JULIUS BAER INTERNATIONAL LIMITED

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Accounting basis

IFRS

Reporting scope

Consolidated group

Auditor

KPMG LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The Directors have a reasonable expectation that the Group and Company has adequate resources to continue in operational existence for at least 12 months from the date of approval of the financial statements. Thus, they continue to adopt the going concern basis in preparing these financial statements.”

Group structure

1. JULIUS BAER INTERNATIONAL LIMITED · parent
   1. JB UK Facilities Limited 100% · UK · hold the property interests of Julius Baer International Limited

Significant events

• “The directors recommend the payment of a dividend of £31,000,000 during 2025 funded from 2024 profits (2023: £35,000,000). A capital reduction of 20,000,000 shares has been approved during 2024 and the full value of £20,000,000 is due to be repaid to Julius Baer Gruppe.”
• “Net new money inflows improved to GBP 0.85 billion, a year-on-year increase of 118%, with solid net contributions from domestic UK clients as well as clients domiciled overseas (particularly through contribution from Europe and Ireland).”
• “JBI moved location in Leeds in 2024 in response to its growing business, seeking better client and employee experience, and to support Julius Baer's commitment to be 'net zero in own operations' by 2030.”
• “JBI sought expansion in Scotland in 2024 and opened an office space in Glasgow. This offers private space to host clients local to Glasgow, has better access to key business introducers and allows JBI to continue to grow in Scotland.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

3

last 12 months

Capital events

2

last 24 months

Officers appointed

0

last 12 months

Officers resigned

0

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

• Turnover

  +0.9%

  £137,236,331 → £138,529,046

• Cash

  -5.3%

  £110,304,051 → £104,463,859

• Net assets

  -3%

  £122,013,409 → £118,387,496

• Employees

  +9.9%

  222 → 244

• Operating profit

  -12.1%

  £47,321,075 → £41,581,848

• Profit before tax

  -17.9%

  £51,506,210 → £42,275,086

• Wages

  +5.2%

  £45,725,445 → £48,080,312

Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers