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 7.75 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 MX$127.27M. The average tenure of the management team and the board of directors is 3.5 years and 4.1 years respectively.
Key information
Nic Dreckmann
Chief executive officer
CHF 2.0m
Total compensation
| CEO salary percentage | 37.6% |
| CEO tenure | 7.8yrs |
| CEO ownership | 0.05% |
| Management average tenure | 3.5yrs |
| Board average tenure | 4.1yrs |
Recent management updates
Recent updates
CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2024 | n/a | n/a | CHF 374m |
| Mar 31 2024 | n/a | n/a | CHF 414m |
| Dec 31 2023 | CHF 2m | CHF 750k | CHF 454m |
Compensation vs Market: Nic's total compensation ($USD2.31M) is below average for companies of similar size in the MX market ($USD5.78M).
Compensation vs Earnings: Insufficient data to compare Nic's compensation with company performance.
CEO
Nic Dreckmann (50 yo)
7.8yrs
Tenure
CHF 1,996,000
Compensation
Mr. Nic Dreckmann serves as Chief Operating Officer and Member of the Executive Board at Bank Julius Baer & Co. Ltd since 2017 and serves as its Head of Intermediaries since January 2020 and served as its...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Interim CEO & Member of Executive Board | 7.8yrs | CHF 2.00m | 0.049% MX$ 127.3m | |
| CFO & Member of the Executive Board | 2.3yrs | no data | 0.012% MX$ 31.0m | |
| Group General Counsel & Member of the Executive Board | less than a year | no data | no data | |
| Chief Human Resources Officer & Corporate Affairs and Member of Executive Board | 9.2yrs | no data | no data | |
| Head of Americas & Iberia and Member of Executive Board | less than a year | no data | no data | |
| Chief Risk Officer & Member of Executive Board | 6.6yrs | no data | 0.032% MX$ 84.2m | |
| Member of the Executive Board & Head of Asia Pacific | 4.8yrs | no data | 0.061% MX$ 157.8m | |
| Co-Head of IWMS | 8.8yrs | no data | 0.042% MX$ 109.4m | |
| Co-Head of IWMS | 4.8yrs | no data | 0.028% MX$ 73.6m | |
| Head of Markets & Member of Executive Board | 2.3yrs | no data | 0.024% MX$ 63.2m | |
| Head of Emerging Markets & Member of Executive Board | less than a year | no data | no data | |
| Head of Switzerland & Europe & Member of Executive Board | less than a year | no data | no data |
3.5yrs
Average Tenure
54yo
Average Age
Experienced Management: BAER N's management team is considered experienced (3.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Team Head for Greater China Markets & Executive Director | less than a year | no data | no data | |
| Honorary Chairman | 12.5yrs | CHF 5.00k | no data | |
| Independent Non-Executive Chairman | 5.5yrs | CHF 654.00k | 0.025% MX$ 65.6m | |
| Independent Director | 5.5yrs | CHF 258.00k | 0.0050% MX$ 13.1m | |
| Independent Director | 4.1yrs | CHF 293.00k | 0.0042% MX$ 11.0m | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | 2.5yrs | CHF 306.00k | 0.0021% MX$ 5.3m | |
| Independent Vice Chairman | 6.5yrs | CHF 299.00k | 0.010% MX$ 27.3m | |
| Independent Director | 1.5yrs | CHF 199.00k | 0.00024% MX$ 625.4k | |
| Independent Director | 5.5yrs | CHF 290.00k | 0.0050% MX$ 13.1m | |
| Independent Director | less than a year | no data | no data |
4.1yrs
Average Tenure
63yo
Average Age
Experienced Board: BAER N's board of directors are considered experienced (4.1 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/10/22 05:12 |
| End of Day Share Price | 2024/07/25 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Julius Bär Gruppe AG is covered by 41 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Dieter Hein | AlphaValue |
| Tomasz Grzelak | Baader Helvea Equity Research |
| Joachim Matha | Bank am Bellevue |