2021 Investor Day
Focused HNW coverage matters and has been successful
in driving growth and scale
Superior client experience
and value proposition
Focused coverage model driving
strong business performance
Wealth planning and
House View led advisory at the core
Personalized and timely offering,
driven by advanced data analytics
Examples of HNW
focused units
~35% of our Global HNW AuM
Penetration in mandate solutions
as % of AuM
+2 pp.
+2 pp.
Swiss Private Banking
#2 market position¹
+2 pp.
EMEA Private Banking
International
+3 pp.
Sizeable offshore business
4Q19
4Q20
3Q21
Over 2019-9M21:
Omni-channel engagement,
with hybrid service model
Larger scale with client activation & conversion
Client Business Volume growth of ~10% in Swiss PB and EMEA PBI
✓ Cost efficiency
Decreasing CIR in Swiss PB at mid-60s and <50% CIR for EMEA PBI
Expand Core HNW in Switzerland, offshore Europe and selected, sizeable onshore markets in APAC and EMEA
Note: Historical information presented according to the new divisional structure is a preliminary estimate based on management accounts and subject to change
1 Estimate based on McKinsey and BCG
CREDIT SUISSE
2021 Investor Day
November 4, 2021
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