Julius Bär Gruppe Management

Management criteria checks 3/4

Julius Bär Gruppe's CEO is Nic Dreckmann, appointed in Jan 2017, has a tenure of 7.83 years. total yearly compensation is CHF2.00M, comprised of 37.6% salary and 62.4% bonuses, including company stock and options. directly owns 0.049% of the company’s shares, worth CHF5.75M. The average tenure of the management team and the board of directors is 3.6 years and 4.2 years respectively.

Key information

Nic Dreckmann

Chief executive officer

CHF 2.0m

Total compensation

CEO salary percentage	37.6%
CEO tenure	7.8yrs
CEO ownership	0.05%
Management average tenure	3.6yrs
Board average tenure	4.2yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Nic Dreckmann's remuneration changed compared to Julius Bär Gruppe's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2024	n/a	n/a	CHF 374m
Mar 31 2024	n/a	n/a	CHF 414m
Dec 31 2023	CHF 2m	CHF 750k	CHF 454m

Compensation vs Market: Nic's total compensation ($USD2.25M) is below average for companies of similar size in the UK market ($USD5.72M).

Compensation vs Earnings: Insufficient data to compare Nic's compensation with company performance.

CEO

Nic Dreckmann (50 yo)

7.8yrs

Tenure

CHF 1,996,000

Compensation

Mr. Nic Dreckmann serves as Chief Operating Officer and Member of the Executive Board at Bank Julius Baer & Co. Ltd since 2017 and serves as its Head of Intermediaries since January 2020 and served as its...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Nic Dreckmann	Interim CEO & Member of Executive Board	7.8yrs	CHF 2.00m	0.049% CHF 5.7m
Evangelia Kostakis	CFO & Member of the Executive Board	2.3yrs	no data	0.012% CHF 1.4m
Christoph Hiestand	Group General Counsel & Member of the Executive Board	less than a year	no data	no data
Guido Ruoss	Chief Human Resources Officer & Corporate Affairs and Member of Executive Board	9.3yrs	no data	no data
Carlos Miralles	Head of Americas & Iberia and Member of Executive Board	1.1yrs	no data	no data
Oliver Bartholet	Chief Risk Officer & Member of Executive Board	6.7yrs	no data	0.032% CHF 3.8m
Kong Lee	Member of the Executive Board & Head of Asia Pacific	4.8yrs	no data	0.061% CHF 7.1m
Yves Bonzon	Co-Head of IWMS	8.8yrs	no data	0.042% CHF 4.9m
Nicolas de Skowronski	Co-Head of IWMS	4.8yrs	no data	0.028% CHF 3.3m
Luigi Vignola	Head of Markets & Member of Executive Board	2.3yrs	no data	0.024% CHF 2.9m
Rahul Malhotra	Head of Emerging Markets & Member of Executive Board	less than a year	no data	no data
Sonia Gossi	Head of Switzerland & Europe & Member of Executive Board	less than a year	no data	no data

3.6yrs

Average Tenure

54yo

Average Age

Experienced Management: 0QO6's management team is considered experienced (3.6 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Kenny Choy	Team Head for Greater China Markets & Executive Director	less than a year	no data	no data
Raymond Baer	Honorary Chairman	12.6yrs	CHF 5.00k	no data
Romeo Lacher	Independent Non-Executive Chairman	5.6yrs	CHF 654.00k	0.025% CHF 3.0m
Olga Zoutendijk	Independent Director	5.6yrs	CHF 258.00k	0.0050% CHF 593.3k
Kathryn Shih	Independent Director	4.2yrs	CHF 293.00k	0.0042% CHF 499.2k
Bruce Fletcher	Independent Director	less than a year	no data	no data
Tomas Muina	Independent Director	2.6yrs	CHF 306.00k	0.0021% CHF 241.3k
Richard Campbell-Breeden	Independent Vice Chairman	6.6yrs	CHF 299.00k	0.010% CHF 1.2m
Juerg Hunziker	Independent Director	1.6yrs	CHF 199.00k	0.00024% CHF 28.3k
Eunice Zehnder-Lai	Independent Director	5.6yrs	CHF 290.00k	0.0050% CHF 593.3k
Andrea Sambo	Independent Director	less than a year	no data	no data

4.2yrs

Average Tenure

63yo

Average Age

Experienced Board: 0QO6's board of directors are considered experienced (4.2 years average tenure).

Julius Bär Gruppe Management

Management criteria checks 3/4

Key information

Recent management updates

High number of new directors

Julius Baer Hires Urs Brudermann as Group Head Thailand

Kenny Choy Joins as Team Head at Julius Baer

Julius Baer Announces Executive Changes

Julius Baer Appoints Malcolm Tay as Group Head of South-East Asia

Julius Baer Group Ltd. Announces Board Changes

Recent updates

High number of new directors

First half 2024 earnings released: EPS: CHF2.20 (vs CHF2.58 in 1H 2023)

Julius Bär Gruppe AG to Report Fiscal Year 2024 Final Results on Mar 17, 2025

Julius Baer Hires Urs Brudermann as Group Head Thailand

BNP Paribas, UBS Reportedly Show Interest in HSBC’s German Wealth Unit

Kenny Choy Joins as Team Head at Julius Baer

Julius Baer Announces Executive Changes

Upcoming dividend of CHF2.60 per share

Full year 2023 earnings released: EPS: CHF2.21 (vs CHF4.56 in FY 2022)

Julius Baer Appoints Malcolm Tay as Group Head of South-East Asia

Julius Baer Group Ltd. Announces Board Changes

New minor risk - Profit margin trend

Julius Baer Group Ltd Proposes Ordinary Dividend for the Financial Year 2023, Payable on April 17, 2024

Julius Bär Gruppe AG to Report First Half, 2024 Results on Jul 25, 2024

Investor sentiment deteriorates as stock falls 15%

Julius Baer Promotes Kunal Sumaya to Market Head Global NRI (Non-Resident Indians), Effective 1 January 2024

Anima Holding SpA (BIT:ANIM) agreed to acquire Kairos Partners SGR SpA from Julius Bär Gruppe AG (SWX:BAER) and other shareholders for €25 million.

Anima Holding SpA (BIT:ANIM) agreed to acquire Kairos Partners SGR SpA from Kairos Investment Management SpA, Julius Bär Gruppe AG (SWX:BAER) and other shareholders for €25 million.

Julius Baer Appoints Rahul Malhotra to the Newly Restructured Executive Board

Julius Baer Announces Management Changes

Julius Baer Appoints Ricccardo Corzani as Head of A New Group and New Market Head for Italy

Now 21% undervalued after recent price drop

First half 2023 earnings released: EPS: CHF2.58 (vs CHF2.15 in 1H 2022)

Julius Bär Gruppe AG, Annual General Meeting, Apr 11, 2024

New minor risk - Shareholder dilution

Now 22% undervalued after recent price drop

Julius Bär Gruppe AG to Report 10 Months 2023 Results on Nov 20, 2023

Now 20% undervalued

Upcoming dividend of CHF2.60 per share at 4.2% yield

Investor sentiment deteriorates as stock falls 15%

Now 22% undervalued

Now 20% undervalued

Full year 2022 earnings released: EPS: CHF4.56 (vs CHF5.06 in FY 2021)

Julius Bär Gruppe AG to Report First Half, 2023 Results on Jul 24, 2023

Julius Bär Gruppe AG to Report First Half, 2023 Results on Jul 24, 2023

Now 20% undervalued after recent price drop

Now 23% undervalued

Now 20% undervalued after recent price drop

First half 2022 earnings released

Julius Bär Gruppe AG to Report Fiscal Year 2022 Final Results on Mar 20, 2023

Julius Baer India Appoints Umang Papneja as Chief Executive Officer

Julius Bär Gruppe AG Appoints Luigi Vignola to the Executive Board

Management of Fransad Gestion SA acquired Fransad Gestion SA from Julius Bär Gruppe AG (SWX:BAER).

An unknown buyer acquired Fransad Gestion SA from Julius Bär Gruppe AG (SWX:BAER).

High number of new directors

High number of new directors

Julius Bär Gruppe AG Elects Tomas Varela Muia as New Independent Member of the Board of Directors

Upcoming dividend of CHF2.60 per share

Investor sentiment deteriorated over the past week

Full year 2021 earnings: Revenues in line with analyst expectations

Julius Bär Gruppe AG (SWX:BAER) announces an Equity Buyback for CHF 400 million worth of its shares.

Julius Baer Group Ltd. Proposes Dividend for the Full Year 2021, Payable on 20 April 2022

Head Global India & Developed Markets Torsten Linke has left the company

First half 2021 earnings released: EPS CHF2.81 (vs CHF2.28 in 1H 2020)

Independent Vice Chairman of the Board Charles Gerald Stonehill has left the company

Upcoming dividend of CHF1.75 per share

New 90-day high: CHF56.21

Julius Bär Gruppe AG Announces That Charles Stonehill, Chairman Has Decided Not to Stand for Re-Election

Full year 2020 earnings released: EPS CHF3.25 (vs CHF2.14 in FY 2019)

Revenue beats expectations

Julius Bär Gruppe AG to Report First Half, 2021 Results on Jul 20, 2021

New 90-day high: CHF55.48

New 90-day high: CHF54.24

Julius Baer Reaches Agreement to Resolve FIFA Matter in the US

New 90-day high: CHF44.66

The unknown buyers acquired 30% stake in Kairòs Investment Management SpA from Julius Bär Gruppe AG (SWX:BAER).

New 90-day high: CHF44.15

Julius Bär Gruppe AG to Report Fiscal Year 2020 Final Results on Mar 22, 2021

Julius Baer Announces Resignation of Christian Meissner as the Board of Directors