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Financial Information

Exclusive strategic focus on wealth management with a long history of profitability.

Key figures

  31.12.2022 31.12.2021 Change in %
Assets under management (CHF bn)* 424.1 481.7 -12.0
Net new money (CHF bn) 8.7 19.6 -
Total assets (CHF m) 105,643.7 116,305.8 -9.2
Total equity (CHF m) 6,289.7 6,743.3 -6.7
BIS total capital ratio* 21.7% 24.0% -
BIS CET1 capital ratio* 14.0% 16.4% -
Number of employees 6,891 6,727 2.4
Number of relationship managers 1,248 1,274 -2.0

*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

Achieved all medium-term financial targets 2020 - 2022

All targets are based on adjusted results1 2020 2021 2022 Medium-term targets
Cost/income ratio 66.4% 63.8% 65.9% <67%
by 2022
Pre-tax margin 27.2bp 28.2bp 27.0bp 25-28bp
by 2022
Profit before taxes CHF 1,114.5m CHF 1,328.9m CHF 1,199m
10.3% avg. growth
(over cycle)
>10% growth p.a.
over 2020-22 cycle2
RoCET1 32% 34% 34% >30%
by 2022

The Group’s own floors are as follows:

  • BIS Total Capital Ratio3: >15%
  • BIS CET1 Capital Ratio4: >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 Relative to 2019 adjusted PBT of CHF 917m
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 %

 

Medium-term financial targets 2023 - 2025

All targets are based on adjusted results1 Medium-term targets
Cost/income ratio <64%
by 2025
Pre-tax margin 28-31bp
by 2025
Profit before taxes >10% growth p.a.
over 2023-25 cycle
RoCET1 >30%
over 2023-25 cycle

1 Adjusted: Excluding expenses related to acquisitions or divestments (M&A-related expenses) and the taxes on those respective items. For definitions and more details please refer to the Alternative Performance Measures document, available below.

Agency ratings

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: A2
  • Counterparty Risk Assessment: Aa3(cr) for the long term, Prime-1(cr) for the short term