2021 Investor Day
Our Wealth Management growth ambitions
1
Expand market-leading UHNW & Upper HNW franchises
and accelerate growth of Core HNW
2
Invest in Relationship Managers for added scale in priority
markets and build in China Mainland
3
Leverage our integrated model with investment solutions,
financing, advisory and capital markets
4
Invest in technology enabled client experience
5
Simplify operating model and front-to-back processes
Relationship Managers
~500 increase over 2021-2024 (~15%)
CBV
CHF 1.6 trn by 2024
~
AuM
CHF 1.1 trn by 2024
RoRC+
>18 % by 2024
Incremental recurring revenues
CHF >1 bn by 2024
Focus on strong risk management and controls foundation
Regional delivery of global integrated bank with strong collaboration
† RORC is a non-GAAP financial measure, see Appendix. Based on average of 13.5% RWA and 4.25% Leverage and adjusted excluding significant items
CREDIT SUISSE
2021 Investor Day
November 4, 2021
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