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Michael Klien

Research Analyst at Zurcher Kantonalbank (zurich Cantonalbank)

Michael Klien is an Equity Analyst at Zürcher Kantonalbank, specializing in research and analysis of Swiss financial institutions with a particular focus on firms such as Julius Baer, UBS, Partners Group, Swissquote, SGKB, and VP Bank. He has gained recognition for his coverage of these companies, notably shaping market sentiment with thorough forecasts, and he often provides performance outlooks, such as projecting Julius Baer's loan exposure and potential credit losses. Klien's tenure at Zürcher Kantonalbank includes leading thematic reports and sector outlooks, with his analysis frequently cited in industry publications, and he has established a strong reputation within the Swiss financial sector. His professional credentials include conducting sell-side research for institutional clients and providing earnings insights, but details on specific registrations or securities licenses are not publicly available.

Michael Klien's questions to Julius Baer Group (JBAXY) leadership

Question · H1 2023

Michael Klien from Zürcher Kantonalbank asked for a regional breakdown of the recent relationship manager hires. He also had curiosity-driven questions about the nature of CHF 481 million in unrated debt instruments and the reason for a CHF 55.7 million increase in legal provisions.

Answer

CEO Philipp Rickenbacher said that new hires came from all key geographies in line with the bank's nine focus markets. He explained the increase in legal provisions was a prudent reassessment of outstanding cases. CFO Evie Kostakis clarified that the unrated debt instruments were simply financial paper without a formal rating.

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