UBS Group AG · SIX:UBSG
UBS — Vontobel Summer Conference 2012
17 slides from UBS's conference presentation, Jun 22, 2012
Slide 1: Vontobel Summer Conference
Vontobel Summer Conference Thomas Schulz CFO UBS Switzerland June 22, 2012
Slide 2: Cautionary statement regarding forward-looking statements
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Cautionary statement regarding forward-looking statements This presentation contains statements that constitute “forward-looking statements,” includin
Slide 3: Key messages
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Key messages Our strategy is centered on our pre-eminent wealth management businesses and our universal bank in Switzerland; it builds on the strength
Slide 4: Our wealth management businesses are unrivaled
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Our wealth management businesses are unrivaled The highest profits of any wealth manager in the world and… Invested assets CHF 1,500 billion on 31.3.1
Slide 5: Our strategy builds on the strengths of all of our businesses
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Our strategy builds on the strengths of all of our businesses Our integrated model is a competitive advantage for us… Unrivaled WM businesses Focused
Slide 6: Balanced and diversified sources of revenue and profits
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Balanced and diversified sources of revenue and profits A predominance of “capital-light” businesses… 1Q12 adjusted pre-tax profit contribution (total
Slide 7: Successfully executing our strategy
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Successfully executing our strategy Capital strength is the foundation of our success… Capital ratios 18.7% Significantly improved our industry- +55
Slide 8: Our universal bank is firmly rooted in our Swiss home market
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Our universal bank is firmly rooted in our Swiss home market UBS home market in Largest bank in Switzerland Switzerland UBS CH 1/3 of employees 3rd la
Slide 9: UBS Switzerland is the leading universal bank with critical mass and top positions
UBS Switzerland is the leading universal bank with critical holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt mass and top positions in all business areas Private Clients CIC • >85% of 1,000 largest •
Slide 10: Cross-segment collaboration effort is key to success
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Cross-segment collaboration effort is key to success • Uniform appearance towards clients and the public based on shared standards of service • Dedica
Slide 11: Retail & Corporate – loan portfolio
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Retail & Corporate – loan portfolio Well diversified across regions and counterparties in Switzerland; 91% of loans granted on a secured basis Secured
Slide 12: Key messages
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Key messages Our strategy is centered on our pre-eminent wealth management businesses and our universal bank in Switzerland; it builds on the strength
Slide 13: Appendix
Appendix 3% UBS
Slide 14: Asset funding—31 March 2012
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Asset funding—31 March 2012 Assets Liabilities and equity Due to banks 32 Cash, balances with central Money market paper issued 59 banks and due from
Slide 15: Target capital structure
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Target capital structure Successful inaugural issue of low-trigger loss absorbing capital... USD 2.0 billion Basel 3 compliant tier 2 Swiss Target cap
Slide 16: Exposures to eurozone countries rated lower than AAA / Aaa
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Exposures to eurozone countries rated lower than AAA / Aaa1 Our exposures are comparatively low and we continue to manage them carefully 31.3.12 Sover
Slide 17: Annual target performance ranges
holdersa [printed: Juni 15, 2012 12:50 PM] [saved: Juni 14, 2012 5:48 PM] Z:\4 Presentations\2012\20120622_Vontobel\120606_VontobelConference_v15.ppt Annual target performance ranges1 Ranges of sustainable performance in our businesses NNM growth rate 3-5% Wealth Gross margin 95-105 bps Management C