Ubs Group Ag · SIX:UBSG
Ubs — 2015 Best of Switzerland Conference
13 slides from Ubs's conference presentation, Sep 10, 2015
Slide 1: 2015 Best of Switzerland Conference
2015 Best of Switzerland Conference Kirt Gardner Chief Financial Officer Wealth Management 10 September 2015
Slide 2: Cautionary statement regarding forward-looking statements
Cautionary statement regarding forward-looking statements This report 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 strategic in
Slide 3: Key messages
Key messages UBS is the world's leading wealth management franchise Our investment capabilities, scale and global reach put us in a unique position to seize global wealth management opportunities Our investment mandates represent an attractive value proposition to clients, and are a source of high q
Slide 4: UBS – a unique and attractive investment proposition
UBS – a unique and attractive investment proposition UBS is the world's largest and fastest growing wealth manager1 • Unique global footprint provides exposure to both the world's largest and fastest growing global wealth pools • Leading position across the attractive HNW and UHNW client segments Th
Slide 5: 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 6: Wealth Management: key elements of our platform
Wealth Management: key elements of our platform Unique global platform covering the entire value chain across markets and client segments Global reach and Comprehensive leading market investment and positions advice offering WM platform Global compliance Unrivaled execution, and risk management cust
Slide 7: Clear strategic priorities to drive growth
Clear strategic priorities to drive growth We have the right strategic priorities and our focus remains on their successful execution Making investment Place investment management and portfolio construction¹ at the heart management part of our DNA of our offering Providing advice beyond Deliver supe
Slide 8: Our investment engine
Our investment engine Fully institutionalized, state-of-the art and highly scalable investment capabilities Client profiling Asset allocation Ability to customize Return Traditional Advisory Discretionary House View advisory mandates mandates Risk • Deep understanding of our • Clear and consistent v
Slide 9: Mandates – a compelling value proposition
Mandates – a compelling value proposition Addressing the interests of our key stakeholders Providing differentiated solutions to our clients • Broader investment opportunities than in non-mandate relationships Clients • State-of-the-art investment process with customized Providing solutions differen
Slide 10: Steady progress towards our aspirational book structure
Steady progress towards our aspirational book structure CHF 51 billion of net mandate sales since the end of 2013 Traditional Advisory 18.7% 20.3% 19.9% 25.4% (Cash and 21.8% cash-equivalents1) Traditional Advisory 100% Traditional 55.7% 55.0% 74.6% Advisory 55.5% (Non-cash assets) 56.2% ~40% Discre
Slide 11: Wealth Management: high-quality revenues and profits
Wealth Management: high-quality revenues and profits High share of recurring revenues generating predictable earnings Operating income 2,031 2,106 2,024 1,953 1,943 1,921 2,004 1,837 1,859 479 436 589 459 505 406 423 542 472 523 517 513 496 518 569 583 560 568 Higher mandate penetration expected to
Slide 12: Key messages
Key messages UBS is the world's leading wealth management franchise Our investment capabilities, scale and global reach put us in a unique position to seize global wealth management opportunities Our investment mandates represent an attractive value proposition to clients, and are a source of high q
Slide 13: 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 listed on the previous slide, to the extent applicable, on a Group and business division level. Adjusted results are a non-GAAP financial measure as