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Julius Baer

Bank · Schweiz

Über das Unternehmen

Rechtlicher FirmennameJulius Baer (South Africa) Proprietary Limited · Bank Julius Baer & Co. Ltd.
Gründungsjahr1890
Hauptsitz / Land der RegistrierungJohannesburg, South Africa (representative office)
Websitewww.juliusbaer.com
Zuletzt geprüft10.10.2026

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.

Kontodetails

KONTOARTENNot stated
MINDESTEINZAHLUNGNot stated
PLATTFORMENNot stated
PRODUKTEWealth management · Investment advice (open product platform)

Lizenzen und Regulierung

FSCA (South Africa)

Lizenz-Nr.FSP 49273
LizenzinhaberJulius Baer (South Africa) Proprietary Limited
UmfangListed 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..
StatusVerifiziert

FINMA (Switzerland)

Lizenz-Nr.—
LizenzinhaberBank Julius Baer & Co. Ltd.
UmfangBanking licence. Listed in FINMA's register of authorised banks and securities firms as a bank based in Zurich (category 3).
StatusVerifiziert

Nutzerbeschwerden

Online gefundene Nutzermeldungen werden nach Thema klassifiziert. Die Diagramme zeigen, wie sich die Meldungen verteilen; die Meldungen werden aus Einträgen auf Trustpilot, WikiFX und Şikayetvar zusammengestellt, und die Einträge einer Person werden einmal gezählt.

Untersuchter Zeitraum: März 2025 – Oktober 2026

  • Sonstiges: 1

SEHR NIEDRIG — BESCHWERDENIVEAU

89 % der Institute mit Beschwerdeeinträgen haben mehr Beschwerden erhalten als dieses.

NACH THEMA — Sonstiges: Niedrig

GEPRÜFTE QUELLEN

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.

Quellen und Verifizierungsverlauf

Offizielle Unternehmensquellenjuliusbaer.com — Legal South Africa, About us, Our locations, Johannesburg location pages
Einträge der AufsichtsbehördeFSCA — Julius Baer (South Africa) Proprietary Limited, FSP 49273 (fsca.co.za) · FINMA — Bank Julius Bär & Co. AG, authorised banks list (finma.ch)
HandelsregisterCIPC (Companies and Intellectual Property Commission) — Julius Baer (South Africa) Proprietary Limited, 2017/532491/07
Quellen für NutzerfeedbackTrustpilot · Şikayetvar · WikiFX
Zuletzt verifiziert10.10.2026

Beschwerde einreichen