Baer's international expansion increases its long-term growth potential.
Wide-moat Julius Baer published a short update on its performance for the first four months of 2017, presenting good net new money generation and an improving trend in the cost/income ratio. The addition of 116 new relationship managers during the second half of 2016 is starting to bear fruit, delivering accelerated inflows to assets under management in the middle of Baer’s targeted 4%-6% range. As a result, total assets under management grew CHF 20 billion or 6% to CHF 356 billion in the first ...
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Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
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