Transformation to CS First Boston
Assets under management impacted by idiosyncratic events
in October 2022
Wealth Management AuM in CHF bn
635
12
15
540
(93)
(15)
3Q22
Market moves
NNA
FX impact & other¹
4Q22
Swiss Bank AuM in CHF bn
527
10
(8)
ო
526
Group AuM² of CHF 1,294 bn
■ down ~8% vs. 3Q22, driven by net asset outflows and adverse
FX impact, partly offset by positive market moves
Group net asset outflows of CHF 111 bn
■ 8% of 3Q22 AuM, with ~2/3rd of 4Q22 net asset outflows
concentrated in October 2022
Deposit outflows contributed to ~60% of Wealth Management
and Swiss Bank net asset outflows
☐
3Q22
Market moves
NNA
FX impact & other¹
4Q22
Asset Management AuM in CHF bn
411
3Q22
10
Market moves
(12)
402
(7)
NNA
FX impact & other¹
4Q22
Note: Results excluding certain items in our reported results are non-GAAP financial measures. See the appendix of this presentation for detailed information and defined terms as well as important
presentation and other information relating to non-GAAP financial measures, including reconciliations. 1 Structural effects, including certain de-risking measures 2 Includes CHF (175) bn of assets
managed across businesses
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