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
43View entire presentation