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FINANCIAL INSTITUTION INFORMATION PLATFORM

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Verify with the source.Wherever possible, information is matched against official registers and primary sources.
When was it checked?We clearly show when each critical piece of data was last checked.
Know the type of information.We classify user complaints, company statements and official records separately.
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See the level of evidence
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Instead of ratings, we show the data, its source and its verification status.

  1. 01Data
  2. 02Source
  3. 03Verification
A

Sample Financial Institution

Broker · United Kingdom

Last checked: 23.09.2026
REGULATIONOfficial record verified

The licence number and scope are matched directly against the regulator’s source.

● Official source
USER FEEDBACKRecurring topics

Topics such as withdrawals, support and trading conditions are grouped by period.

● Verified platform record
COMPANY STATEMENTData disclosed by the company

The company’s own statements are shown separately from independent verification.

● Statement
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Julius Baer

Bank · Switzerland

About the company

Legal company nameJulius Baer (South Africa) Proprietary Limited · Bank Julius Baer & Co. Ltd.
Year founded1890
Headquarters / registered countryJohannesburg, South Africa (representative office)
Websitewww.juliusbaer.com
Last checked10.10.2026

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.

Account Details

ACCOUNT TYPESNot stated
MIN. DEPOSITNot stated
PLATFORMSNot stated
PRODUCTSWealth management · Investment advice (open product platform)

Licences and regulation

FSCA (South Africa)

Licence no.FSP 49273
Licence holderJulius Baer (South Africa) Proprietary Limited
ScopeListed 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..
StatusVerified

FINMA (Switzerland)

Licence no.—
Licence holderBank Julius Baer & Co. Ltd.
ScopeBanking licence. Listed in FINMA's register of authorised banks and securities firms as a bank based in Zurich (category 3).
StatusVerified

User complaints

User reports found online are classified by topic. The charts show how reports are distributed; the reports are compiled from records on platforms that verify users and screen out fake reviews.

Period reviewed: March 2025 – October 2026

  • Account / trading conditions: 1

VERY LOW — COMPLAINT LEVEL

91% of institutions with complaint records received more complaints than this one.

BY TOPIC — Account / trading conditions: Low

SOURCES REVIEWED

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, allegations that worthless investments with extra costs were recommended in wealth management stand out.

Sources and verification history

Official company sourcesjuliusbaer.com — Legal South Africa, About us, Our locations, Johannesburg location pages
Regulator recordsFSCA — Julius Baer (South Africa) Proprietary Limited, FSP 49273 (fsca.co.za) · FINMA — Bank Julius Bär & Co. AG, authorised banks list (finma.ch)
Company registerCIPC (Companies and Intellectual Property Commission) — Julius Baer (South Africa) Proprietary Limited, 2017/532491/07
User feedback sourcesTrustpilot · Şikayetvar · WikiFX
Last verified10.10.2026

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