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Julius Bär Gruppe (BAER) investor relations material
Julius Bär Gruppe Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic sustainability framework
Holistic approach integrates responsible wealth management and citizenship, focusing on climate, diversity, and community engagement.
Empowers clients to make positive impacts through tailored products, solutions, and education.
Prioritizes net-zero targets, diverse and inclusive workplace, and integration of sustainability risks.
Sustainability governance
Board of Directors oversees strategy, risks, and non-financial reporting, with committees monitoring sustainability and regulatory developments.
Executive Board integrates sustainability into objectives and remuneration, and supervises the Sustainability Committee.
Sustainability Committee, chaired by Deputy CEO/COO, sets strategy and manages risks.
Dedicated Sustainability Team develops strategy and proposes new topics.
2025 sustainability progress and highlights
Achieved AAA MSCI ESG rating and 40% of AuM classified as responsible or sustainable investments.
Reduced business travel emissions by 45% vs. 2019 and scope 1 and 2 emissions by 58%.
49% of investments allocated to companies with SBTi targets; 31% women in Director and above roles.
Over 500 client-facing employees received in-depth sustainability training.
- AuM up 11% to CHF 474bn, but adjusted net profit down 15% to CHF 460m.BAER
H1 20243 Feb 2026 - Record AuM and strong underlying profit growth, despite lower IFRS net profit from one-offs.BAER
H2 2025 (Media)2 Feb 2026 - Record AuM and strong underlying profit growth, despite lower IFRS net profit from one-offs.BAER
H2 20252 Feb 2026 - AuM up 12% to CHF 480bn, net inflows strong, CET1 ratio at 16.7%, new CEO in January.BAER
Trading Update13 Jan 2026 - Record AuM, profit growth, cost cuts, and muted outlook amid Basel 3 capital headwinds.BAER
H2 2024 (Media)9 Jan 2026 - Record AUM and profit growth, with cost discipline and Basel III capital impact ahead.BAER
H2 20249 Jan 2026 - Record AuM, strong capital, and credit review completion drive strategic focus and resilience.BAER
Trading Update24 Nov 2025 - Targets 4–5% net new money growth and cost/income ratio below 67% by 2028.BAER
Strategy Update20 Nov 2025 - Net inflows, improved margins, and strong capital ratios set the stage for a June strategy update.BAER
Trading Update19 Nov 2025
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