UBS Results Presentation Deck
Integration planning and execution well underway
Select 3Q achievements
✓ Commenced onboarding of
CS employees and flows onto
UBS systems and platforms
✓ Rolled out operating model
for Switzerland
✓ Aligned WM 'House Views'
and consolidated IB research
✓ Fully aligned risk and
organizational frameworks
✓ Consolidated BD reporting
and planning processes
UBS
4Q23 key priorities
Legal entity consolidation
planning
Client migration preparation
Detailed data migration and
technology wind-down
roadmap
Delivery of combined 3-year
strategic plan
2024 milestones
1. Execute legal mergers of significant subsidiaries
2. First waves of client migrations for core businesses
Enabling value-creation
Decommissioning tech
and infrastructure
Preparing for legal structure
integration
Optimizing liquidity,
funding and capital
Improving client
experience
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