2021 Investor Day
Invest: Laying the foundation for future success
Client segments
Share of third-party Wholesale,
Wealth Management in total NNA, %
Build strong franchise in high-margin
third party Wholesale segment
Enhance collaboration with
our Wealth Management
+~50%
2020
2024 Aspiration
Geographies
Share of APAC and EMEA
in total NNA, %
Build meaningful distribution footprint
in core EMEA markets
Invest into on-shore presence
in key fast-growing APAC markets
~2x
Technology & talent
Technology as differentiator vs.
competitors...
☐
Create unique digital client
experience
Generate superior data-driven
insights
Digitalize end-to-end processes
...and foundation for creating a
scalable, global operating platform to
☐
Deliver superior returns
2020
2024 Aspiration
Products/Capabilities
Share of (quasi-)alternative
products in total NNA, %
Build focused Private Markets offering
Further grow diversify existing high-alpha
franchises
1 Includes Global Real Estate, Credit Investment Group and Multi-Manager Offerings
CREDIT SUISSE
+~30%
2020
2024 Aspiration
2021 Investor Day
Create value for clients
☐
Attract and retain top talent
November 4, 2021
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