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Daniel Regli

Senior Equity Research Analyst formerly at Credit Suisse Asset Management Llc/ny

Daniel Regli is a Senior Equity Research Analyst formerly at Credit Suisse, specializing in Swiss banks and financial sector equities with a focus on major financial institutions. He has covered listed companies such as Partners Group Holding and several prominent Swiss banks, achieving a 69% success rate on recommendations tracked by platforms like TipRanks, including standout returns such as a 64% gain on Partners Group Holding within a year. Regli began his finance career with roles at Octavian, MainFirst, Zürcher Kantonalbank, and GAM, holding positions from portfolio manager to equity analyst, before joining Credit Suisse and later returning to Zürcher Kantonalbank as a senior analyst. He holds advanced proficiencies in multiple languages and has significant experience managing equities and M&A transactions, supporting his credentials as a sector specialist in Swiss financial markets.

Daniel Regli's questions to Julius Baer Group (JBAXY) leadership

Question · Q2 2022

Daniel Regli of Credit Suisse asked about the drivers behind the reduction in Relationship Manager (RM) headcount, questioning if they were intended or regretted departures. He also inquired about the increase in back-office staff and the future outlook for the back-to-front ratio.

Answer

CEO Philipp Rickenbacher attributed the RM decline mainly to divestments and natural attrition, emphasizing that regretted losses have been extremely small. CFO Evie Kostakis added that much of the non-RM FTE increase came from cost-neutral internalizations and new trainees, and she does not expect significant growth in this area due to a hiring freeze.

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