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Key Figures


Key figures of the Julius Baer Group¹

  2016
CHF m
2015
CHF m
Change
in %
Consolidated income statement
Operating income 2,852.4 2,694.4 5.9
Adjusted operating expenses 2,004.8 2,385.4 -16.0
Profit before taxes 847.6 309.0 174.3
Adjusted net profit for the Group 705.5 279.2 152.7
excluding 2015 US provision2 705.5 701.5 0.6
 
Cost / income ratio3 68.9% 67.2% -
Pre-tax margin (basis points) 27.1 10.7 -
 
Assets under management (CHF bn) 31.12.2016 31.12.2015 Change
in %
Assets under management 336.2 299.7 12.2
Net new money 11.9 12.1 -
 
Consolidated balance sheet (CHF m)
Total assets 96,207.2 84,115.5 14.4
Total equity 5,353.9 4,942.0 8.3
BIS total capital ratio 17.5% 19.4% -
BIS CET1 capital ratio 16.4% 18.3% -
 
Personnel (FTE)      
Number of employees 6,026 5,364 12.3
Number of relationship managers 1,383 1,217 13.6
 
Capital structure      
Number of shares 223,809,448 223,809,448 -
Market capitalisation (CHF m) 10,123 10,891 -7.0

 

Moody's rating Bank Julius Baer & Co. Ltd.4 
Long-term deposit rating Aa2 Aa2
Short-term deposit rating Prime -1 Prime -1
 
Listing      
Zurich, Switzerland SIX Swiss Exchange, under the securities number 10 248 496.
Member of the Swiss Market Index SMI.
 
Ticker symbols      
Bloomberg BAER VX
Reuters BAER.VX

BIS Total Capital Ratio and BIS CET1 Capital Ratio

The BIS total capital ratio of XX% and the BIS CET1 capital ratio of XX% are well above the minimum regulatory requirements and the Group’s own capital floors.


1 Adjusted results derived by excluding from the reviewed IFRS financial statements the integration and restructuring expenses as well as the amortisation of intangible assets related to previous acquisitions or divestments. Including these items, the IFRS net profit for the first half of 2017 amounted to CHF XXX million (H1 2016 CHF XX million, H2 2016 CHF XXX million).
2 Calculated using adjusted operating expenses, excluding valuation allowances, provisions and losses.

3 Agency Ratings

Currently, Moody’s assigned ratings to Bank Julius Baer & Co. Ltd. as follows:  

  • Long-Term Deposit Rating: Aa2
  • Short-Term Deposit Rating: Prime-1 (representing the highest possible short-term rating)
  • Long-Term Senior Unsecured and Issuer Rating: A2

In addition, Moody’s introduced a new rating called ‘Counterparty Risk Assessment’ for which Bank Julius Baer was assigned an Aa3(cr) for the long term and a Prime-1(cr) for the short term. The Counterparty Risk Assessment is an opinion of the counterparty risk related to a bank's covered bonds, contractual performance obligations (servicing), derivatives (e.g. swaps), letters of credit, guarantees and liquidity facilities.

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  • Alexander van Leeuwen
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  • Jan Vonder Muehll
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