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Financial Targets


Julius Baer’s medium-term targets

The financial targets are as follows:

Financial Targets 2017

Expecting to reach cost/income ratio target in 20185

The capital ratio targets are as follows:

  • BIS Total Capital Ratio6: >15%
  • BIS CET1 Capital Ratio7: >11%


1 Excluding amortisation of intangible assets, integration and restructuring costs related to acquisitions or divestments
2 Adj. cost/income ratio, calculated excluding valuation allowances, provisions and losses
3 Adj. pre-tax profit divided by monthly average AuM
4 (Annualised) net new money as % of AuM at end of previous period
5 Assuming no significant deterioration in market conditions and currency developments from current levels
6 BIS Total Capital Ratio: Total eligible capital divided by risk-weighted assets in % in accordance to the Swiss capital ordinance
7 BIS CET1 Capital Ratio: CET1 eligible capital divided by risk-weighted assets in % in accordance to the Swiss capital ordinance

Contact Investors

Alexander Van Leeuwen
  • Alexander van Leeuwen
  • Investor Relations
  • Head Investor Relations
  • Tel: +41 (0)58 888 5256
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Valeria Ancarani
  • Jan Vonder Muehll
  • Global Media Relations
  • Head Media Relations
  • Tel: +41 (0)58 888 8888
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