Investor Presentaiton
Q1'21 Highlights
WM&I
Santander Wealth Management & Insurance
"We strive to be the best wealth manager in Europe and the Americas"
Santander
Private Banking
Strengthen the global
platform and complete the
product offering
Strategic priorities
Santander
Asset Management
■ Become the best local
partner for our distribution
networks
Santander
Insurance
Complete all the end-to-end
digital journeys for our
products
GOLD
STANDARD
AWARDS 2013
WINNER
STA
PWM
WEALTH TECH
AWARDS 2020
BEST PRIVATE
BANK. USE OF
TECHNOLOGY, LATIN
AMERICA
Pum
The Banlar
GLOBAL
PRIVATE
BANKING
AWARDS 2020
BEST PRITATE DANT IN
MEXICO
Total assets under management¹
EUR 370 bn
Total fees generated as % of the Group's total fees²
31%
Private Banking customers (k)
>200
Private banking collaboration volume
+35% YoY
■ Increase investments in
digital tools and channels
Underlying RoRWA
6.9%
■ Enhance our global Private
Wealth proposition
Underlying attributable profit (EUR mn)
197
Private banking net new money (EUR bn)
3.3
Total contribution to Group's profit³ (EUR mn)
523
Santander
■ Build a competitive edge on
our flagship and global
products, and boost our
institutional capabilities
■ Develop digital platforms
for fund distribution in all
markets
■ Streamline the customer
experience based on our
customer knowledge
■ Become a leader in SME
and Auto insurance
PRIVATE
BEST
BANK
AWARD
2021
GLOBAL
FINANCE
Rankta
JUNGLE AWARD
Mejor gestora nacional
Banco
Mel
Melhor
SANTANDER
Plataforma para
2020
ara Investi
Retirement proposition
Environmental, Social and Governance product range
(1) Total assets marketed and/or managed. Private Banking + SAM excluding AUM of Private Banking customers managed by SAM
(2) Including fees generated by asset management and insurance transferred to the commercial network
(3) Profit after tax + net fee income generated by this business
More information on https://www.santander.com/en/about-us/where-we-are/wealth-management-insurance
33
EUROMONEY
PRIVATE BANKING
2021
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