2021 Investor Day
1
Expand client footprint with tailored propositions across
the wealth spectrum
Advisor
led
Wealth client
segments
AuM Market
pool ex-US
2020, in CHF
Market AuM
growth ex-US
CAGR '20-'25
CS market
share¹
in %
Digitally
enabled
UHNW
10 trn
~6%
~7%
Upper
HNW
3 trn
~5%
Core
HNW
8 trn
~5%
~4%
Credit Suisse
Key priorities
Build on leading UHNW
franchise with alpha from
integrated delivery and
collaboration
top 2 in
UHNW and HNW
outside US¹
Extend UHNW strengths to
upper HNW especially in
APAC and Emerging Markets
Grow Switzerland,
offshore Europe and
sizeable onshore APAC
and EMEA markets
Source: McKinsey Wealth Pools, 2021
1 Market share based on markets (client domiciles, onshore/offshore) and client segments Credit Suisse is active in
CREDIT SUISSE
2021 Investor Day
November 4, 2021
54
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