UBS Results Presentation Deck
Our global ecosystem delivers the power of investing to our clients
Thought leadership
and advice
Leading customized
investment and
financing solutions
Liquidity and scale
in execution
A growing curated
ecosystem
Capacity to
fund growth
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Best global wealth manager for 7th time in a decade¹
Best Private Bank for Chief Investment Office 20211
#2 Global equity research²
From #11 to #5 US SMA manager in only 2 years³
51bn net new loans in GWM in FY20-FY21
148bn NNFGA in FY20-FY21
Global equity derivatives house of the year4
Rank #4 in cash equities5, #2 in FX6
• >10 new partnerships with leading product providers in FY21
• In 2021, we collaborated with specialist alternatives investment
managers; e.g., KKR and Partners Group
• 11% of revenue spent on technology in 2021
1bn of gross saves p.a. by 2023 to fund investments
Capacity to
fund growth
↑
A growing curated
ecosystem
Thought leadership
and advice
Personalized
Relevant
On-time
Seamless
Leading customized
investment and
financing solutions
Liquidity and scale
in execution
UBS 1 PWM/The Banker Global Private Banking Awards 2021; 2 Institutional Investor, 2021; 3 Cerulli, 3Q21; 4 GlobalCapital, 2021; 5 Coalition Greenwich 9M21 Competitor Analytics, based on UBS's product
taxonomy; 6 Euromoney, 2021
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