UBS Results Presentation Deck
Our clients' needs are at the center of our strategy...
Industry trends
WM
revenue
sources¹
Wealth
pools
Investment
trends
UBS
47%
revenue pool growth from
1-5m wealth band
5x
Millennial wealth growth rate
vs. Baby Boomers³
7%
expected CAGR of AuM for
Alternatives5
64%
revenue pool growth from
entrepreneurs²
1.4x
Female wealth growth
rate vs. male4
>75%
of European institutional investors
plan to stop buying non-ESG
products within the next 2 years6
Shifting priorities and needs
P Holistic offering in one-stop platform
8C
Seamless digital
Personalization and bespoke solutions
Responsible everything
Differentiation and service excellence
1 McKinsey Global Wealth Pools, 2020. Forecast of 2020-2025 revenue pool; 2 Including self-employed professionals; 3 Deloitte "The future of wealth in the United States" report, 2015. US 2015-2030
wealth pool growth forecast; 4 BCG Global Wealth Market Sizing Database, 2019. 2019-2023 wealth pool forecast; 5 PwC AWM Research Centre "Asset and wealth management revolution", 2020.
2020-2025 forecast; 6 PwC "Asset and wealth management revolution", 2020
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