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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 targets

The financial targets are as follows:

  H2 2018
adjusted results1
H1 2019
adjusted results1
Medium-term targets
Net new money 3.8% 3.2% 4-6%
Cost income ratio2 74.3% 71.0% <68%
Pre-tax margin 19.9bp 23.0bp 25-28bp
RoCET1 24% 28% >32%


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
2 Excluding valuation allowances, 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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