company where he launched and conducted the wealth management initiative until mid-2022.

Commenting on the hires, Beatriz Sánchez, Head Region Americas, Julius Baer said: „I am thrilled to announce the hiring of such great talent at our operations in Brazil. The country continues to offer excellent growth opportunities and the Bank’s local business has been expanding and growing successfully since the first acquisition in Brazil in 2011. Julius Baer is proud to be the largest independent wealth manager in the country and we look forward to further expanding our business with the support of the new team members.”

In serving Brazilian private clients, Julius Baer stands out through its proximity as well as its combination of global and domestic expertise and investment content. It operates through Julius Baer Family Office, offering wealth services such as multi-custodial capabilities, Julius Baer Advisory Office, focusing on global investment and wealth planning solutions, and the Swiss-based Brazil International team.