2021 Investor Day
Our integrated offering has been a key driver of success
and differentiator for UHNW and Entrepreneur clients
One-stop-shop value proposition
across clients' lifecycle
Strong growth in UHNW segment
Wealth succession
Wealth acceleration & transfer
Wealth building &
monetization
& preservation
Comprehensive, integrated financing capabilties
Global corporate advisory & capital market execution
Bespoke GTS structured investment solutions and research content
Specialist investment consultants, and private & alternatives offering
Sustainability, impact investing and ESG advisory
Philanthropy and family office advisory; Next Gen and succession planning
UHNW
AuM growth
CAGR '16-'20
Global WM + Global IB +
Empowered regional organization driving
cross-divisional collaboration
SRI +
Global AM
Grow UHNW and accelerate Upper HNW, build on UHNW strength
Note: Historical information presented according to the new divisional structure is a preliminary estimate based on management accounts and subject to change
1 Based on McKinsey Wealth Pools
CREDIT SUISSE
2021 Investor Day
~2x
Credit Suisse
Market¹
November 4, 2021
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