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Julius Baer

بنك · سويسرا

عن الشركة

الاسم القانوني للشركةJulius Baer (South Africa) Proprietary Limited · Bank Julius Baer & Co. Ltd.
سنة التأسيس1890
المقر الرئيسي / دولة التسجيلJohannesburg, South Africa (representative office)
الموقع الإلكترونيwww.juliusbaer.com
آخر تحقق10.10.2026

According to its official website, Julius Baer is a Zurich-based Swiss wealth management group with origins dating back to 1890. Its principal operating company, Bank Julius Baer & Co. Ltd., belongs to Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange and included in the Swiss Leader Index (SLI). The group is present in around 25 countries and 60 locations and states assets under management of CHF 547 billion at the end of June 2026; it offers clients personal and holistic wealth management and investment advice based on its open product platform. The site states that Bank Julius Baer & Co. Ltd. is subject to consolidated supervision by the Swiss Financial Market Supervisory Authority (FINMA). In South Africa, Bank Julius Baer & Co. Ltd. is licensed as a Representative Office under the Banks Act, 1990, and is supervised by the Prudential Authority of the South African Reserve Bank; the representative office is located in the West Tower at Nelson Mandela Square, Sandton. Julius Baer (South Africa) Proprietary Limited (JBSA), at the same address, is a Category I financial services provider authorised by the FSCA (FSP No. 49273); JBSA has appointed Julius Baer International Limited, incorporated in England, as a representative under the FAIS Act. This information is the company's own statement.

تفاصيل الحساب

أنواع الحساباتNot stated
الحد الأدنى للإيداعNot stated
المنصاتNot stated
المنتجاتWealth management · Investment advice (open product platform)

التراخيص والرقابة

FSCA (جنوب أفريقيا)

رقم الترخيصFSP 49273
حامل الترخيصJulius Baer (South Africa) Proprietary Limited
النطاقListed in the FSCA register as an authorised (Authorized) financial services provider under Julius Baer (South Africa) Proprietary Limited (FSP 49273); authorised since 12 Sep 2018; approved product classes: derivative instruments, shares, forex investment, bonds and money market instruments etc..
الحالةموثّق

FINMA (سويسرا)

رقم الترخيص—
حامل الترخيصBank Julius Baer & Co. Ltd.
النطاقBanking licence. Listed in FINMA's register of authorised banks and securities firms as a bank based in Zurich (category 3).
الحالةموثّق

شكاوى المستخدمين

تُصنَّف بلاغات المستخدمين المنشورة على الإنترنت حسب الموضوع. تُظهر الرسوم البيانية كيفية توزّع البلاغات؛ وهي مجمَّعة من السجلات على Trustpilot وWikiFX وŞikayetvar، وتُحتسب سجلات الشخص الواحد مرة واحدة.

الفترة المراجَعة: مارس 2025 – أكتوبر 2026

  • أخرى: 1

منخفض جدًا — مستوى الشكاوى

تلقّت 89% من المؤسسات التي لديها سجلات شكاوى عددًا أكبر من الشكاوى مقارنةً بهذه المؤسسة.

حسب الموضوع — أخرى: منخفض

المصادر المراجَعة

The complaint distribution is based on the 1-star reviews on Julius Baer's Trustpilot page (1) as of 10 October 2026; one person's reviews count once, and records about fake sites and third parties using the Julius Baer name are left out. Across the complaints, a claim that worthless investments with extra costs were recommended in wealth management stand out.

المصادر وسجل التحقق

المصادر الرسمية للشركةjuliusbaer.com — Legal South Africa, About us, Our locations, Johannesburg location pages
سجلات الجهة الرقابيةFSCA — Julius Baer (South Africa) Proprietary Limited, FSP 49273 (fsca.co.za) · FINMA — Bank Julius Bär & Co. AG, authorised banks list (finma.ch)
السجل التجاريCIPC (Companies and Intellectual Property Commission) — Julius Baer (South Africa) Proprietary Limited, 2017/532491/07
مصادر آراء المستخدمينTrustpilot · Şikayetvar · WikiFX
آخر تحقق10.10.2026

تقديم شكوى