01 · AT A GLANCE
The group's German bank in Frankfurt, with published service descriptions but no online tariff
- German Aktiengesellschaft registered in Frankfurt under HRB 31022, supervised by BaFin
- Investment advice, discretionary and single-fund portfolio management, execution-only trading
- Securities account with linked settlement account; orders in person, by telephone or e-mail
- Bär®Online Germany offers view-only access to holdings and performance
- Costs quoted before a contract from a price and service schedule that is not published online
- German statutory deposit protection; member of the voluntary private-bank fund
EUR 1,000,000+ (per the bank)Julius Bär Deutschland states on its contact form that clients typically entrust it with EUR 1,000,000 or more (location selected: Europe / Germany). This is not a minimum deposit.
Private banking, Wealth management
Not disclosed
02 · ACCOUNTS AND PRODUCTS
Documented accounts and products.
According to the bank, clients typically entrust it with EUR 1,000,000 or more (Europe / Germany). This is not a minimum deposit. Source
Investment advisory
Buy, sell, hold or do-not-buy recommendations on financial instruments, each with a suitability statement; the client decides whether to follow them. No minimum contract term.
- Segment
- Private banking
Discretionary portfolio management
The bank invests and manages the client's assets independently within agreed investment guidelines, reports at least quarterly and flags portfolio losses from 10% onwards. The client may terminate at any time.
- Segment
- Wealth management
Single-fund portfolio management
A portfolio-management variant that invests the client's assets in one strategy fund; the bank's management is limited to the timing and size of purchases and sales.
- Segment
- Wealth management
Execution-only trading
Orders in financial instruments without advice, subject to an appropriateness check; placed in person, by telephone or by e-mail according to the channel agreed at account opening, and executed as fixed-price or commission business.
- Segment
- Private banking
Securities account
Securities account with a linked settlement account through which all cash amounts are booked; amounts in another currency are converted into the settlement-account currency. Open-ended and terminable by the client at any time.
- Segment
- Private banking
03 · WHAT IT COSTS
Published pricing.
Julius Bär Deutschland does not publish a price list covering this entity, so no figures are shown. Ask for the costs-and-charges document, which the bank is required to give you before a mandate begins.
04 · SERVICES
What the bank offers.
“Not disclosed” means the bank does not state this publicly — it is not a statement that the service is unavailable.
Investment
- Discretionary portfolio managementOffered
- Investment advisoryOffered
- Execution-only tradingOffered
- Custody and safekeepingOffered
- Private markets accessNot disclosed
Banking
- Multi-currency accountsNot disclosed
- Payment cardsNot disclosed
- Foreign exchangeNot disclosed
Lending
- Lombard lendingNot disclosed
- Mortgages and property financeNot disclosed
Planning
- Wealth and estate planningNot disclosed
Structuring
- Trust and foundation servicesNot disclosed
Digital
- Online bankingOffered
- Mobile appOffered
05 · SOURCES
Where these figures come from.
Only documents published or supplied by the bank are used. Nothing here is taken from brokers or comparison sites.
Next scheduled review: 16 March 2027. Bank tariffs change frequently — several institutions in this directory revised theirs twice during 2026.