Ubs Group Ag · SIX:UBSG
Ubs — 2015 Barclays Global Financial Services Conference
9 slides from Ubs's conference presentation, Sep 16, 2015
Slide 1: 2015 Barclays Global Financial Services Conference
2015 Barclays Global Financial Services Conference Sergio P. Ermotti Group Chief Executive Officer 16 September 2015
Slide 2: Cautionary statement regarding forward-looking statements
Cautionary statement regarding forward-looking statements This presentation contains statements that constitute “forward-looking statements,” including but not limited to management’s outlook for UBS’s financial performance and statements relating to the anticipated effect of transactions and strate
Slide 3: The world's leading wealth management franchise
The world's leading wealth management franchise UBS is the world's largest and fastest growing wealth manager1 Invested assets Operating income Profit before tax CHF trillion CHF billion CHF billion +8% CAGR +7% CAGR +14% CAGR 1.9 7.8 2.1 1.8 7.1 7.2 1.7 1.5 6.3 1.7 0.9 1.5 0.9 4.1 1.4 0.9 3.9 3.9 0
Slide 4: Unique business mix and disciplined allocation of resources
Unique business mix and disciplined allocation of resources Our business model is highly capital generative with a high proportion of recurring income PBT contribution by business division1 Income (wealth management businesses) 1Q13-2Q15 CHF billion Wealth management businesses Recurring income (rec
Slide 5: Capital strength is the foundation of our success
Capital strength is the foundation of our success Well positioned to adapt to potential further changes in regulatory requirements Swiss SRB Basel III CET1 capital ratio Leverage ratio Fully applied, CHF billion Fully applied, CHF billion Swiss SRB BIS Basel III 14.4% 13.5% USD 1.6 billion AT1 issue
Slide 6: Improving effectiveness and efficiency
Improving effectiveness and efficiency ~CHF 0.9 billion net cost reductions, while absorbing ~CHF 1 billion in increased regulatory costs Cumulative annualized net cost reduction1 Targeting CHF 2.1 billion net cost savings in CHF billion Corporate Center, CHF 1.4 billion by year-end CHF 1.4 billion
Slide 7: Delivering attractive returns to our shareholders
Delivering attractive returns to our shareholders Our strategy supports an attractive and proven capital returns program Total capital return per share Dividend policy CHF per share Illustrative example, payout ratio To be paid 0.25 22.9.15 0.50 0.25 ≥50%2 0.15 0.10 Financial year 2011 2012 2013 201
Slide 8: Executing our strategy to further unlock UBS's potential
Executing our strategy to further unlock UBS's potential What we have delivered Management priorities 1 ✓ Execution of the transformation of UBS Capitalizing on our early mover advantage 2 ✓ Made substantial progress in reducing costs and achieving operational efficiency Improving effectiveness and
Slide 9: Important information related to this presentation
Important information related to this presentation Use of adjusted numbers Unless otherwise indicated, “adjusted” figures exclude the adjustment items, to the extent applicable, on a Group and business division level. Adjusted results are a non- GAAP financial measure as defined by SEC regulations.
UBS Group — 2015 Barclays Global Financial Services Conference on 6ix