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    Peter Casanova

    Senior Analyst at Kepler Cheuvreux

    Peter Casanova is a Senior Analyst at Kepler Cheuvreux specializing in the coverage of European banks and insurance firms, including companies such as Julius Baer Group and Credit Suisse. His track record includes recognized equity research insights, with performance evidenced by active participation in earnings calls and industry commentary; he is noted for his analytical rigor but public quantitative performance metrics are limited. Casanova's career began with stock research roles at Bank Sarasin & Cie and continued across notable institutions including Luzerner Kantonalbank, Bank Vontobel, UBS, and Deutsche Bank before joining Kepler Cheuvreux, where he spent three years before moving to Julius Baer as a buy-side analyst. While specific securities licenses or FINRA registrations are not public, Casanova's multi-firm tenure and focus on regulated banking coverage suggest strong industry credentials and compliance experience.

    Peter Casanova's questions to Julius Baer Group (JBAXY) leadership

    Peter Casanova's questions to Julius Baer Group (JBAXY) leadership • Q4 2015

    Question

    Peter Casanova from Kepler Cheuvreux sought clarification on the combined AuM percentage of Switzerland and Asia and questioned whether the group's tax rate would rise over time due to expected growth in high-tax regions.

    Answer

    CFO Dieter Enkelmann confirmed that Switzerland and Asia together represent slightly less than 40% of total AuM. He stated that the tax rate is expected to remain between 16-17% in the foreseeable future, as key growth markets like Hong Kong, Singapore, and the U.K. have lower tax rates than Switzerland, and the firm has tax loss carry-forwards in Germany and the U.K.

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