Bank Julius Baer Europe S.A. Ireland Branch

Bank Julius Baer Europe S.A., Ireland Branch is the Irish branch of the Luxembourg-incorporated EU hub of the Julius Baer Group, focusing on private banking and wealth management for high‑net‑worth and institutional clients rather than mass‑market retail. The branch provides MiFID II investment and ancillary services such as discretionary and advisory portfolio management, investment advice, trade execution, custody, and related treasury and foreign exchange, alongside secured lending (e.g., Lombard facilities) typical of private banking. Client accounts are generally booked in Luxembourg under the parent entity, so cash deposits and custody are held there even if the relationship is managed from Dublin; as a result, depositor protection is provided by Luxembourg’s Fonds de garantie des dépôts Luxembourg (currently up to EUR 100,000 per eligible depositor, per bank), and investment protection—if applicable—by the Luxembourg investor compensation scheme, not the Irish schemes. The institution is authorised and prudentially supervised by the Commission de Surveillance du Secteur Financier (CSSF) in Luxembourg, with the Central Bank of Ireland overseeing local branch conduct and certain compliance obligations; EU bank resolution and bail‑in rules apply. Services typically involve multi‑currency portfolios, access to funds, equities, fixed income, structured products, and derivatives subject to suitability/appropriateness assessments, with fees commonly comprising management or advisory charges, custody fees, brokerage, and FX spreads disclosed in client documents. The branch operates under standard EU client asset safeguarding and GDPR data protection frameworks, applies full KYC/AML onboarding, and is suitable for clients meeting private‑bank thresholds; investments are not deposits and can lose value, and deposit guarantees do not cover securities or market losses.