Christian Wiesendanger
Head UBS WM Switzerland
October 26th 2015
Smart Business Day 2015
Transformation towards digital
advisory within Wealth Management

t381392 [printed: 29. August 2013 2:03 PM] [saved: 4. November 2013 4:08 PM] Y:TRANSPARENZ18 Management Conference04 Jan 201401 Presentations01 State of the union_v0.1.ppt
WM
WM industry challenges
 Asset managers vs.
Wealth managers
 Financial planners vs.
Wealth managers
BATTLE
FOR CLIENT OWNERSHIP
(AM VS WM)
PROTECTION
OF INVESTORS
CHANGE
IN CLIENT EXPECTATIONS
(AGING AND DIGITAL)
PRESSURE
ON ECONOMICS
1

t381392 [printed: 29. August 2013 2:03 PM] [saved: 4. November 2013 4:08 PM] Y:TRANSPARENZ18 Management Conference04 Jan 201401 Presentations01 State of the union_v0.1.ppt
Aspiration: Trusted financial advisor of Swiss WM clients
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'General
Practitioner' on
Total Wealth
Customized holistic advice
Contractual solution
Best-in-class global specialist network
Delivery anywhere and anytime

Offering
Content
Engines (e.g. Cornerstone)
Holistic Advise
Wealth
Management
Online
That’s why we don't have a digital strategy – rather is
digital an integral part of our business strategy
3
Distribution
channels

Why now? – Because “we know that we don’t know…”
… but we do know that digital inside UBS will happen
Facts
 Digital adoption first slow, then exponential
 Inflection point not known
Conclusions
 We must start, and have done so, with strong
early results
 We invest substantial time/resources
Fintech
Time

4

Portfolio
Health Check
5

6
Did we raise your
interest?
http://www.ubs.com/advice-
ch