UBS Results Presentation Deck
Delivering on the core elements of the ecosystem for investing
Private markets
Invested assets¹, GWM+AM
122bn
140bn
31.12.20 30.9.21
26bn
Investments facilitated into
private markets
GWM+AM+IB, 9M21
SMAS²
Invested assets, AM
89bn
116bn
31.12.20 30.9.21
22bn
Net new money from SMA
initiative in the US
AM, 9M21
Sustainable finance
S&1³ invested assets,
GWM+AM+P&C
207bn
1
141bn
31.12.20 30.9.21
+63%
S&1³ invested assets,
GWM+AM+P&C,
9M21 growth, annualized
My Way
Invested assets, GWM
1.5bn
5.1bn
31.12.20 30.9.21
3.6bn
Net inflows into mandates
through My Way,
GWM, 9M21
Scalability
NNFGA per advisor, GWM
2.3m
8.4m
9M20 9M21
(+18%
Average income
per advisor
GWM, 9M21 YOY
UBS 1 Does not include undrawn commitments; 2 Separately Managed Accounts; 3 Sustainability focus and Impact investing; sustainability focus is strategies where sustainability is an explicit part of the
investment guidelines, universe, selection, and/or investment process; Impact investing is strategies where the intention is to generate measurable environmental and social impact alongside financial return
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