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Benoit Valleaux
  • Benoit Valleaux

ODDO : Private banks expected to continue to grow

The three listed Swiss private banks, EFG International, Julius Baer and Vontobel, benefit from favourable operating momentum with sustained net inflows in private banking and an expected improvement in their cost/income ratio (-5.5 points in four years) and RoTE (+1.5 points in four years). Among them, we prefer Julius Baer (initiation on Outperform, target price CHF 68), for the turnaround in its profitability and the resumption of share buybacks as of next year. We are initiating coverage on ...

Benoit Valleaux
  • Benoit Valleaux

ODDO : Poursuite attendue de la croissance des banques privées

Les 3 banque privées suisses cotées EFG International, Julius Baer et Vontobel, bénéficient d’une dynamique opérationnelle favorable, avec, notamment, une collecte nette soutenue en banque privée et une amélioration attendue de leur coefficient d’exploitation (-5.5 points en 4 ans) et de leur RoTE (+1.5 point en 4 ans). Parmi elles, nous préférons Julius Baer (initiation à Surperformance, OC de 68 CHF), pour le redressement de sa rentabilité et la reprise de rachats d’actions à partir de l’année...

Julius Baer Group Ltd: 1 director

A director at Julius Baer Group Ltd bought 500 shares at 55.273CHF and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...

 PRESS RELEASE

Julius Baer further streamlines its organisation to reinforce focus on...

Julius Baer Group Ltd. / Key word(s): Miscellaneous Julius Baer further streamlines its organisation to reinforce focus on clients and sustainable growth 07.04.2025 / 07:00 CET/CEST Julius Baer announces further organisational changes following the establishment of the new and the , as communicated in . The changes will further simplify the organisation by creating one Global Products & Solutions unit, structure the client business in three Regions, and appoint one lead for all digital business transformation initiatives. Zurich, 7 April 2025 – With these changes, effective...

 PRESS RELEASE

Julius Bär strafft Organisation weiter, um Kundenfokus und nachhaltige...

Julius Baer Group Ltd. / Schlagwort(e): Sonstiges Julius Bär strafft Organisation weiter, um Kundenfokus und nachhaltiges Wachstum zu stärken 07.04.2025 / 07:00 CET/CEST Nach der im angekündigten Verkleinerung der und der Bildung eines gibt Julius Bär weitere organisatorische Veränderungen bekannt. Mit der Schaffung einer globalen Produkt- und Lösungseinheit, der Gliederung des Kundengeschäfts in drei Regionen und der Ernennung eines Leiters für alle Digital Business Transformation-Initiativen wird die Organisation weiter vereinfacht. Zürich, 7. April 2025 – Mit diesen Än...

 PRESS RELEASE

Sale of domestic Brazilian business successfully completed

Julius Baer Group Ltd. / Key word(s): Miscellaneous/Strategic Company Decision Sale of domestic Brazilian business successfully completed 28.03.2025 / 17:45 CET/CEST Julius Baer Group announces the successful closing of the sale of its domestic Brazilian wealth management operation to BTG Pactual on 28 March 2025. Zurich, 28 March 2025 – Following the signing of an agreement to sell Julius Baer Brasil Gestão de Patrimônio e Consultoria de Valores Mobiliários Ltda. (Julius Baer Brazil) to Banco BTG Pactual S.A. (BTG) on 7 January 2025, all pre-closing steps were efficiently a...

 PRESS RELEASE

Julius Baer entra nel mercato italiano onshore

Julius Baer Group Ltd. / Parola (s): Espansione/Altro Parola chiave Julius Baer entra nel mercato italiano onshore 18.03.2025 / 07:00 CET/CEST Julius Baer espande la sua presenza in Europa con l’apertura di una nuova sede in Italia. Roberto Coletta è stato nominato responsabile della nuova succursale, la cui apertura è prevista entro la prima metà del 2025. Zurigo, 18 marzo 2025 – Julius Baer entra nel mercato italiano onshore e aprirà una succursale dedicata a Milano, avendo ricevuto le necessarie approvazioni normative. L’apertura della nuova sede è prevista entro la prim...

 PRESS RELEASE

Julius Baer to enter Italian onshore market

Julius Baer Group Ltd. / Key word(s): Expansion Julius Baer to enter Italian onshore market 18.03.2025 / 07:00 CET/CEST Julius Baer is expanding its presence in Europe by setting up a dedicated branch in Italy. Roberto Coletta has been appointed as head of the new branch, which is expected to open in the first half of 2025. Zurich, 18 March 2025 – Julius Baer has received the necessary regulatory approvals to enter the Italian onshore market and opening a dedicated branch in Milan, Italy. The new branch is expected to open in the first half of 2025 and will serve Italian ul...

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