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Julius Baer

Banque · Suisse

À propos de la société

Raison socialeJulius Baer (South Africa) Proprietary Limited · Bank Julius Baer & Co. Ltd.
Année de création1890
Siège / pays d’immatriculationJohannesburg, South Africa (representative office)
Site webwww.juliusbaer.com
Dernière vérification10.10.2026

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.

Détails du compte

TYPES DE COMPTENot stated
DÉPÔT MIN.Not stated
PLATEFORMESNot stated
PRODUITSWealth management · Investment advice (open product platform)

Licences et réglementation

FSCA (South Africa)

N° de licenceFSP 49273
Titulaire de la licenceJulius Baer (South Africa) Proprietary Limited
PérimètreListed 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..
StatutVérifiée

FINMA (Switzerland)

N° de licence—
Titulaire de la licenceBank Julius Baer & Co. Ltd.
PérimètreBanking licence. Listed in FINMA's register of authorised banks and securities firms as a bank based in Zurich (category 3).
StatutVérifiée

Réclamations des utilisateurs

Les signalements d’utilisateurs trouvés en ligne sont classés par sujet. Les graphiques montrent la répartition des signalements ; ceux-ci sont compilés à partir des enregistrements publiés sur Trustpilot, WikiFX et Şikayetvar, et les enregistrements d’une même personne ne sont comptés qu’une seule fois.

Période examinée: mars 2025 – octobre 2026

  • Autre: 1

TRÈS FAIBLE — NIVEAU DE RÉCLAMATIONS

89 % des établissements ayant des réclamations enregistrées en ont reçu davantage que celui-ci.

PAR SUJET — Autre: Faible

SOURCES EXAMINÉES

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.

Sources et historique des vérifications

Sources officielles de la sociétéjuliusbaer.com — Legal South Africa, About us, Our locations, Johannesburg location pages
Enregistrements du régulateurFSCA — Julius Baer (South Africa) Proprietary Limited, FSP 49273 (fsca.co.za) · FINMA — Bank Julius Bär & Co. AG, authorised banks list (finma.ch)
Registre des sociétésCIPC (Companies and Intellectual Property Commission) — Julius Baer (South Africa) Proprietary Limited, 2017/532491/07
Sources d’avis des utilisateursTrustpilot · Şikayetvar · WikiFX
Dernière vérification10.10.2026

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