2021 Investor Day slide image

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 56 56
View entire presentation