Julius Baer Group Ltd Company Profile and SWOT Analysis by WMIntelligence

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									Julius Baer Group Ltd.

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Julius Baer Group Ltd.

Fast Facts
                                         Bahnhofstrasse 36, Zurich,
Headquarters Address
                                         8010,Switzerland

Telephone                                + 41 58 8881111

Fax                                      + 41 58 8885517

Website                                  www.juliusbaer.com

Ticker Symbol, Stock Exchange            BAER VX (Swiss Exchange)

Number of Employees                      3,600

Fiscal Year End                          December

Total Income (in US$ million)            1,787.00

Total Income (in CHF million)            1,858.48




SWOT Analysis

Strengths                                Weaknesses

Global presence                          Declining interest income

Growing assets under management          Legal actions

Market recognition

Opportunities                            Threats

Award wins                               Competition

Significant increase in financial wealth
                                         Fluctuations in market interest rates
of HNWIs

Strategic acquisitions                   Tax evasion treaty

Strategic initiatives                    Weak global economic outlook




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Julius Baer Group Ltd. - SWOT Profile                                               Page 1
Julius Baer Group Ltd.

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TABLE OF CONTENTS

1     Business Analysis ................................................................................................................................... 5
    1.1     Company Overview .................................................................................................................................................5
    1.2     Business Description ...............................................................................................................................................5
    1.3     Major Products and Services ...................................................................................................................................6
2     Analysis of Key Performance Indicators ............................................................................................... 7
    2.1     Five Year Snapshot: Overview of Financial and Operational Performance Indicators ...........................................7
    2.2     Key Financial Performance Indicators .....................................................................................................................9
      2.2.1        Total Income and Net Profit Margin .................................................................................................................9
      2.2.2        Asset, Liabilities and Capex ..........................................................................................................................10
      2.2.3        Gearing Ratio .................................................................................................................................................11
      2.2.4        Valuation ........................................................................................................................................................12
    2.3     Key Competitors ....................................................................................................................................................13
3     Recent Developments ........................................................................................................................... 14
4     SWOT Analysis ...................................................................................................................................... 15
    4.1     SWOT Analysis - Overview ...................................................................................................................................15
    4.2     Strengths ...............................................................................................................................................................15
    4.3     Weaknesses ..........................................................................................................................................................15
    4.4     Opportunities .........................................................................................................................................................16
    4.5     Threats ...................................................................................................................................................................17
5     Company Statement .............................................................................................................................. 18
6     History .................................................................................................................................................... 19
7     Key Employees ...................................................................................................................................... 20
8     Key Employee Biographies................................................................................................................... 21
9     Locations and Subsidiaries .................................................................................................................. 22
    9.1     Head Office ............................................................................................................................................................22
    9.2     Other Locations and Subsidiaries ..........................................................................................................................22
10    Appendix ................................................................................................................................................ 24
    10.1    Methodology ..........................................................................................................................................................24
    10.2    Ratio Definitions .....................................................................................................................................................24
    10.3    Disclaimer ..............................................................................................................................................................28




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Julius Baer Group Ltd. - SWOT Profile                                                                                                                                       Page 2
Julius Baer Group Ltd.

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List of Tables

Table 1: Major Products and Services ..................................................................................................................................6
Table 2: Key Ratios - Annual ..................................................................................................................................................7
Table 3: Key Ratios - Interim ..................................................................................................................................................8
Table 4: Key Capital Market Indicators ..................................................................................................................................8
Table 5: History.....................................................................................................................................................................19
Table 6: Key Employees .......................................................................................................................................................20
Table 7: Key Employee Biographies ....................................................................................................................................21
Table 8: Subsidiaries ...............
								
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