2021 Investor Day
Strengthen
We are positioned in attractive growth markets
Simplify
Invest for Growth
Wealth Management
WM revenue pool1, in CHF bn, ex US
162
3%
CAGR
188
~5%
CAGR
234
Asset Management
AM revenue pool¹, in USD bn
~5%
CAGR
560
7%
CAGR
459
Investment Banking
IB revenue pool2, in USD bn
Macro
3%
CAGR
~(3)%
CAGR
300
261
270
103
78
81
330
Equities
68
88
59
62
42
43
43
37
Credit 29
IBD
83
83
92
93
2015
2020
2024
2015
2020
2024
2015
2020
2023
#2 Global UHNW3
7% market share4
#2 Global HNW3
4% market share4
#4 Thematic Equity franchise Europe
#5 IPOs 10
#1 Sponsors LevFin
IBCM fees 10
#2 position in APAC5
Strong position in Emerging Markets
Largest US CLO manager and second
largest globally7
Leading index fund offering in CH,
Top 5 in Europe with
strong position in ESG8
Partner to one of the largest and most
successful AM JV, ICBCCS, in China
#1 Asset Finance11
#1 Structured Credit 12
#2 Structured Equity
Derivatives 13
1 McKinsey Global Revenue pools 2 Oliver Wyman Revenue pools 3 Outside US; HNW excl. Swiss retail 4 McKinsey for WM AuM market size. Client segmentation based on personal financial assets UHNW (PFA
USD >50 mn), HNW (PFA USD 1-50 mn) 5 Asian Private Banker, 2020 6 Incl. Emerging Europe, META, LatAM (ex Brazil), Brazil 7 Based on principal liabilities as of September 30, 2021 8 Based on ETF and
index fund assets for ESG per Morningstar YE 2020, overall ranking according to Morningstar as of July 31st 2021 9 Market position, AuM, and market share based on 20% stake in ICBC JV 10 Dealogic 2017-9M21
11 Thomson Reuters F20A All US Securitizations 2017-9M21 period 12 Bloomberg, Credit Repacks 2017-9M21 period 13 Coalition Greenwich Competitor Analytics for the 2019-1H21 period
CREDIT SUISSE
2021 Investor Day
November 4, 2021
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