Tài liệu Credit Suisse Group A brief presentation ppt

Credit Suisse Group

A brief presentation

Contents

Credit Suisse Group today – key facts
Credit Suisse Group’s financial strength
Credit Suisse locations
How we serve our clients
Vision, mission
What we do for our clients
Our history
Corporate citizenship
Employer of choice
Corporate governance
Board of Directors and Executive Board
Credit Suisse vs. peers
December 2012
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Credit Suisse Group today – key facts
Global bank headquartered in Zurich, serving clients in private banking,
investment banking and asset management.
Registered shares of Credit Suisse Group AG (CSGN) are listed in Switzerland
(SIX) and as American Depositary Shares (CS) in New York (NYSE).
Total number of employees: 48,400.
The Group’s long-term ratings are: Moody’s A2, Standard & Poor’s A, Fitch
Ratings A.
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Credit Suisse Group’s financial strength

Financial highlights 9M12:
Net income: reported: CHF 1,086 million; underlying* CHF 2,761 million
Return on equity: reported: 4.2%; underlying* 10.4%
Basel II.5 tier 1 ratio: 18.5%
Assets under management: CHF 1,250.7 billion
December 2012
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* Our reported results 9M12
were adversely impacted by
accounting driven fair value
losses due to tightening of
our own credit spreads. Our
underlying results are
adjusted for this effect of
CHF 2.5 billion, as well as for
other significant non-
operating items.
Credit Suisse locations
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Credit Suisse locations
Regional headquarters
Centers of Excellence
Source: Credit Suisse Company Profile 2011
Credit Suisse – A Single Source for Services
The Credit Suisse business model combines the strengths and expertise in Private Banking & Wealth
Management, including Asset Management, and Investment Banking. This combination enables the bank to
serve clients globally with integrated solutions tailored to their needs.
Integrated Advice
Personal relationship managers give our clients access to experts, products, and every

service offered by our integrated bank – all from a single source.
Customized Banking Services
We offer individualized solutions tailored to our clients' life situations and needs.
Innovative and Comprehensive Solutions
We work across divisional borders to serve our clients with innovative and holistic
solutions.
Global Reach
Our global presence and our partnerships in more than 50 countries allow our clients to
transact their financial business anywhere in the world.
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Credit Suisse – our vision
Our vision is to become the world’s
most admired bank, renowned for our
expertise in Private Banking &
Wealth Management, including Asset
Management, and Investment
Banking and most valued for our
advice, innovation and execution.

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Credit Suisse – our mission
We set new standards in partnering with
our clients and providing them with
integrated financial solutions.

Cultural diversity is essential to our
success.

We strive to create an open, respectful
workplace that encourages people to
work together and with our clients to
deliver superior products, services and
results and support the success and
prosperity of our stakeholders.
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What we do for Private Banking & Wealth Management
clients
We offer comprehensive advice and a broad range of financial solutions to
private, corporate and institutional clients.
We serve more than two million clients, including ultra-high-net-worth and
high-net-worth individuals around the globe and private clients in Switzerland,
making us one of the largest global players.
We serve the needs of over 100,000 corporations and institutions, mainly in
Switzerland, and is an important provider of financial products and services.

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What we do for Asset Management clients
We offer products across a wide range of asset classes in both core
investments (equities, fixed income, real estate, index and multi-asset class
solutions) as well as alternative investments (including credit, hedge funds
and emerging market products).
We manage portfolios, mutual funds and other investment vehicles for
governments, institutions, corporations and private clients worldwide.
We operate as a global integrated network in close collaboration with Private
Banking and Investment Banking.
December 2012

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What we do for Investment Banking clients
We provide a broad range of financial products and services, with a focus on
businesses that are client-driven, flow-based and capital-efficient. Our
products and services include global securities sales, trading and execution,
prime brokerage, capital raising and advisory services, as well as
comprehensive investment research.
Clients include corporations, governments, pension funds and institutions
around the world.
We deliver our global investment banking capabilities via regional and local
teams based in all major developed and emerging market centers.
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Regions (1/2)
Switzerland
In our home market, we are a leading bank for private, corporate and institutional
clients.
Around 2,000 relationship managers at more than 200 branches offer clients a full
range of Private Banking & Wealth Management services, including our offering in
Asset Management.
We offer traditional and alternative investment products and multi-asset class
solutions.
We provide a broad range of financial services to our Swiss Investment Banking
client base.

Europe, Middle East and Africa
Credit Suisse is active in 31 countries across the EMEA region with offices in 74
cities.
Our regional headquarters are in the UK, but we have an onshore presence in every
major country in EMEA.

The region encompasses both developed markets such as France, Germany, Italy,
Spain and the UK, as well as fast growing markets including Russia, Poland,
Turkey, South Africa and the Middle East.


December 2012
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Source: Credit Suisse Annual Report 2011
Regions (2/2)
Americas
The Americas region comprises our operations in the US, Canada, the Caribbean
and Latin America.
With offices in 46 cities spanning 14 countries, we offer clients local market
expertise and access to our full range of global resources across our core
businesses and as an integrated bank.
In 2011 we continued to build our investment banking platform in Canada,
maintained or improved market share in most major product areas in the US, and
expanded our Private Banking & Wealth Management capabilities across the
region, including our offering in Asset Management.
Asia Pacific
The Asia Pacific region comprises 18 offices in 12 markets.
Our integrated banking platform has a strong presence in the region’s largest
markets, such as Australia, China, Hong Kong, Korea and Japan, complemented
by long-standing leadership in Southeast Asia and a rapidly growing franchise in
India.
In these markets we are committed to building one of the leading client franchises
in the industry by delivering the integrated bank to corporate, institutional and high-
net-worth clients.

December 2012
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Source: Credit Suisse Annual Report 2011
Our history
1856 Credit Suisse (CS) founded in Zurich as Schweizerische Kreditanstalt
1932 The First Boston Corporation established as a subsidiary of The First
National Bank of Boston
1940 First branch of CS outside Switzerland (New York)
1978 First cooperation between CS and The First Boston Corporation
1988 CS acquires controlling stake in The First Boston Corporation
1993 Takeover of Volksbank
1996 CS Holding becomes Credit Suisse Group as a holding company of
Credit Suisse and Credit Suisse First Boston
2006 Launch of Credit Suisse as an integrated global bank
December 2012
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Credit Suisse history in Switzerland
1856
153 years ago, Alfred Escher founded Schweizerische Kreditanstalt (SKA) – which
later became Credit Suisse – to drive the expansion of the railway network and the
industrialization of Switzerland.
No Swiss statesman had such a profound impact on the country as Alfred Escher,
who laid the foundations for a modern Switzerland.
Alfred Escher (1819-1882) Paradeplatz, Zurich The monument of Alfred Escher at ETH Zurich, founded in 1854
Zurich main station
December 2012
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Credit Suisse history – First Boston Corporation
1786
Over 200 years ago, the founder of the Massachusetts Bank – forerunner of First

Boston – financed the first US ship to China. The First Boston Corporation was
created as the investment banking arm of the First National Bank of Boston in 1932
and went public in 1934.


State Street 1801: State Street, Boston, 1801. On the right stood the American Coffee House, home of the Massachusetts Bank, 1792 – 1809.
December 2012
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Corporate Responsibility (1/2)
At Credit Suisse, we believe that
our responsible approach to
business is a decisive factor
determining the long-term
success of our bank. We
therefore strive to act as a good
corporate citizen in every aspect
of our work.
December 2012
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Corporate Responsibility (2/2)
Creating value in the long term
By executing our core competency as a financial intermediary and risk assessor in line
with the highest industry standards, we can create long-term added value for our
clients, employees and shareholders, and the economy and society as a whole.


Combining profitability with responsibility
… towards our stakeholders, the society and the environment
Society: through open dialogue with the public, our support of humanitarian, cultural
and charitable organizations, and our sponsorship in education, sports and culture.

Environment: by offering our clients innovative, sustainable business solutions and
continuously improving our own environmental performance.

Risk review process
An established review process ensures that we examine business transactions that may
involve environmental, social and human rights risks.

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Employer of choice
Credit Suisse Group considers the skills and cultural diversity of its
employees to be among its greatest strengths.

Credit Suisse aims to:


Be an employer of
choice for men and
women seeking
careers in the
financial services
industry
Provide a
stimulating working
environment and
attractive training
and development
opportunities
Promote equal
rights in a working

environment free
from discrimination
December 2012
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Corporate governance



The Board consists solely of directors who have no executive functions within the Group.
As of December 31, 2011, almost all members of the Board were independent.
Code of Conduct: the Group strives to act with integrity, responsibility, fairness,
transparency and discretion at all times.
The Group’s external reporting provides an accurate, fair and transparent picture of the
Group’s financial condition.
Strong internal and external auditors play a critical role in providing an independent
assessment of the Group’s operations and internal controls.

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Credit Suisse Group is committed to ensuring compliance with international best
practice in corporate governance.
Chairman and CEO

Urs Rohner, Chairman of the Board of Directors

Main activities:
Coordination of the work of the Board and its
committees
Active involvement in developing the strategic business
plans and objectives of the Group
Active representation of the Group vis-à-vis investors,
stakeholders and the public















Brady W. Dougan, Chief Executive Officer

Main activities:
Operational management of the Group
Implementation of business strategy and financial
plans
Definition of guidelines for the internal organization and
other general policies of the Group


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Executive Board:
Divisional and Regional Management
Hans-Ulrich Meister
Head Private Banking
CEO Switzerland
Eric Varvel
Head Equities &
Investment Banking
Department
CEO Asia Pacific
Robert Shafir
Head Private Banking &
Wealth Management
Products
CEO Americas
December 2012
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Gael de Boissard
Head Fixed Income

CEO Europe, Middle East
and Africa
Executive Board (continued):
Heads of Shared Services
December 2012
23

David Mathers
Chief Financial Officer

Pamela Thomas-Graham
Chief Talent, Branding
and Communications
Officer

Romeo Cerutti
General Counsel

Tobias Guldimann
Chief Risk Officer
Board of Directors of Credit Suisse Group
Urs Rohner, Chairman Andreas N. Koopmann
Peter Brabeck-Letmathe, Vice-Chairman Jean Lanier
Jassim Bin Hamad J. J. Al Thani Anton van Rossum
Robert H. Benmosche Aziz R.D. Syriani
Iris Bohnet
David W. Syz
Noreen Doyle Richard E. Thornburgh
Jean-Daniel Gerber John Tiner
Walter B. Kielholz

December 2012
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Credit Suisse vs. peers 2Q12
13
17
22
27
30
32
42
46
46
76
84
129
152
Nomura
SocGen
CS
MS
BARC
DB
UBS
BNP
GS
Citi
BofA
JPM
HSBC
418

713
898
1,043
1,412
1,497
1,814
2,045
2,168
2,366
2,422
2,510
2,692
Nomura
MS
GS
CS
UBS
SocGen
Citi
BofA
JPM
BNP
BARC
HSBC
DB
n/r
n/r
32
35
48

59
64
101
139
160
261
272
275
BNP
JPM
GS
Nomura
CS
MS
UBS
DB
BARC
SocGen
Citi
HSBC
BofA
13
17
22
27
30
32
42
46
46

76
84
129
152
Nomura
SocGen
CS
MS
BARC
DB
UBS
BNP
GS
Citi
BofA
JPM
HSBC
418
713
898
1,043
1,412
1,497
1,814
2,045
2,168
2,366
2,422
2,510
2,692

Nomura
MS
GS
CS
UBS
SocGen
Citi
BofA
JPM
BNP
BARC
HSBC
DB
Market Capitalization, CHF bn
Assets under Management, CHF bn
B/S Assets, CHF bn
Employees (FTEs), thousands
Note: n/r = not reported
n/r
224
261
276
646
791
792
1,049
1,166
1,213
1,360
1,863

2,163
Citi
SocGen
BARC
Nomura
BofA
GS
MS
BNP
HSBC
CS
DB
JPM
UBS
December 2012
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