Julius Baer Gruppe Ag · SIX:BAER
Julius Baer Gruppe — Julius Baer — Investor Presentation (October 2003)
11 slides from Julius Baer Gruppe's investor presentation, Oct 30, 2003
Slide 1: Julius Baer – Big enough to matter – small enough to care
Julius Baer – Big enough to matter – small enough to care Raymond J. Baer, Chairman Geneva, 30 October 2003
Slide 2: A family tradition since 1890
A family tradition since 1890 § More than a century ago, Julius Baer laid the foundations of the Julius Baer Group. § All registered shares of Julius Baer Holding are held by the Baer family and by Julius Baer Group staff. § Representatives of the third and fourth generations of the Baer family are
Slide 3: The Baer family (members active in the Group)
The Baer family (members active in the Group) Julius Baer 1st *1857 †1922 Richard J. Baer Walter J. Baer Werner Baer 2nd *1892 †1940 *1895 †1970 *1899 †1960 Hans J. Baer Nicolas J. Baer Peter J. Baer *1927 *1924 *1930 †1998 3rd Thomas Baer Rudolf E. Baer *1937 *1938 4th Raymond J. Baer Marc Baer Mic
Slide 4: A strong family commitment, in good times as well as difficult ones
A strong family commitment, in good times as well as difficult ones Raymond J. Baer Rudolf E. Baer Marc Baer Chairman of the Member of the Member of the Board of Directors Board of Directors Board of Directors Béatrice Speiser Andy Baer Michael P. Baer Member of the Member of the Member of the Board
Slide 5: Long-term development of AuM
Long-term development of AuM CHF bn Doubling Doubling Doubling Doubling 160 142 140 128 126 120 114 106 100 95 81 80 64 60 45 46 49 33 40 23 20 24 27 26 30 14 18 20 11 0 83* 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 H1 03 Excl. Global Custody * First-time disclosure of assets under ma
Slide 6: Julius Baer business model
Julius Baer business model Group Private Banking Asset Management Trading & Sales Corporate Functions 6
Slide 7: Our vision and philosophy: True to you
Our vision and philosophy: True to you § Julius Baer is the leading Swiss private bank. We stand out in the field of asset management as a company whose brand name inspires trust. This trust is built on independence, transparency, the commitment of the Baer family and sustained profitability. § In e
Slide 8: Features of a unique market position
Features of a unique market position Family- owned Indepen- Swiss dent Financially SMI- strong listed 8
Slide 9: Close contact with our clients in selected target markets
Close contact with our clients in selected target markets Dubai Other Exclusively Private Banking 9
Slide 10: Close contact with our clients in selected target markets
Close contact with our clients in selected target markets London Since 1968 New York Staff: 60 Since 1940 Staff: 240 Dubai Cayman Islands Since 1974 Staff: 25 Other Exclusively Private Banking 10
Slide 11: Special significance of Geneva's financial sector
Special significance of Geneva’s financial sector § Accounting for approximately 40% of the assets under management in Switzerland, Geneva represents a cornerstone of the Swiss financial industry § The success of the Swiss banks is based primarily on their expertise, but also on the favorable operat