Credit Suisse Risk Organization Strategic Goals and Performance
2
Aim to accelerate Core HNW to drive recurring revenues
Attractive characteristics of Core HNW profile
54
Segment
profile
Credit Suisse
franchise impact
Credit Suisse
capabilities
Building out our Top 21 Core HNW business (outside US)
Opportunity Q
Aim to build scale, increase recurring revenues and build on our
existing attractive C/I ratio
Largest client
segment in WM
market
~2x
revenue
pool2
Higher potential
recurring
activities,
efficiency and
return on capital
~55%
Dedicated unit
(PBI) cost/
income ratio³
CIO powerhouse
and tailored
product shelf
~60%
Dedicated unit
(PBI) mandate
penetration³
Credit Suisse differentiators
Brand associated with sophisticated wealth management advice and
leading House View; upgrading digital advisory functionality
Levers *x*x*
Significantly expanding HNW-focused coverage model in existing
markets while extending to Hong Kong and Singapore; scale HNW
best practices globally
Footnotes are an integral part of this presentation. See slides 62-67 in the appendix of this presentation for detailed information, including
important presentation and other information relating to non-GAAP financial measures, and defined terms.
CREDIT SUISSEView entire presentation