Case Study: Julius Baer Family Office achieves streamlined operations and scalable growth with the BRITech platform

Julius Baer Streamlines Operations and Enables Sustained Growth with the BRITech Platform

Julius Baer Family Office, one of the world's largest family office organizations, faced rising operational complexity in Brazil driven by acquisitions (GPS Investimentos and Reliance) and a fragmented technology landscape—many EUCs, disparate market solutions and limited pricing integrations—that impeded portfolio processing, reconciliation and scalability. To support continued growth and move to a cloud-enabled architecture, JBFO selected the BRITech platform and its portfolio management module.

BRITech worked closely with JBFO from 2016 to consolidate systems, integrate pricing-to-portfolio workflows and migrate post‑merger operations (including Reliance) onto a single, cloud-capable architecture. The BRITech solution now enables JBFO to efficiently manage over 700 funds for more than 3,000 family portfolios, delivers smoother post‑merger operations and clear improvements in operational efficiency, and continues to be evolved jointly to support JBFO’s digitalisation and future growth.

Julius Baer Family Office

Thierry Battistini

Chief Financial Officer