Archive 2022

The revised Markets in Financial Instruments Directive (“MiFID II”) and the Markets in Financial Instruments Regulation (“MiFIR”) constitute an EU legislative framework that aims to strengthen investor protection and to improve the functioning of financial markets by making them more efficient, resilient and transparent. Julius Baer Group entities established in the European Economic Area (“EEA”) are fully subject to MiFID II, additionally some entities established outside the EEA are also strongly aligned with MiFID II principles. Below you can find key information on the measures established and implemented by those entities with regard to specific MiFID II consumer protection standards.

Bank Julius Baer Europe S.A. makes available separate Top 5 Venue Reports in respect of orders that it received from other offices in the Julius Baer Group.

The Top 5 Venue Report above is listed according to the name of the entity with which a client of Julius Baer Investment Advisory GesmbH may have held an account.

Clients of Julius Baer Agencia de Valores S.A.U. have held an account with Bank Julius Baer Europe S.A. Julius Baer Agencia de Valores S.A.U. became the Bank Julius Baer Europe S.A., Sucursal en España on 1 February 2021.