UBS Results Presentation Deck slide image

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 5
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