2021 Investor Day slide image

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 21
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