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Wealth Management
International & Switzerland
Business Unit reporting
| Spreadsheets |
Business Unit reporting | |||||
Quarter ended | % change from | ||||
CHF million, except where indicated | 31.3.06 | 31.12.05 | 31.3.05 | 4Q05 | 1Q05 |
Income | 2,649 | 2,424 | 2,071 | 9 | 28 |
Adjusted expected credit loss 1 | (7) | (5) | (1) | (40) | (600) |
Total operating income | 2,642 | 2,419 | 2,070 | 9 | 28 |
Cash components | 749 | 653 | 593 | 15 | 26 |
Share-based components 2 | 28 | 22 | 25 | 27 | 12 |
Total personnel expenses | 777 | 675 | 618 | 15 | 26 |
General and administrative expenses | 208 | 255 | 187 | (18) | 11 |
Services to / from other business units | 362 | 346 | 331 | 5 | 9 |
Depreciation of property and equipment | 17 | 24 | 17 | (29) | 0 |
Amortization of intangible assets | 2 | 2 | 2 | 0 | 0 |
Total operating expenses | 1,366 | 1,302 | 1,155 | 5 | 18 |
Business Unit performance before tax | 1,276 | 1,117 | 915 | 14 | 39 |
KPIs | |||||
Invested assets (CHF billion) | 982 | 820 | 6 | 27 | |
Net new money (CHF billion) 3 | 13.2 | 15.4 | |||
Gross margin on invested assets (bps) 4 | 101 | 104 | 4 | 1 | |
Cost / income ratio (%) 5 | 53.7 | 55.8 | |||
Cost / income ratio excluding the European wealth management business (%) 5 | 47.4 | 47.7 | 49.6 | ||
Client advisors (full-time equivalents) | 4,286 | 4,154 | 3,849 | 3 | 11 |
International clients | |||||
Income | 1,922 | 1,743 | 1,480 | 10 | 30 |
Invested assets (CHF billion) | 774 | 729 | 599 | 6 | 29 |
Net new money (CHF billion) 3 | 21.8 | 13.4 | 14.5 | ||
Gross margin on invested assets (bps) 4 | 102 | 98 | 102 | 4 | 0 |
European wealth management (part of international clients) | |||||
Income | 236 | 212 | 157 | 11 | 50 |
Invested assets (CHF billion) | 127 | 114 | 90 | 11 | 41 |
Net new money (CHF billion) 3 | 3.7 | 5.6 | |||
Client advisors (full-time equivalents) | 820 | 803 | 812 | 2 | 1 |
Swiss clients | |||||
Income | 727 | 681 | 591 | 7 | 23 |
Invested assets (CHF billion) | 265 | 253 | 221 | 5 | 20 |
Net new money (CHF billion) 3 | 2.9 | (0.2) | 0.9 | ||
Gross margin on invested assets (bps) 4 | 112 | 109 | 108 | 3 | 4 |
Capital return and BIS data | |||||
Return on allocated regulatory capital (%) 6 | 83.3 | 78.9 | 79.1 | ||
BIS risk-weighted assets | 47,736 | 43,369 | 36,251 | 10 | 32 |
Goodwill | 1,579 | 1,566 | 1,257 | 1 | 26 |
Allocated regulatory capital 7 | 6,353 | 5,903 | 4,882 | 8 | 30 |
Additional information | As at or for the quarter ended | % change from | |||
31.3.06 | 31.12.05 | 31.3.05 | 4Q05 | 1Q05 | |
Recurring income 8 | 1,921 | 1,815 | 1,513 | 6 | 27 |
Client assets (CHF billion) | 1,309 | 1,235 | 1,022 | 6 | 28 |
Personnel (full-time equivalents) | 12,149 | 11,555 | 10,449 | 5 | 16 |
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