Swiss Life Holding Ag · SIX:SLHN
Swiss Life — Investor Day (November 2018)
17 slides from Swiss Life's investor day presentation, Nov 29, 2018
Slide 1: Investor Day 2018 Swiss Life International
Investor Day 2018 Swiss Life International Nils Frowein, CEO International Zurich, 29 November 2018
Slide 2: Key messages Swiss Life International
Key messages Swiss Life International • Global Solutions: We are a leading player in cross-border insurance solutions for Where we are U/ HNWIs and corporates today • International IFAs: We provide financial planning services for retail and affluent clients in UK and CEE • Leverage cross-border weal
Slide 3: Swiss Life International as an important contributor to a growing fee and risk result
Swiss Life International as an important contributor to a growing fee and risk result Global Solutions: International IFAs: Two lines of • 250 global experts with insurance carriers in • Among the leading UK IFAs for almost 50 years business: Luxembourg, Liechtenstein and Singapore • Number 1 IFA in
Slide 4: Sustainable growth of high-quality fee and risk result by 2021
Sustainable growth of high-quality fee and risk result by 2021 Global Solutions International IFAs Leading brand and business partner Leading IFA platform for cross-border insurance solutions in UK and Central Eastern Europe servicing U/ HNWIs and corporates Focus on • U/ HNWI • Retail clients prefe
Slide 5: Leveraging brand and cross-border expertise
Leveraging brand and cross-border Global Solutions expertise Private wealth offering Employee benefits offering • Leverage wealth transfer solutions • Tailored solutions for local & mobile employees: Client • Support succession & estate planning Life insurance, health & pension offering U/ HNWIs • M
Slide 6: Leading business partner for cross-border insurance solutions
Leading business partner for Global Solutions cross-border insurance solutions Market opportunities Initiatives Target state UHNWIs expected to transfer Leading brand & business partner USD 3.9 tn to next generation Leverage cross-border within next decade (equal to 13% of wealth transfer solutions
Slide 7: Major initiatives to capture growth opportunities
Major initiatives to capture growth Global Solutions opportunities Assets under control Cross-border EUR bn • Grow footprint in Asia wealth 22-25 • Increase penetration of European markets 19 solutions 2017 2021 P • Leverage high death cover solutions for U/ HNWIs in Europe and Asia Innovative Fee i
Slide 8: Offering comprehensive financial advice
Offering comprehensive financial advice International IFAs Financial planning for affluent and retail clients based on face-to-face advice combined with digital tools covering: Investment Pension Insurance Financing Leading IFA in UK and CEE Trusted advisor for a self-determined life Self-determined
Slide 9: Dedicated strategies for both leading IFA platforms
Dedicated strategies for both leading International IFAs IFA platforms Among the leading UK IFAs for almost 50 years Comprehensive financial advice Current number of financial advisors: > 250 with focus on investment and UK pension and with specialist Strategic approach advice for medical profession
Slide 10: Leading IFA platform in UK and CEE
Leading IFA platform in UK and CEE International IFAs Market opportunities Initiatives Target state Financial assets of private Strengthen affinity business Trusted advisor for a households grow in all our markets and our CEE markets self-determined life • Wealth accumulation, Further develop innova
Slide 11: Major initiatives to capture growth opportunities
Major initiatives to capture growth International IFAs opportunities Number of financial advisors Affinity • Leverage business with affinity groups (e.g. professional associations) 1 500-1 600 business and CEE markets • Strengthen CEE markets through harmonised set-up 792 Innovative • Leverage discr
Slide 12: Significant growth contribution from both Global Solutions and International IFAs by 2021
Significant growth contribution from both Global Solutions and International IFAs by 2021 Double fee result Increase risk result by ~50% EUR m EUR m 65-70 8-12 6 32 2017 Global International 2021 P 2017 Global Solutions 2021 P Solutions IFAs Life efficiency ratio improving by growing portfolio Doubl
Slide 13: Double fee result and increase risk result by ~50%
Double fee result and increase risk result by ~50% Profit by source EUR 46 m Trend 2018-2021 Comments • Savings result: Protect savings result 10 Savings • Risk result Growth driven by Global Solutions: 6 Risk – High death cover solutions for U/ HNWI – Risk plan offering for corporates in Europe • F
Slide 14: Key messages Swiss Life International
Key messages Swiss Life International • Global Solutions: We are a leading player in cross-border insurance solutions for Where we are U/ HNWIs and corporates today • International IFAs: We provide financial planning services for retail and affluent clients in UK and CEE • Leverage cross-border weal
Slide 15: Disclaimer and cautionary statement
Disclaimer and cautionary statement This presentation is made by Swiss Life and may not be copied, altered, offered, sold or otherwise distributed to any other person by any recipient without the consent of Swiss Life. Although all reasonable effort has been made to ensure the facts stated herein ar
Slide 16: Contact details and financial calendar
Contact details and financial calendar Contact Heidi Hinterhuber Phone +41 (43) 284 67 67 Head of Investor Relations E-mail heidi.hinterhuber@swisslife.ch Rolf Winter Phone +41 (43) 284 49 19 Senior Investor Relations Manager E-mail rolf.winter@swisslife.ch Olga Schmidtberger Phone +41 (43) 284 49 7
Slide 17: Swiss Life
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