Bank Julius Baer Europe S.A.

Bank Julius Baer Europe S.A. is an EU-domiciled private banking entity of Julius Baer Group, incorporated and headquartered in Luxembourg and focused on serving high- and ultra-high-net-worth clients, family offices, and professional intermediaries across the EU through branches in select member states. Its offering centers on discretionary and advisory portfolio management, custody and execution, access to funds and direct securities, structured products, foreign exchange and precious metals, and secured lending (Lombard) against eligible financial assets. Accounts are typically multicurrency, with e-banking and mobile access; pricing is negotiated and commonly includes custody and advisory or management fees, transaction and FX charges, and, where relevant, performance fees, with ex-ante and ex-post cost disclosures under MiFID II. The bank operates under Luxembourg and EU regulation, supervised by the CSSF within the Single Supervisory Mechanism; eligible deposits fall under the Luxembourg deposit guarantee scheme (FGDL) up to EUR 100,000 per depositor per bank, and investor compensation (SIIL) may apply to certain investment claims within statutory limits. Client onboarding is subject to KYC/AML controls, suitability and appropriateness assessments, and product access depends on client classification and risk profile; sustainable investment preferences are addressed under the EU’s SFDR framework. As a wholly owned subsidiary of the Swiss-listed Julius Baer Group, it aligns with group risk and governance frameworks; group-level developments and regulatory changes can influence its operating environment. The bank is positioned for private banking rather than mass-market retail and does not publicly market minimum asset thresholds or full fee schedules; prospective clients typically engage via relationship managers in local EU branches for terms, documentation, and suitability checks.