Skip to main content

Key Figures


Key figures of the Julius Baer Group¹

  H1 2018
CHF m
H1 2017
CHF m
H2 2017
CHF m
Change
to H1 2017 in %
Consolidated income statement
Operating income 1,788.8 1,591.8 1,660.4 12.4
Adjusted operating expenses 1,206.1 1,098.1 1,165.5 9.8
Profit before taxes 582.7 493.7 494.9 18.0
Adjusted net profit for the Group 479.6 403.6 402.1 18.9
IFRS net profit for the Group2 443.8 356.8 359.1 24.4
 
Cost/income ratio3 67.3% 69.1% 68.9% -
Pre-tax margin (basis points) 29.8 28.4 26.2 -
 
  30.06.2018 30.06.2017 31.12.2017 Change
to 31.12.2017 in %
Assets under management (CHF bn)
Assets under management 399.9 354.7 388.4 3.0
Net new money (in period) 9.9 10.2 11.9 -
 
Consolidated balance sheet (CHF m)
Total assets 103,540.2 93,150.8 97,917.6 5.7
Total equity 5,788.7 5,427.5 5,854.0 -1.1
BIS total capital ratio 20.2% 18.5% 22.0% -
BIS CET1 capital ratio 13.7% 14.9% 16.7% -
 
Personnel (FTE)
Number of employees 6,643 6,205 6,292 5.6
Number of relationship managers 1,475 1,381 1,396 5.7
 
Capital structure
Number of shares 223,809,448 223,809,448 223,809,448 -
Market capitalisation (CHF m) 13,044 11,291 13,339 -2.2
 
Moody's rating Bank Julius Baer & Co. Ltd.
Long-term deposit rating Aa2 Aa2 Aa2 -
Short-term deposit rating Prime -1 Prime -1 Prime-1 -
 
Listing
Zurich, Switzerland SIX Swiss Exchange, under the securities number 10 248 496.
Member of the Swiss Market Index SMI.
 
Ticker symbol       BAER

1 Adjusted results derived by excluding from the reviewed IFRS financial statements the integration and restructuring expenses as well as the amortisation of intangible assets related to previous acquisitions or divestments.
2 Reconciliation with adjusted net profit for the Group is detailed in the table below.
3 Calculated using adjusted operating expenses, excluding provisions and losses.

Reconciliation consolidated financial statement¹ IFRS to adjusted net profit

  H1 2018
CHF m
H1 2017
CHF m
H2 2017
CHF m
Change
to H1 2017 in %
IFRS net profit attributable to shareholders of Julius Baer Group Ltd. 443.8 353.2 351.6 25.7
Non-controlling interests 0.0 3.7 7.5 -100.0
Profit after tax for the Group per consolidated Financial Statements (IFRS) 443.8 356.8 359.1 24.4
Amortisation of intangible assets related to previous acquisitions or divestments2 36.2 34.9 37.1 3.8
Integration, restructuring and transaction costs 4.0 20.0 10.2 -80.0
Tax impact -4.3 -8.1 -4.3 -47.1
Net impact 35.9 46.7 43.0 -23.2
Adjusted net profit for the Group 479.6 403.6 402.1 18.9

1 Detailed financial statements are available in the Half-year Report 2018
2 Further details on transaction-related amortisation can be found in the presentation to Investors, Analysts and Media

Contact Investors

Alexander Van Leeuwen
  • Alexander van Leeuwen
  • Investor Relations
  • Head Investor Relations
  • Tel: +41 (0)58 888 5256
  • > Send Email

Contact Media

Valeria Ancarani
  • Jan Vonder Muehll
  • Global Media Relations
  • Head Media Relations
  • Tel: +41 (0)58 888 8888
  • > Send Email

Welcome to Julius Baer

Landing Pages

Julius Baer Services