UBS Results Presentation Deck
Our strategic imperatives guided our execution in 2021
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Clients, Connections
and Contributors
Become a truly
client-centric organization
Expanded ecosystem with
>10 new contributors; e.g.,
Partners Group, Invesco
Expanded ecosystem
distribution via Banco do
Brazil and Sumi Trust WM JVs
Established strategic
partnership with iCapital and
Envestnet
• Piloted UBS Circle One app,
which connects investors to
ideas on a global ecosystem
UBS
Focus
Play where we are
positioned to win
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Outlined US and APAC growth
plans
Detailed Switzerland strategy
Exiting GWM Austria and
Spain domestic businesses
Exiting Swiss Financial Advisers
business, which is a
Switzerland-based SEC-
registered investment advisor
Technology
Make technology
a differentiator
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Elevated technology to Group
Executive Board
Good progress with our
Leveling up Tech strategy;
e.g., +1k applications in cloud
and 500 applications
decommissioned
Launched Group-wide hub
and spoke strategy for Al,
Data and Analytics (ADA)
Simplification and
efficiency
Increase ease of doing
business
Achieved >20% of the 2023
~1bn gross cost savings
• Closed 18% of branches in
Switzerland
• Closed 14% of legal entities
Delayering to max 5 levels
from CEO
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Reduced corporate policies
by 23%
Culture
Mobilize employees for future
vision and act as one firm
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10,000 people transitioning to
Agile@UBS
Introduced new approach to
performance management
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