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January 2007

AUGUSTUS (Julius Baer Investment) - January 2007

AUGUSTUS (Julius Baer Investment) - January 2007
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AUGUSTUS (Julius Baer Investment) - January 2007

Management buy-out of Augustus Asset Managers
Financials M&A Advisory

On 11 January 2007, Julius Baer Holdings Ltd. ("JBH") announced that it had entered into a management buyout transaction in respect of Julius Baer Investments Limited ("JBIL"), its UK-based currency and fixed income hedge fund manager. Julius Baer Holding Ltd. will retain a 10% stake in JBIL which has been renamed Augustus Asset Managers Limited ('AAML').

AAML has total assets under management of c. US$9 billion comprising long only/traditional funds, hedge funds and absolute return funds and offering products across the risk spectrum.

Canaccord Genuity was sole financial advisor to the transaction.