UBS Mergers and Acquisitions Presentation Deck
Scaling up our leading Global Wealth and Asset Management franchise
in highly attractive growth areas
~5trn²
invested assets,
GWM +AM (USD)
3.91
UBS
UBS
Pro-forma
Further enhancing our
competitive position³
Invested assets, USDtrn
GWM peers
4.2
Peer 1 UBS
3.4
2.0
AM European peers
Peer 1
pro-forma
1.7
Peer 2
3.2
Peer 2 UBS GWM
1.5
2.8
UBS
pro-forma
1.4
Peer 3
2.0
Peer 3
1.3
Peer 4
1.9
Peer 4
1.1
UBS AM
Adding scale and accelerating our
strategic plans in high-growth areas
✓ Complementary positioning in South-East
Asia, Middle East and Latin America
✓ Aligned client focus on high-growing
UHNW and entrepreneur segments
✓ Becoming top 3 asset manager in Europe
(from #5), and #11 globally (from #19)
Complementary positioning in
Alternatives, Thematics, Indexed,
and key growth markets
UBS 1 Of which USD 2.8trn in WM and USD 1.1trn in AM; 2 Of which USD 3.4trn in WM and USD 1.5trn in AM; 3 As per 31.12.22 company filings; exchange rates as of 2022 year-end
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