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Super League In-Depth Analysis: Credit Suisse 2016

Super League In-Depth Analysis: Credit Suisse 2016

Summary

Credit Suisse announced a new strategy in October 2015 that puts emphasis on wealth management while resizing and refocusing the investment bank to support wealth management operations. Following the update, three of Credit Suisse’s five business divisions now operate in private banking: Asia Pacific, International Wealth Management, and Swiss Universal Bank. It targets growth in private banking markets in Asia, Eastern Europe, the Middle East, Latin America, and Africa.

Key Findings

  • According to the new strategy announced in October 2015, Credit Suisse has been cutting costs across the company. In March 2016 the firm announced the acceleration of its restructuring strategy, with increased cost reduction targets.
  • Following the October 2015 strategy update, Credit Suisse has exited private banking business in Gibraltar, Monaco, Panama, and the US.
  • Of the three divisions (Asia Pacific, International Wealth Management, and Swiss Universal Bank) that operate in wealth management only Asia Pacific increased its revenues in 2015.
  • Asia Pacific had the greatest amount of net new assets ($17bn in 2015), while Swiss Universal Bank had a net inflow of $3.2bn and International Wealth Management an outflow of $3bn.
  • Credit Suisse seeks to grow the share of assets managed under mandates, and in April 2015 rolled out the Credit Suisse Invest service to target this space.
Synopsis

Verdict Financial’s “Super League In-Depth Analysis: Credit Suisse 2016” is a comprehensive analysis of Credit Suisse’s private banking operations. It offers insight into the company’s strategy, financial results, and marketing activities. It also covers the bank’s recent merger and acquisition (M&A) activity, customer targeting, and product innovation. Insight into Credit Suisse’s growth strategy.
  • Overview of the firm’s organizational structure.
  • Clear presentation of its geographical coverage and expansion strategy, including M&A activity.
  • Analysis of the firm’s financial performance at group and divisional level, including comparison to other global wealth managers.
  • Examination of the key target client groups.
  • Analysis of Credit Suisse’s product and service proposition and how it is unique compared to its competitors.
  • Review of Credit Suisse’s marketing and social media activities at group and divisional level.
Reasons To Buy
  • Examine the financial performance and key ratios for Credit Suisse and benchmark this competitor against other global wealth managers.
  • Explore Credit Suisse’s recent M&A and growth strategies and their impacts on its AUM growth and financial performance.
  • Understand Credit Suisse’s client targeting strategies and examine whether these have been successful.
  • Learn more about Credit Suisse’s marketing strategy and social media presence.


1. Executive Summary
2. Strategy
3. Financial Performance
4. Customers & Products
5. Marketing & Advertising
6. Appendix

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