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|30.06.2020||30.06.2019||31.12.2019||Change to |
31.12.2019 in %
|Assets under management (CHF bn)*||401.8||412.3||426.1||-5.7|
|Net new money (CHF bn, in period)||5.0||6.2||4.4|
|Total assets (CHF m)||107,359.3||103,654.9||102,035.2||5.2|
|BIS total capital ratio*||20.0%||20.7%||22.1%|
|BIS CET1 capital ratio*||13.9%||13.1%||14.0%|
|Number of employees||6,729||6,768||6,639||1.4|
|Number of relationship managers||1,456||1,490||1,467||-0.7|
*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||H1 2020||Medium-term targets|
|Cost income ratio||71.1%||66.6%||<67% |
|Pre-tax margin||22.1bp||30.5bp||25-28bp |
|Pre-tax profit||917m||616m||>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