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|31.12.2020||31.12.2019||Change in %|
|Assets under management (CHF bn)*||433.7||426.1||1.8|
|Net new money (CHF bn, in period)||15.1||10.6|
|Total assets (CHF m)||109,137.0||102,035.2||7.0|
|BIS total capital ratio*||21.0%||22.1%|
|BIS CET1 capital ratio*||14.9%||14.0%|
|Number of employees||6,606||6,639||-0.5|
|Number of relationship managers||1,376||1,467||-6.2|
*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% |
|Pre-tax margin||22.1bp||27.2bp||25-28bp |
|Pre-tax profit||917m||1,114m||>10% growth p.a. |
over 2020-22 cycle
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 %
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: A3
- Counterparty Risk Assessment: A1(cr) for the long term, Prime-1(cr) for the short term