UBS Results Presentation Deck slide image

UBS Results Presentation Deck

Wealthfront - Strategic rationale Accelerate digitally-led offering in the U.S. Providing the next generation of investors with access to planning, investment and banking solutions through an award-winning platform ● ● ● ● Connecting award-winning¹ platform with best- in-class CIO content and solutions Broadening value proposition for US clients seeking digital-only solutions Improving distribution, reach and scale Expanding offering to UBS's 2 million Workplace Wealth Solutions participants Aligned strategic view of technology as a differentiator Strong team of software engineers delivering best-in-class solutions and next generation technology • Increasing speed of affluent digital offering through a proven turn-key solution Delivering fully-automated client experience with digital onboarding capabilities Incorporating scalable and largely proprietary platform to better serve a broader client base Introducing an entrepreneurial mindsight to accelerate Agile@UBS Create opportunities for long-term value creation and growth Accelerate growth in the affluent segment in the Americas with opportunity to capture significant long-term synergies ● ● ● Supports market share growth through acceleration of account conversions with Workplace Wealth Solutions participants Long-term revenue opportunity through offering UBS's full suite of tailored investment and banking solutions to Wealthfront clients Scalable Wealthfront infrastructure and platform synergies UBS Wealthfront 1 Wealthfront has been named the best robo-advisor and best cash management account by NerdWallet and Investopedia 43
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