At a glance
2024 | 2023 | Change | ||||
Consolidated income statement (in CHF 1'000) | ||||||
Revenues from asset management services | 69 581 | 81 793 | – 14.9% | |||
Total operating income | 70 173 | 81 891 | – 14.3% | |||
Total operating expenses | – 53 483 | – 58 185 | – 8.1% | |||
Total operating profit | 16 690 | 23 706 | – 29.6% | |||
Group profit before tax from continuing operations | 11 987 | 20 043 | – 40.2% | |||
Group net profit | 9 159 | 15 223 | – 39.8% | |||
Cost-Income-ratio 1) | 76.2% | 71.1% | – | |||
Undiluted/Diluted earnings per share (in CHF) | +0.69 | +1.15 | – 40.0% | |||
Asset under management (in CHF million) | ||||||
Total managed assets | 5 755 | 6 933 | – 17.0% | |||
Net new money | – 1 117 | – 1 228 | +9.0% | |||
Consolidated balance sheet (in CHF 1'000) | ||||||
Total assets | 162 271 | 155 543 | +4.3% | |||
Total liabilities | 43 751 | 33 075 | +32.3% | |||
Total shareholders' equity | 118 520 | 122 468 | – 3.2% | |||
Total shareholders' equity after the proposed dividend | 109 097 | 106 987 | +2.0% | |||
Equity per share (in CHF) | 8.80 | 9.10 | – 8.7% | |||
Return on equity 2) | 8.5% | 14.2% | – | |||
Dividend | ||||||
Dividend per share (in CHF) 3) | 0.70 | 1.15 | – 39.1% | |||
Dividend yield 4) | 6.2% | 4.7% | – | |||
Staff (FTE) | ||||||
Number of staff at cutoff date | 85.6 | 94.4 | – 9.3% | |||
Year average number of staff | 88.2 | 98.8 | – 10.7% | |||
Share price | ||||||
Share price of Bellevue Group registered shares (in CHF) as at 31.12. | 11.25 | 24.50 | – 54.1% | |||
Year low / Year high (in CHF) 5) | 11.25 / 24.20 | 18.60 / 40.90 | ||||
Market capitalization (in CHF million) | 151 | 330 | – 54.1% |
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