UBS Group AG · SIX:UBSG
UBS — Morgan Stanley European Financials Conference 2017
10 slides from UBS's conference presentation, Mar 22, 2017
Slide 1: Morgan Stanley European Financials Conference 2017
Morgan Stanley European Financials Conference 2017 Sergio P. Ermotti Group Chief Executive Officer March 22, 2017
Slide 2: Cautionary statement regarding forward-looking statements
Cautionary statement regarding forward-looking statements This presentations 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 strat
Slide 3: Balanced and well diversified businesses mix
Balanced and well diversified businesses mix Leading wealth management businesses and Swiss universal bank PBT by business division PBT by region FY16 PBT, excluding Corporate Center, CHF billion FY16 PBT, excluding Corporate Center and items managed globally Investment Wealth EMEA Bank management e
Slide 4: Compelling synergies
Compelling synergies IB P&C IB AM • Thought leadership; access to global expertise and • Joint client proposition • Global Family market insights Office JV • Cross-divisional client referrals • Sales execution; • IB product provider • Brokerage execution notably Equities • Key feeder of P&C (FX, pre
Slide 5: The world's only truly global wealth management franchise
The world's only truly global wealth management franchise Our footprint is unique with a strong in presence in developed and growth markets UBS invested assets CHF billion • Fundamentally attractive 31.12.16 industry economics Europe including Switzerland3 • Compelling growth prospects 533 North Ame
Slide 6: Our combined wealth management businesses
Our combined wealth management businesses Good progress in challenging environments; well positioned to capture future growth Invested assets Loans WM + WMA, CHF trillion WM + WMA, CHF billion 2.1 +7% CAGR 154 1.6 +7% CAGR 118 Mandates and >99% secured managed accounts 25% 31% 31.12.12 31.12.16 31.1
Slide 7: Capital strength
Capital strength Well positioned vs. capital requirements; incremental issuance will result in higher funding costs UBS leverage ratio balances vs. Swiss SRB requirements • UBS AG long-term debt1 to be gradually replaced Existing UBS AG long-term debt not counted with UBS Group AG TLAC-eligible bond
Slide 8: Strong capital generation throughout our transformation
Strong capital generation throughout our transformation Over CHF 15 billion of capital generation and dividends despite litigation and regulatory costs Cumulative temporary regulatory 3.9 demand and external fees for litigation and investigations1 8.7 Cumulative litigation provisions 9.7 Cumulative
Slide 9: Management priorities
Management priorities 1 Continue to execute our strategy and deliver on our performance targets 2 Improve effectiveness and efficiency 3 Invest for growth 8
Slide 10: 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 on pages 65-67 of the Annual Report 2016 which is available in the section "Annual reporting" at www.ubs.com/investors., to the extent applicable, on
UBS Group — Morgan Stanley European Financials Conference 2017 on 6ix