UBS Results Presentation Deck slide image

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 16
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