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
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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