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    Magdalena Stoklosa

    Research Analyst at Morgan Stanley

    Magdalena Stoklosa's questions to Julius Baer Group (JBAXY) leadership

    Magdalena Stoklosa's questions to Julius Baer Group (JBAXY) leadership • Q4 2022

    Question

    Magdalena Stoklosa asked about the underlying assumptions for NII sensitivity, particularly regarding loan growth and the client shift to term deposits. She also inquired about the geographic mix of the RM hiring pipeline and the strategic importance of the MENA region.

    Answer

    CEO Philipp Rickenbacher highlighted MENA as a strategically important region with strong growth and stated that the RM hiring pipeline is full across all nine focus markets. CFO Evie Kostakis clarified the NII sensitivity assumptions, noting the shift to time and call deposits has already increased from 7% to 43% of total deposits, and that there is potential upside to the sensitivity figures from balance sheet growth.

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