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Financial Targets

Julius Baer’s medium-term targets

The financial targets are as follows:

  FY 2018
Adjusted Results1
Medium-term targets
Net new money 4.5% 4-6%
Cost income ratio2 70.6% <68%
Pre-tax margin 24.8bp 25-28bp
RoCET1 30% >32%

The Group's own floors are as follows:

  • BIS Total Capital Ratio3: >15%
  • BIS CET1 Capital Ratio4: >11%

1 Excluding integration and restructuring expenses and the amortisation of intangible assets related to acquisitions and divestments as well as taxes on those respective items
2 Excluding valuation allowances, provisions and losses
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 %

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

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