UBS Results Presentation Deck
Leveraging digital to expand our reach in the US
UBS
4.6trn global investment ecosystem
Best-in-class CIO content and thought leadership
Personalized investment and banking solutions
2m participants in Workplace Wealth Solutions
Wealthfront
>470k clients with >27bn AuM¹
Personalized automated investment offering
Award-winning platform and solutions²
Strong engineering culture
Digitally-customized wealth management
OT
Personalized digital investment offering and
financial planning, powered by best-in-class
CIO content and investment capabilities...
...augmented by a digital-first, advisor-assisted
model for clients seeking remote human advice
Integrated suite of banking products such as
cash management, securities-based lending
and mortgages
Supported by a shared strategic view for the next
generation of wealth management technology
UBS 1 As of 28.1.22; 2 Wealthfront has been named the best robo-advisor and best cash management account by NerdWallet and Investopedia
BA
Focus
Accessing new clients
Expanding share of wallet
Lowering cost-to-serve
Driving long-term growth
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