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Key figures

 31.12.202431.12.2023
Assets under management (CHF bn)*497.4427.4
Net new money (CHF bn)14.212.5
Total assets (CHF m)105,071.596,786.3
Total equity (CHF m)6,828.86,163.2
Total capital ratio*26.4%24.0%
CET1 capital ratio*17.8%14.6%
Number of employees7,5957,425
Number of relationship managers1,3801,343

*In between the half-yearly financial reporting, updates on these figures are published in the 4-month and 10-month Interim Management Statements. 

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

Julius Baer’s medium-term financial targets

Medium-term financial targets 2026 - 2028

All targets are based on adjusted results1Medium-term targets
Net new money4-5%
by 2028
Cost/income ratio<67%
by 2028
RoCET12>30%
over 2026-28 cycle

1 Adjusted results are derived by excluding from the IFRS financial results the impact on operating income (new since 1 January 2025) or on operating expenses related to acquisitions or divestments of businesses or participations (i.e. M&A transactions) as well as the taxes on those respective items. For definitions and more details please refer to the Alternative Performance Measures section of the Interim Management Statement for the first four months of 2025.

2 Assuming a constant 14% CET1 ratio

The Group’s own floors are as follows:

  • Total Capital Ratio3: >15%
  • CET1 Capital Ratio4: >11%

3 Total Capital Ratio: Total eligible capital divided by risk-weighted assets in %
4 CET1 Capital Ratio: CET1 eligible capital divided by risk-weighted assets in %

Agency ratings

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

  • Long-Term Deposit Rating: A1
  • 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
  • Outlook: Stable