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Financial Information

Exclusive strategic focus on wealth management with a long history of profitability.

Key figures

  31.12.2020 31.12.2019 Change in %
Assets under management (CHF bn)* 433.7 426.1 1.8
Net new money (CHF bn, in period) 15.1 10.6  
Total assets (CHF m) 109,137.0 102,035.2 7.0
Total equity 6,434.1 6,189.4 4.0
BIS total capital ratio* 21.0% 22.1%  
BIS CET1 capital ratio* 14.9% 14.0%  
Number of employees 6,606 6,639 -0.5
Number of relationship managers 1,376 1,467 -6.2

*These figures are updated quarterly and published in our Interim Management Statement.

Further information can be found in the Key figures table below.

 
Julius Baer’s medium-term financial targets

All targets are based on adjusted results1 2019 2020 Medium-term targets
Cost income ratio 71.1% 66.4% <67%
by 2022
Pre-tax margin 22.1bp 27.2bp 25-28bp
by 2022
Pre-tax profit 917m 1,114m >10% growth p.a.
over 2020-22 cycle
RoCET1 27% 32% >30%
by 2022

The Group’s own floors are as follows:

  • BIS Total Capital Ratio2: >15%
  • BIS CET1 Capital Ratio3: >11%

1 Adjusted results are derived by excluding from the IFRS financial results the operating expenses related to acquisitions or divestments (M&A) and the taxes on those respective items. For definitions and more details please refer to the Alternative Performance Measures document, available below.
2 BIS Total Capital Ratio: Total eligible capital divided by risk-weighted assets in %
3 BIS CET1 Capital Ratio: CET1 eligible capital divided by risk-weighted assets in %

Agency ratings

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

  • Long-Term Deposit Rating: Aa3
  • Short-Term Deposit Rating: Prime-1 (representing the highest possible short-term rating)
  • Long-Term Senior Unsecured and Issuer Rating: A3
  • Counterparty Risk Assessment: A1(cr) for the long term, Prime-1(cr) for the short term