CISI Chartered Firm status approved for Julius Baer

by | Apr 8, 2024

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Charity and financial services professional body the Chartered Institute for Securities & Investment (CISI) is delighted to confirm that wealth manager Julius Baer International Limited has achieved CISI Chartered FirmTM status.

CISI Chartered FirmTM status shows that the firm has met rigorous eligibility criteria. Approved CISI Chartered FirmTM status demonstrates that a firm is operating at the highest levels of trustworthiness and professionalism.

Criteria for achieving CISI Chartered FirmTM status includes that a firm should have regulatory recognition, at least 50% of staff in their core area must be individually chartered with CISI, a CISI qualifications and CPD programme should be in place and the firm’s purpose and values must align with the CISI Code of Conduct.


Achieving CISI Chartered FirmTM status allows consumers to identify these firms as adhering to the highest standards of professionalism, thus enhancing trust and confidence for consumers.

CISI Chief Executive Tracy Vegro said: “We are delighted to welcome Julius Baer International as a CISI Chartered FirmTM. It is a notable achievement and testament to their commitment to the highest standards of professionalism, integrity and ethics. With lifelong learning and continuing professional development key to a firm’s success, CISI Chartered FirmTM status is the gold standard which demonstrates to consumers that a firm has put excellence for their clients at the heart of everything they do.”

David Durlacher, CEO, Julius Baer International Ltd said: “We’re proud to have achieved CISI Chartered FirmTM  status which demonstrates our real-life commitment to our company values of care, passion and excellence. Reputation and trust are of paramount importance in our industry so we hold ourselves to very high standards in all that we do to provide the best possible client service. Our people are the backbone of our company, so it’s brilliant to see our employees recognised for demonstrating the highest standards of knowledge, skills, and behaviour through this new status. We look forward to continuing to lead our industry towards greater levels of transparency and competence in the years to come.”


Those interested in finding out more about becoming a CISI Chartered FirmTM should contact

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