Company Information

Get to know Julius Baer Group

Founded in 1890 in Zurich, Julius Baer Group is a premier Swiss wealth management group. The company's business is centered on providing comprehensive private banking services, including personalized investment management, wealth planning, and financing for high-net-worth and ultra-high-net-worth individuals globally. With a history spanning over 130 years, Julius Baer's mission is to be the international reference in private banking, trusted for its client-centric approach, objective advice, and open product platform.

Industry

Financial Private BankingPRIMARY
Financial Banking

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Julius Baer Group

Switzerland

Founded in

1890 (136 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.