2021 Investor Day
Focus on capturing further upside with regional clients
Attractive structural factors
2020
6-7%
CAGR
2025
APAC AUM
pool1
11.5
in CHF trn
8.4
Our strategic priorities
2020-2025
AuM pool growth
1.5x
1
טוט
1.4x
1.3x
1.3x
2
1.3x
Expand client focus with our strengths in UHNW &
Entrepreneurs, and accelerate HNW growth
Increase scale in largest APAC wealth markets and
build out China Mainland franchise
1.1x
3
Grow wealth & financing solutions and invest in
digitalization
Number of UHNW and HNWI
expected to double over next 5
years with faster growth in
onshore markets²
Deeper financial markets, with
>1/3rd of global market
capitalization in APAC³
1st & 2nd generation
Entrepreneurs driving
wealth growth
Increasing access for
foreign players to China
Mainland
Drive regional excellence and leadership with
integrated global bank
1 Source: McKinsey Wealth Pools, 2021 2 Credit Suisse Wealth Report 2021 - includes PB AuM held by individuals with >USD 1mn financial assets 3 World Federation of Exchanges, September 2021
CREDIT SUISSE
2021 Investor Day
November 4, 2021
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