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Financial Targets


Julius Baer’s medium-term targets

The financial targets are as follows:

The Group's own floors are as follows:

  • BIS Total Capital Ratio7: >15%
  • BIS CET1 Capital Ratio8: >11%


1 Excluding integration and restructuring expenses and the amortisation of intangible assets related to acquisitions and divestments
2 Adjusted cost/income ratio, calculated excluding valuation allowances, provisions and losses
3 Figures in brackets show the cost/income ratio and pre-tax margin when excluding the impacts of the Kairos fair value adjustment and the Swiss pension plan amendment (both in H1 2016)
4 Adjusted pre-tax profit divided by monthly average AuM
5 (Annualised) net new money as % of AuM at end of previous period
6 Assuming no significant deterioration in market conditions and currency developments from current levels
7 BIS Total Capital Ratio: Total eligible capital divided by risk-weighted assets in % in accordance to the Swiss capital ordinance
8 BIS CET1 Capital Ratio: CET1 eligible capital divided by risk-weighted assets in % in accordance to the Swiss capital ordinance

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Alexander Van Leeuwen
  • Alexander van Leeuwen
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  • Head Investor Relations
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  • Jan Vonder Muehll
  • Global Media Relations
  • Head Media Relations
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