EN CONTACT FINANCIAL INFORMATION HOME MEDIA & INVESTORS FINANCIAL INFORMATION Exclusive strategic focus on wealth management with a long history of profitability. Financial reporting Key figures Medium-term financial targets Agency ratings Capital & debt instruments Investor Relations team Key figures 30.06.2021 30.06.2020 31.12.2020 Change in % Assets under management (CHF bn)* 485.9 401.8 433.7 12.0 Net new money (CHF bn, in period) 9.9 5.0 10.1 - Total assets (CHF m) 113,578.3 107,359.3 109,137.0 4.1 Total equity 6,725.6 6,289.8 6,434.1 4.5 BIS total capital ratio* 22.8% 20.0% 21.0% - BIS CET1 capital ratio* 16.6% 13.9% 14.9% - Number of employees 6,667 6,729 6,606 0.9 Number of relationship managers 1,341 1,456 1,376 -2.5 *These figures are updated quarterly and published in our Interim Management Statement. Further information can be found in the Key figures table below. Key figures table | PDF, 27 KB 21.07.2021 Julius Baer’s medium-term financial targets All targets are based on adjusted results1 2019 2020 Medium-term targets Cost income ratio 71.1% 66.4% <67% by 2022 Pre-tax margin 22.1bp 27.2bp 25-28bp by 2022 Pre-tax profit 917m 1,114m >10% growth p.a. over 2020-22 cycle RoCET1 27% 32% >30% by 2022 The Group’s own floors are as follows: BIS Total Capital Ratio2: >15% BIS CET1 Capital Ratio3: >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 BIS Total Capital Ratio: Total eligible capital divided by risk-weighted assets in % 3 BIS CET1 Capital Ratio: CET1 eligible capital divided by risk-weighted assets in % Alternative Performance Measures Half-year 2021 | PDF, 53 KB 21.07.2021 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 MEDIA & INVESTORS NEWS & EVENTS BUSINESS AND STRATEGY FINANCIAL INFORMATION SHARE INFORMATION CORPORATE GOVERNANCE CONTACTS ABOUT US CONTACT LEGAL DATA PRIVACY POLICY TERMS OF USE COOKIE SETTINGS NEWS ALERT © 2021 JULIUS BAER Certain products and services of the Julius Baer Group are not accessible to residents and/or nationals of certain countries. Website users are therefore asked to consult the Terms of use applicable to this website and to contact their nearest Julius Baer entity (“Locations”) for information on products and services available in their country. Furthermore, users may consult their legal/tax advisors should they require any clarifications on the interpretation of the Terms of use. Privacy settings We use cookies to make our website user-friendly for you. Please click "accept" or "customise settings" to customise which cookies will be set. Your preferences expire after six months. A default 'no consent' option applies in case no choice is made. Detailed information on the handling of cookies and data privacy, as well as your right to withdraw your consent at any time, can be found in our Data Privacy Policy. CUSTOMISE SETTINGS ACCEPT