UBS Group AG · SIX:UBSG
UBS — 2011 UBS Asset Gathering Conference
8 slides from UBS's conference presentation, Mar 21, 2011
Slide 1: 2011 UBS Asset Gathering Conference – Wealth Management Americas
2011 UBS Asset Gathering Conference Wealth Management Americas Brian Hull Head of Wealth Management Partnerships March 21, 2011
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: Our positioning
Our positioning Size and agility enable WMA to combine the advantages of both large and boutique firms Profit margin 50% Scale-driven firms 30% Private bank / trust models BofA 10% WF MSSB UBS 0 500 741* 1,000 1,500 2,000 Invested assets (USD billion) * as of December 31, 2010 3
Slide 4: UBS made significant progress in 2010
UBS made significant progress in 2010 Most KPIs1 improved year-over-year… FY 2010 vs. FY 2009 FY 2010 In USD2 FY 2009 Invested Assets (bn) 663 741 Financials Revenues (m) 5,139 5,350 Pre-tax (m) 29 (126) Non-FAs 9,841 9,534 Financial Advisors 7,084 6,796 Talent % FAs3 with >250k Production
Slide 5: 2011 UBS Wealth Management Americas Goals
2011 UBS Wealth Management Americas Goals Goals Key drivers • Advisor retention HEADCOUNT • Advisor recruiting • NFA development • QNR acquisition NET NEW MONEY • Client retention • Net inflows • Revenue Growth • Price management FINANCIAL MANAGEMENT • Cost management • Risk management • Administrat
Slide 6: Invested Assets – December 2009 versus December 2010
Invested Assets – December 2009 versus December 2010 Assets under management have increased over the past year … Asset Class 2009 Assets % of Total 2010 Assets % of Total % Change Accounts/Money $33.2 5% $29.6 4% (11%) Markets Bonds $172.4 26% $170.4 23% (1%) Mutual Funds $212.2 32% $259.4 35% 22% E
Slide 7: The Decade Ahead
The Decade Ahead With projects like "The Decade Ahead," our goal is to provide clients with a more balanced view of the future… 1. United States: still the 7. Technology: leader of the pack productivity and vulnerability 2. China: flexing its muscles 8. Healthcare: from es healing to fixing at 3. Ge
Slide 8: Wealth Management Americas Asset Gathering Conference
2011 UBS Asset Gathering Conference Wealth Management Americas Brian Hull Head of Wealth Management Partnerships