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Financial Information

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

Key figures

  31.12.2021 31.12.2020 Change in %
Assets under management (CHF bn)* 481.7 433.7 11.1
Net new money (CHF bn) 19.6 15.1 -
Total assets (CHF m) 116,305.8 109,137.0 6.6
Total equity 6,743.3 6,434.1 4.8
BIS total capital ratio* 24.0% 21.0% -
BIS CET1 capital ratio* 16.4% 14.9% -
Number of employees 6,727 6,606 1.8
Number of relationship managers 1,274 1,376 -7.4

*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 2020 2021 Medium-term targets
Cost/income ratio 66.4% 63.8% <67%
by 2022
Pre-tax margin 27.2bp 28.2bp 25-28bp
by 2022
Profit before taxes CHF 1,114.5m CHF 1,328.9m
(+19% vs. 2020)2
>10% growth p.a.
over 2020-22 cycle3
RoCET1 32% 34% >30%
by 2022

The Group’s own floors are as follows:

  • BIS Total Capital Ratio4: >15%
  • BIS CET1 Capital Ratio5: >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 Change 2019/2020: +22%
3 Relative to 2019 adjusted PBT of CHF 917m
4 BIS Total Capital Ratio: Total eligible capital divided by risk-weighted assets in %
5 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: A2
  • Counterparty Risk Assessment: Aa3(cr) for the long term, Prime-1(cr) for the short term