Ubs Group Ag · SIX:UBSG
Ubs — Morgan Stanley Financials Conference 2012
18 slides from Ubs's conference presentation, Mar 29, 2012
Slide 1: Morgan Stanley Financials Conference
Morgan Stanley Financials Conference Tom Naratil Group Chief Financial Officer March 29, 2012
Slide 2: Cautionary statement regarding forward-looking statements
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Cautionary statement regarding forward-looking statements This presentation contains statements that constitute “forward-looking statements”, including statements relating to UBS’s
Slide 3: Key messages
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Key messages Our strategy is centered on our pre-eminent wealth management businesses and our universal bank in Switzerland. It builds on the strengths of all of our businesses, sup
Slide 4: Our wealth management businesses are unrivaled
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Our wealth management businesses are unrivaled World leading HNW and UHNW wealth manager, unrivaled in scope, reach and client mix with a strong footprint in all major financial cen
Slide 5: Our clients turn to us for advice to address their concerns
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Our clients turn to us for advice to address their concerns Our clients’ positioning is a reflection of market uncertainties Americas Europe Size of US national debt European debt c
Slide 6: Why clients value UBS Investment Bank
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Why clients value UBS Investment Bank What clients need from our Investment Bank Sovereigns, institutional and corporate clients Wealth management clients • Dedicated Investment Ban
Slide 7: Our strategy builds on the strengths of all of our businesses
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Our strategy builds on the strengths of all of our businesses We are centered on our pre-eminent wealth management businesses and our Swiss universal bank, building on the strengths
Slide 8: Wealth Management
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Wealth Management We have a strong presence in APAC and in the highest growth markets….. • FY11 inflows of CHF 23.5 billion (3.1% NNM growth) 3-5 Net new • Our focus is attracting q
Slide 9: Wealth Management Americas
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Wealth Management Americas Strong profit performance for FY11 and … • Net inflows of CHF 12.1 billion after outflows of CHF 6.1 billion in FY10 2-4% Net new 1.8 • Industry-leading n
Slide 10: Retail and Corporate
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Retail and Corporate Leading retail and corporate business in Switzerland… • Volume growth in client deposits of 6% in 2011 Net new • Seizing growth opportunities in advisory and ex
Slide 11: Global Asset Management
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Global Asset Management Well-diversified across business lines, regions and distribution channels … • Third party inflows of CHF 12.2 billion excluding money 3-5% market for FY11 Ne
Slide 12: Investment Bank
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Investment Bank Our efforts are focused on prudent risk reduction Basel 3 Risk- • Targeting CHF 190 billion RWAs by 31.12.12; good progress weighted in market risk RWA reduction in
Slide 13: We remain vigilant on costs
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt We remain vigilant on costs We are managing scarce resources by driving tactical and strategic efficiency initiatives … Tactical actions Optimization Process industrialization • CHF
Slide 14: Our capital, liquidity and funding positions are strong
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Our capital, liquidity and funding positions are strong Capital strength is the foundation for our success • Industry-leading Basel 2.5 tier 1 capital ratio: 15.9%, core tier 1 rati
Slide 15: Risk-weighted assets—Basel 3
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Risk-weighted assets—Basel 31 We have reduced RWAs swiftly and we are ahead of our plan • CHF (145) billion net reduction of IB RWAs • CHF 15 billion RWA growth in other businesses
Slide 16: We are targeting a common equity tier 1 ratio of 13%
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt We are targeting a common equity tier 1 ratio of 13% We intend to issue loss-absorbing capital on a global basis Basel 3 Basel 3 Target phased-in scenario 1,2 2019 rules fully appli
Slide 17: We are confident about our future
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt We are confident about our future Our business Our actions Upside potential Unrivalled wealth management Continue to strengthen our • 27% of WM clients AuM in cash franchise lea
Slide 18: Key messages
schmidgr [printed: ____] [saved: August 24, 2011 1:18 PM] Z:\4 Presentations\2011\20111003_BoAML\20110822_BoAML_V1.ppt Key messages Our strategy is centered on our pre-eminent wealth management businesses and our universal bank in Switzerland. It builds on the strengths of all of our businesses, sup
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