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    Jonas Floriani

    former Equity Research Vice President at KBW

    Jonas Floriani is a former Equity Research Vice President at KBW in London, where he specialized in covering Swiss private banks, Greek banks, and provided secondary coverage of Italian banks. Over his three and a half years at KBW, he analyzed major institutions such as Julius Baer Group, earning a reputation for incisive earnings call insights and comprehensive financial analysis. Floriani began his career as an Equity Research Associate at Jefferies and previously held roles at Banco do Brasil and IG Markets, before joining KBW and later becoming Director of Research at AXIA Ventures Group in 2017. He holds a BA in Finance from the Federal University of Rio Grande do Sul and completed the Investment Management Program at London Business School, combining international banking expertise with advanced financial credentials.

    Jonas Floriani's questions to Julius Baer Group (JBAXY) leadership

    Jonas Floriani's questions to Julius Baer Group (JBAXY) leadership • Q4 2015

    Question

    Jonas Floriani of KBW requested more details on the IT platform renewal, including investment size and timeframe, and asked for visibility on the future evolution of the 'other components of equity' line on the balance sheet.

    Answer

    CFO Dieter Enkelmann detailed the 'other components of equity,' explaining that the AFS portfolio fluctuates with U.S. dollar interest rates, the defined benefit obligation is linked to discount rates, and FX translation differences are driven by currency movements like the Euro and Brazilian Real against the Swiss Franc, making them difficult to forecast. The IT renewal question was not directly answered in the provided transcript segment.

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