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Financial Information

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

Key figures

  30.06.2021 30.06.2020 31.12.2020 Change in %
Assets under management (CHF bn)* 485.9 401.8 433.7 12.0
Net new money (CHF bn, in period) 9.9 5.0 10.1 -
Total assets (CHF m) 113,578.3 107,359.3 109,137.0 4.1
Total equity 6,725.6 6,289.8 6,434.1 4.5
BIS total capital ratio* 22.8% 20.0% 21.0% -
BIS CET1 capital ratio* 16.6% 13.9% 14.9% -
Number of employees 6,667 6,729 6,606 0.9
Number of relationship managers 1,341 1,456 1,376 -2.5

*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: A2
  • Counterparty Risk Assessment: Aa3(cr) for the long term, Prime-1(cr) for the short term