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DEPARTMENT PROFILE

Bank Julius Baer & Co. Ltd.

Private Banks

2 ranked individualsSpotlight TableBrazilHigh Net Worth 2021 View ranking table

Chambers Review

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Julius Baer has an excellent reputation in Brazil for its offering to high net worth individuals and families. "They are certainly at the top when it comes to private banks in Brazil," states a source, while another adds: "They are very helpful and very knowledgeable. They are very fast, very responsive and they know everything they need to know to assist their clients."

Sergio Mitsuo Vilela, based in Zürich, is deputy head of Wealth Planning Americas for Bank Julius Baer & Co and is the key wealth planning contact at the private bank for Brazilian clients. One source says he is "very pragmatic and keeps things as simple as reasonably possible." Natalia Destro is head of wealth planning at Julius Baer Family Office, a separate business under the Julius Baer Group. One interviewee notes: "She is very hard-working, she is very focused on the client's needs and she is always working hard to get the client the best solution."

Key contacts:

Natalia Destro , Head of Wealth Planning - Julius Baer Family Office

Sergio Mitsuo Vilela , Deputy Head Wealth Planning Americas - Bank Julius Baer & Co

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Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Brazil

Private Banks


Natalia Destro
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Sergio Mitsuo Vilela
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