Credit Suisse Capital Metrics and Core Results 9M16
International Wealth Management - replicate our success
Credit Suisse in a nutshell
Key
Priorities
Deliver
client value
Integrate coverage of private banking, investment
banking and asset management
Leverage investment and research capabilities
Invest in additional resources and broaden lending
activities to address clients' sophisticated
financing needs
Enhance
client
Grow sales force
Expand "hub and spokes" model
proximity
Increase
Simplify and de-layer organization to bring decision-
making closer to point of advice
client time
Invest in technology and automation to increase
client face time
Adjusted pre-tax income development¹ in CHF bn
1.2
2014
1.0
0.8
2015
9M16
2.1
Main
Initiatives
Top Clients
Lending
Strengthen
footprint
Grow HNWI
offshore
clients
Asset
Management
Launch dedicated team to secure landmark deals
Strategic Client Partners to generate CHF 300 mn
incremental revenues
Strategically expand lending capabilities covering
corporate and private angle
Enhance client proximity by aligning footprint across
regions and leveraging "hubs and spokes" model
Focus coverage on international HNWI offshore
clients
Develop a multi-channel service model with a strong
RM offering capability and required digital capabilities
Grow fee-based revenues, extend product suite and
distribution
Ambition
2018
2018 target
Lending penetration2 to 15% from 12% end 2014
Increase relationship manager headcount by 300
to 1,500 (from 1,180 end 2015). Majority of hires planned
in emerging markets
Premium HNWI = CHF > 5mn AuM.
Entry HNWI CHF >1m AuM.
1. Adjusted results are non-GAAP financial
=
UHNWI CHF >50mn AuM or total wealth >250mn.
(U)HNWI (Ultra)-high-net-worth individuals
measures. A reconciliation to reported results is included in the Appendix. 2 Credit volume / Assets under Management.
CREDIT SUISSE
November 2016
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