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Business Report At a glance

At a glance

2023

2022

Change

Consolidated income statement (in CHF 1'000)

Revenues from asset management services

81 793

104 383

– 21.6%

Total operating income

81 891

95 862

– 14.6%

Total operating expenses

– 58 185

– 61 044

– 4.7%

Total operating profit

23 706

34 818

– 31.9%

Group profit before tax from continuing operations

20 043

31 194

– 35.7%

Group net profit

15 223

25 300

– 39.8%

Cost-Income-ratio 1)

71.1%

63.7%

Undiluted/Diluted earnings per share (in CHF)

+1.15

+1.90

– 39.5%

Asset under management (in CHF million)

Total managed assets

6 933

9 413

– 26.3%

Net new money

– 1 228

– 577

– 112.8%

Consolidated balance sheet (in CHF 1'000)

Total assets

155 543

185 211

– 16.0%

Total liabilities

33 075

51 324

– 35.6%

Total shareholders' equity

122 468

133 887

– 8.5%

Total shareholders' equity after the proposed dividend

106 987

106 964

+0.0%

Equity per share (in CHF)

9.10

9.95

– 8.7%

Return on equity 2)

14.2%

23.2%

Dividend

Dividend per share (in CHF) 3)

1.15

2.00

– 42.5%

Dividend yield 4)

4.7%

5.3%

Staff (FTE)

Number of staff at cutoff date

94.4

96.9

– 2.6%

Year average number of staff

98.8

92.7

+6.6%

Share price

Share price of Bellevue Group registered shares (in CHF) as at 31.12.

24.50

37.40

– 34.5%

Year low / Year high (in CHF) 5)

18.60 / 40.90

28.70 / 43.70

Market capitalization (in CHF million)

330

503

– 34.5%

1) Defined as: operating expenses/operating income
2) Based on group net profit and average shareholders’ equity after deduction of the proposed dividend
3) Proposal of the Board of Directors to the Annual General Meeting
4) Calculated from share price as at 31.12.
5) End of day prices

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