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2025-12-18 01:42:35
[Julius Baer Requires Small Account Clients to Either Increase Investment or Leave] According to sources, Julius Baer Group Ltd. is notifying some clients with low asset balances that they must either increase their investments with the wealth management firm or close their accounts. Julius Baer sets differentiated asset thresholds based on its operating location to ensure that each client relationship matches the operating costs and compliance risks. Furthermore, the bank has stopped accepting certain high-profile clients who attract significant media attention, commonly known as "political public figures" (PEPs).
