Asset Management Credit Suisse Asia Pacific Investor Forum

Transcription

1 Asset Management Credit Suisse Asia Pacific Investor Forum Hong Kong April 2, 2007 Toni Iliya, Head of Asset Management Asia Pacific

2 Cautionary statement Cautionary statement regarding forward-looking and non-gaap information This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of Forward-looking statements involve inherent risks and uncertainties, and we might not be able to achieve the predictions, forecasts, projections and other outcomes we describe or imply in forward-looking statements. A number of important factors could cause results to differ materially from the plans, objectives, expectations, estimates and intentions we express in these forward-looking statements, including those we identify in "Risk Factors" in our Annual Report on Form 20-F for the fiscal year ended December 31, 2006 filed with the US Securities and Exchange Commission, and in other public filings and press releases. We do not intend to update these forward-looking statements except as may be required by applicable laws. This presentation contains non-gaap financial information. Information needed to reconcile such non-gaap financial information to the most directly comparable measures under GAAP can be found in Credit Suisse Group's Quarterly Report 2006/Q4. Asset Management Slide 2

3 Asia Pacific a huge opportunity for Asset Management Investors Institutional High Net Worth / Retail Products Mutual Fund Regional AI Substantial growth in assets Diversifying offshore Increasingly complex needs Fast growing market Diversifying offshore Sizeable USD 2 trillion+ Fastest growing market in the world Diversifying offshore Explosive growth USD 145 billion in PE and USD 150 billion in HF Global demand for regional products Source: Cerulli, Investment Company Institute, MAS, BCG Asset Management Slide 3

4 Strategy aligned to opportunity in the region Focus on scale markets Different business models across diverse markets Deliver tailored investment solutions Build Alternatives Leverage One Bank Asset Management Slide 4

5 Strong regional foundation China ICBC CS Joint Venture China Renaissance JV Korea Woori Credit Suisse Joint Venture Hong Kong APAC Headquarters Distribution & Manufacturing Japan Distribution & Manufacturing Singapore Distribution & Manufacturing Australia Distribution & Manufacturing underpinned by the One Bank presence Asset Management Slide 5

6 Joint Ventures have tremendous potential Woori Credit Suisse Asset Management ICBC Credit Suisse Asset Management China Renaissance Capital Investments Leading financial group One of world s largest banks Growth capital fund 5th largest asset manager 3rd largest foreign JV Venture focused fund Leading distribution capability Joint product initiatives Leading distribution capability Joint product initiatives Target USD 1bn+ over 5 years Goal is to be #1 Goal is to be #1 Leader in China PE Asset Management Slide 6

7 Structuring is at the heart of our operating model Conventional Investment Management Credit Suisse Today Products, Investment Solutions and Marketing PRISM Distribution Client Client Investment Management Distribution Asset Management Slide 7

8 Highly adaptive regional business model e.g. Korea Conventional Credit Suisse Today LOCAL CLIENTS Domestic Institutions Domestic Institutions & Retail LOCAL PRESENCE Korea Asset Management / Investment Banking Woori Credit Suisse Joint Venture Korea Investment Banking INTERNATIONAL PRESENCE Asset Management Investment Banking Asset Management Slide 8

9 Sale of global products to Korean retail through JV Equity Funds Asset Management Global Strategies Woori Credit Suisse Korean Retail Investors Hedge Fund Product Investment Banking CS/Tremont Hedge Fund Index Swap Asset Management CS/Tremont Hedge Fund Index Asset Management Slide 9

10 Alternatives our single biggest opportunity Hedge Funds Fund of Funds Quantitative Strategies Index Solutions Private Equity Alternative Investments Real Estate Commodities Leveraged Investments Distribution-Focused Global Strategies Manufacturing-Focused Regional Strategies Investors in Asia Investors worldwide Asset Management Slide 10

11 Strongly positioned to grow in Asia Pacific 2007 and Beyond: Driving growth in our business Focus on priority markets Strengthen JVs Move into new markets Develop an alternatives business that is unmatched by any competitor Fully leverage the Integrated Bank Asset Management Slide 11

12 Asset Management Slide 12