2021 Investor Day
Expanding the new Investment Banking-Advisory (IB-A) will
deliver IB products to entrepreneurial and UHNW companies
Aspiration
Expand existing IB-A team and strong
collaboration between IBCM and Wealth
Management in APAC and Switzerland to build
out a global dedicated team
Model
Offer a full suite of Investment Bank services
to Wealth Management and other middle-market
clients
Dedicated mid cap
team embedded in
Financial Sponsors
group covering
acquirers of mid-cap
assets and providing
access to selling
founders
Align to markets with high growth and
entrepreneur-rich segments
Mid-Market
Sponsors
CREDIT SUISSE
Individuals and
Existing
IB-A
perimeter
Corporates with
Wealth
Management
Nexus
"IB-A+" Building upon
the existing prototype
by servicing Wealth
Management clients
and their assets
Investment
Bank
Corporate
Client
Wealth
Management
Private Client
Dedicated mid cap
team embedded in
sector teams covering
emerging assets with
financing needs and on
path to IPO /
monetization
Mid-Market
Corporates
2021 Investor Day
November 4, 2021
71View entire presentation