Private Banks - Portugal
What the team is known for
Julius Baer has a good presence in Portugal, serving clients from its Spanish and Swiss offices. It is a well-known name for high-profile HNWIs and benefits from its international network for private wealth management.
Strengths
"Julius Baer is one of the most reputed private banks in the world and they show in all aspects that they correspond to their reputation."
"A very good team for private clients."
Notable practitioners
Sergio Mitsuo Vilela, Deputy Head Wealth Planning Americas, covers the Portuguese market for Julius Baer and is a key contact.