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Reliance Group provides wealth management, financial planning and investment advisory services.
Founded in 1998 and based in Sao Paulo, Brazil, Reliance Group provides wealth management, portfolio advisory and financial planning services to business clients. Its work includes tax analysis, succession planning, governance and access to alternative investments. Julius Baer agreed to acquire a 95% majority stake in January 2018, and the deal was completed in June 2018.
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