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Key Figures


Key figures of the Julius Baer Group¹

  2018
CHF m
2017
CHF m
Change
in %
Consolidated income statement
Operating income 3,367.8 3,252.2 3.6
Adjusted operating expenses 2,390.7 2,263.6 5.6
Profit before taxes 977.1 988.6 -1.2
Adjusted net profit for the Group 809.7 805.6 0.5
IFRS net profit for the Group2 735.3 715.9 2.7
 
Cost/income ratio3 70.6% 69.0% -
Pre-tax margin (basis points) 24.8 27.3 -
 
  31.12.2018 31.12.2017 Change
in %
Assets under management (CHF bn)
Assets under management 382.1 388.4 -1.6
Net new money 17.4 22.2 -
 
Consolidated balance sheet (CHF m)
Total assets 102,898.3 97,917.6 5.1
Total equity 6,041.9 5,854.0 3.2
BIS total capital ratio 18.7% 21.2%4 -
BIS CET1 capital ratio 12.8% 13.5%4 -
Return on tangible equity (RoTE)5 28% 30% -
Return on common equity Tier 1 (RoCET1)6 30% 32% -
 
Personnel (FTE)
Number of employees 6,693 6,292 6.4
Number of relationship managers 1,501 1,396 7.6
 
Capital structure
Number of shares 223,809,448 223,809,448 -
Market capitalisation (CHF m) 7,836 13,339 -41.3
 
Moody's rating Bank Julius Baer & Co. Ltd.
Long-term deposit rating Aa2 Aa2  
Short-term deposit rating 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 audited IFRS financial statements the integration and restructuring expenses as well as the amortisation of intangible assets related to previous acquisitions or divestments and the taxes on those respective items.
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.
4 Basel III fully-applied.
5Adjusted net profit attributable to shareholders/(half-yearly) average shareholders' equity less goodwill and other intangible assets.
6Adjusted net profit attributable to shareholders/(half-yearly) average CET1 capital. 

Reconciliation consolidated financial statement¹ IFRS to adjusted net profit

  2018
CHF m
2017
CHF m
Change
to 2017 in %
IFRS net profit attributable to shareholders of Julius Baer Group Ltd. 735.4 704.8 4.3
Non-controlling interests -0.1 11.1 -
IFRS net profit for the Group 735.3 715.9 2.7
Amortisation of intangible assets related to previous acquisitions or divestments2 73.5 71.9 2.2
Integration, restructuring and transaction costs 9.6 30.2 -68.1
Tax impact -8.9 -12.4 -28.5
Net impact 74.3 89.8 -17.2
Adjusted net profit for the Group 809.7 805.6 0.5

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

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Alexander Van Leeuwen
  • Alexander van Leeuwen
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