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Julius Baer Investment Advisory GesmbH is an investment firm licensed by the Austrian Financial Market Authority (FMA) – Otto-Wagner-Platz 5, 1090 Vienna – according to section 3 para. 2 subsections 1 and 3 of the Austrian Securities Supervision Act 2018 (WAG 2018) for provision of the following investment services:

(a) investment advice regarding financial instruments and
(b) acceptance and transmission of orders if these activities have one or more financial instruments as their object.

Complaints Handling

Our clients may address formal complaints to their relationship manager.
Furthermore, clients may raise a complaint directly for the attention of the Management Board of Julius Baer Investment Advisory GesmbH:

In case no satisfactory response can be provided, it is at the client’s discretion to refer the complaint directly to the Financial Market Authority FMA