Our Story

Reliance

1998

  • Reliance founded by 3 partners in April 1998

1999

  • Starts international operation
  • Firm has 5 partners

2001

  • BankBoston and Safra Multimanagers

2003

  • Office moved to Rua dos Pinheiros

2004

  • Develops the riskpoint model

2008

  • Acquisition of Ad Valorem

2012

  • Firm has 10 partners

2014

  • Over R$10 billion assets under management

2018

  • Julius Baer acquires 95% stake in Reliance

GPS Investimentos

1999

  • Global Portfolio Strategists (GPS) founded in São Paulo

2006

  • Starts to manage assets for clients investing less than R$10 million

2009

  • Opens Rio de Janeiro office

2010

  • Over R$10 billion assets under management

2011

  • Julius Baer acquires 30% stake in GPS

2012

  • Total acquisition of Bawn Investimentos

2014

  • Julius Baer acquires another 50% of GPS
  • Opens Belo Horizonte office

2015

  • Over R$20 billion assets under management

2016

  • Julius Baer acquires 100% stake in GPS

2018

  • Over R$29 billion assets under management

2018

  • Starts process of integrating GPS and Reliance working on 26 fronts

2019

  • Moves to new office on Av. Brigadeiro Faria Lima, Leed Platinum building

2020

  • Julius Baer Family Office opens

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