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Financial Targets


Julius Baer’s medium-term targets

The financial targets are as follows:

Financial Targets

  • Updated targets following evaluation of recent operating performance, medium-term investments in growth, quality and current (end of 2015) outlook for business and market environment
  • Targets assume current (end of 2015) level of CHF vs. key currencies

The capital ratio targets are as follows:

  • BIS Total Capital Ratio 4: >15%
  • BIS CET1 Capital Ratio 5: >11%


1 Adjusted cost/income ratio, calculated excluding valuation allowances, provisions and losses
2 Adjusted (in 2015: underlying) pre-tax profit divided by period monthly average AUM, in basis points
3 (Annualised) net new money as % of AuM at end of previous period
4 BIS Total Capital Ratio: Total eligible capital divided by risk-weighted assets in % in accordance to the Swiss capital ordinance.
5 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
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  • Jan Vonder Muehll
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