UBS Results Presentation Deck slide image

UBS Results Presentation Deck

Our strategic imperatives guided our execution in 2021 888 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 ● ● ● 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 ● ● 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 ● ● Reduced corporate policies by 23% Culture Mobilize employees for future vision and act as one firm ● ● 10,000 people transitioning to Agile@UBS Introduced new approach to performance management 41
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