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Key Figures

Key figures of the Julius Baer Group¹

  H1 2017
H1 2016
H2 2016
Change to H1 2016 in %
Consolidated income statement
Operating income 1,591.81,424.61,427.811.7
Adjusted operating expenses 1,098.1939.61,065.216.9
Profit before taxes 493.7485.0362.61.8
Adjusted net profit for the Group 403.6402.0303.60.4
Cost/income ratio2 69.1%64.7%73.0%-
Pre-tax margin (basis points) 28.432.222.3-
Assets under management (CHF bn) 30.06.201730.06.2016 31.12.2016 Change to 31.12.2016 in %
Assets under management354.7311.4336.25.5
Net new money (in period)
Consolidated balance sheet (CHF m)
Total assets 93,150.887,750.796,207.2-3.2
Total equity 5,427.55,171.55,353.91.4
BIS total capital ratio 18.5%17.3%17.5% -
BIS CET1 capital ratio 14.9%15.9%16.4%-
Personnel (FTE)      
Number of employees 6,2055,8566,0263.0
Number of relationship managers 1,3811,2841,383-0.1
Capital structure      
Number of shares223,809,448223,809,448223,809,448-
Market capitalisation (CHF m) 11,2918,68610,12311.5


Moody's rating Bank Julius Baer & Co. Ltd.3 
Long-term deposit rating Aa2Aa2 Aa2 -
Short-term deposit rating Prime -1Prime -1 Prime -1 -
Zurich, Switzerland SIX Swiss Exchange, under the securities number 10 248 496.
Member of the Swiss Market Index SMI.
Ticker symbols      
Bloomberg BAER VX
Reuters BAER.VX

BIS Total Capital Ratio and BIS CET1 Capital Ratio

The BIS total capital ratio of 18.5% and the BIS CET1 capital ratio of 14.9% are well above the minimum regulatory requirements and the Group’s own capital floors.

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. Including these items, the IFRS net profit for the first half of 2017 amounted to CHF 357 million (H1 2016 CHF 362 million, H2 2016 CHF 260 million).
2 Calculated using adjusted operating expenses, excluding valuation allowances, provisions and losses.

3 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.

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