Julius baer account opening 2026

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  1. Click ‘Get Form’ to open the julius baer account opening form in the editor.
  2. Begin by filling in your identity details. Enter your full name, including surname and middle name, and select your title (Mr., Mrs., Miss, etc.).
  3. Provide your father's or spouse's name, gender, marital status, nationality, and date of birth. Ensure that all information matches the documents you will submit.
  4. In the Proof of Identity section, indicate which document you are submitting (e.g., PAN card, Aadhaar). Remember that a self-attested copy of your PAN card is mandatory.
  5. Next, fill out your address details. Include both residence and permanent addresses if they differ. Specify the proof of address submitted for verification.
  6. Finally, review all entries for accuracy before signing the declaration at the bottom of the form. Your signature confirms that all information is true to the best of your knowledge.

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Julius Br ranks 75th in the Financial System Benchmark. In comparison to other banks, it ranks 42nd out of 155. Therefore, it performs better relative to its industry peers.
Stages of account opening Preparation of documents. To open an account with Julius Baer Swiss Bank you fill out our application form and provide us with full information about your business and counterparties. Analysis of documents. Submission of documents. Passing verification. Compliance Check. Account opening.
Julius Br Group Ltd. is a Swiss private banking group which is the parent company of Bank Julius Baer, a traditional private bank based in Zrich, Switzerland.
Opening an account for individuals and legal entities is free of charge.
Our clients typically entrust us with a minimum of EUR 2 million in investible assets or the equivalent in local currency.

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Julius Baer awarded Outstanding Global Private Bank 2022 by Private Banker International. For a second consecutive year, Julius Baer has been named private bankings leading global franchise by industry title Private Banker International (PBI) in its annual Global Wealth Awards.

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