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Julius Baer Group Ltd. publishes its financial results twice a year as part of its regular financial reporting: in February for the entire preceeding calendar year and in July for the first six months of the current year.

In between the full-year and half-year results Julius Baer Group Ltd. publishes brief Interim Management Statements with a mostly qualitative update on the Group’s performance during the first four and ten months of the year, respectively.
 

Agency ratings

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

  • Long-Term Deposit Rating: Aa2
  • Short-Term Deposit Rating: Prime-1 (representing the highest possible short-term rating)
  • Long-Term Senior Unsecured and Issuer Rating: A2

In addition, Moody’s introduced a new rating called ’Counterparty Risk Assessment’ for which Bank Julius Baer was assigned an Aa3(cr) for the long term and a Prime-1(cr) for the short term. The Counterparty Risk Assessment is an opinion of the counterparty risk related to a bank’s covered bonds, contractual performance obligations (servicing), derivatives (e.g. swaps), letters of credit, guarantees and liquidity facilities.

 
Julius Baer’s medium-term financial targets

All targets are based on adjusted results1 2019 Medium-term targets
Cost income ratio2 71.1% <67%
by 2022
Pre-tax margin 22.1bp 25-28bp
by 2022
Pre-tax profit 917m >10% growth p.a.
over 2020-22 cycle
RoCET1 27% >30%
by 2022

The Group’s own floors are as follows:

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

1 Excluding integration and restructuring expenses and the amortisation of intangible assets related to acquisitions and divestments as well as taxes on those respective items, according to the Alternative Performance Measures document
2 Excluding adjusted provisions and losses
3 BIS Total Capital Ratio: Total eligible capital divided by risk-weighted assets in %
4 BIS CET1 Capital Ratio: CET1 eligible capital divided by risk-weighted assets in %

Contact

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