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|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|
|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% |
|Pre-tax margin||27.2bp||28.2bp||25-28bp |
|Profit before taxes||CHF 1,114.5m||CHF 1,328.9m |
(+19% vs. 2020)2
|>10% growth p.a. |
over 2020-22 cycle3
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 %
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