Credit Suisse Risk Organization Strategic Goals and Performance
Footnotes - Wealth Management (1/2)
Slide 47 Credit Suisse is a leading global Wealth Manager
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Figures shown are total for Wealth Management division and Private Banking Switzerland as of 1Q22; Private Banking Switzerland with CHF ~110 bn AuM, CHF ~200 bn CBV and ~1,000 RMS
Calculation based on net revenues for clients in WM Division and Private Banking Switzerland. Excludes clients with CHF <1 mn AuM with CS
Slide 48 Deep and long-standing history across our regions, particularly higher growth markets
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Figures as of 1Q22; CBV for Private Banking International business area has been distributed according to relevant region. Expected market growth rates shown are based on Oliver Wyman Wealth Pools
market sizing study (May 2021) and show expected Private Banking AuM (market level) CAGR from 2021 to 2024
Expected market growth rate not included for External Asset Managers due to lack of comparability (e.g. in terms of entity type, market scope, client scope) in external markets statistics
Higher growth markets include APAC region and Emerging Markets; % based on CBV
Slide 50 WM aims to reinvigorate growth and deliver sustainable returns
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Net interest income increase from realization of CHF, USD and EUR forward rates; as of June 16, 2022
Slide 53 Capitalizing on our renowned strength in UHNW
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McKinsey Wealth Pools 2021
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WM data; UHNW contributed >60% total Credit Suisse Wealth Management NNA for the years 2019, 2020 and 2021 combined
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Asia Risk 2021; Risk.net
Slide 54 Aim to accelerate Core HNW to drive recurring revenues
McKinsey Wealth Pools 2021; Market share based on markets (client domiciles, onshore / offshore) and client segments in which Credit Suisse is active
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Oliver Wyman Wealth Management Model; 2021 revenue pool for HNW compared to the revenue pool for UHNW
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As of 1Q22
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