Meeting prep · SIX: UBSG · Mega Diamond · Steve.Pemberton
UBS Group AG
Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules
Sergio Ermotti
CEO · Executive on file, Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
57 Focus now · Mega Diamond account; about $50M of planned deals (est.); 3 plans not yet started
Their priorities
Sergio Ermotti's plan is to complete the Credit Suisse integration by end-2026 (client migrations, decommissioning CS systems, about $13B in cost saves) and to grow wealth in the Americas and APAC. unverified
Lobbying against Swiss proposals that would raise capital requirements by up to about $26B (capital for foreign subsidiaries). unverified
May 2025 · Credit Suisse tax-evasion plea resolved by UBS. Regulatory actions
Talking points
The final mile of CS decommissioning and wealth client migrations, then the run-state cost base.
Capital rules push RWA optimization and legal-entity restructuring.
Plays to raise
Legal-entity and capital optimizationCost & operationsIdentifiednamed buyer
Why now: Capital rules push RWA optimization and legal-entity restructuring.
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
CS decommissioning and data archivingM&A & integrationIdentified
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 3-week TSA exit health check: inventory every open service, cost the run-rate of each, and produce a dated exit plan with the stranded-cost reduction it unlocks.
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
57 Focus now · Mega Diamond account; about $50M of planned deals (est.); 3 plans not yet started
Their priorities
Sergio Ermotti's plan is to complete the Credit Suisse integration by end-2026 (client migrations, decommissioning CS systems, about $13B in cost saves) and to grow wealth in the Americas and APAC. unverified
Lobbying against Swiss proposals that would raise capital requirements by up to about $26B (capital for foreign subsidiaries). unverified
Strong results, with "figures becoming a minor matter in view of the capital issue" (Bluewin). Cost saves on track. unverified
Credit Suisse integration. Disposals of non-core CS units. unverified
Capital rule changes, integration risk and the possibility of relocating HQ. unverified
May 2025 · Credit Suisse tax-evasion plea resolved by UBS. Regulatory actions
Talking points
The final mile of CS decommissioning and wealth client migrations, then the run-state cost base.
Capital rules push RWA optimization and legal-entity restructuring.
Plays to raise
CS decommissioning and data archivingM&A & integrationIdentifiednamed buyer
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 3-week TSA exit health check: inventory every open service, cost the run-rate of each, and produce a dated exit plan with the stranded-cost reduction it unlocks.
Legal-entity and capital optimizationCost & operationsIdentifiednamed buyer
Why now: Capital rules push RWA optimization and legal-entity restructuring.
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
Other firms at the account: Infosys, TCS, Cognizantmentions unverified
Capital rule changes, integration risk and the possibility of relocating HQ.
COO
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cost & operations, AI & agents, Workforce transformation
Account health
57 Focus now · Mega Diamond account; about $50M of planned deals (est.); 3 plans not yet started
Their priorities
Sergio Ermotti's plan is to complete the Credit Suisse integration by end-2026 (client migrations, decommissioning CS systems, about $13B in cost saves) and to grow wealth in the Americas and APAC. unverified
Strong results, with "figures becoming a minor matter in view of the capital issue" (Bluewin). Cost saves on track. unverified
Decommissioning CS apps (thousands). Azure cloud partnership. Gen AI (UBS Red, M365 Copilot at scale). unverified
May 2025 · Credit Suisse tax-evasion plea resolved by UBS. Regulatory actions
Talking points
The final mile of CS decommissioning and wealth client migrations, then the run-state cost base.
Capital rules push RWA optimization and legal-entity restructuring.
Plays to raise
CS decommissioning and data archivingM&A & integrationIdentifiednamed buyer
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 3-week TSA exit health check: inventory every open service, cost the run-rate of each, and produce a dated exit plan with the stranded-cost reduction it unlocks.
Legal-entity and capital optimizationCost & operationsIdentifiednamed buyer
Why now: Capital rules push RWA optimization and legal-entity restructuring.
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Other firms at the account: Infosys, TCS, Cognizantmentions unverified
Separation program lead
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
57 Focus now · Mega Diamond account; about $50M of planned deals (est.); 3 plans not yet started
Their priorities
Sergio Ermotti's plan is to complete the Credit Suisse integration by end-2026 (client migrations, decommissioning CS systems, about $13B in cost saves) and to grow wealth in the Americas and APAC. unverified
Lobbying against Swiss proposals that would raise capital requirements by up to about $26B (capital for foreign subsidiaries). unverified
May 2025 · Credit Suisse tax-evasion plea resolved by UBS. Regulatory actions
Talking points
The final mile of CS decommissioning and wealth client migrations, then the run-state cost base.
Capital rules push RWA optimization and legal-entity restructuring.
Plays to raise
CS decommissioning and data archivingM&A & integrationIdentifiednamed buyer
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 3-week TSA exit health check: inventory every open service, cost the run-rate of each, and produce a dated exit plan with the stranded-cost reduction it unlocks.
Legal-entity and capital optimizationCost & operationsIdentified
Why now: Capital rules push RWA optimization and legal-entity restructuring.
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Other firms at the account: Infosys, TCS, Cognizantmentions unverified
Capital rule changes, integration risk and the possibility of relocating HQ.
CIO
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
57 Focus now · Mega Diamond account; about $50M of planned deals (est.); 3 plans not yet started
Their priorities
Sergio Ermotti's plan is to complete the Credit Suisse integration by end-2026 (client migrations, decommissioning CS systems, about $13B in cost saves) and to grow wealth in the Americas and APAC. unverified
Swiss "too big to fail" capital reform (2025-26). FINMA. US legacy CS matters. unverified
Decommissioning CS apps (thousands). Azure cloud partnership. Gen AI (UBS Red, M365 Copilot at scale). unverified
May 2025 · Credit Suisse tax-evasion plea resolved by UBS. Regulatory actions
Talking points
The final mile of CS decommissioning and wealth client migrations, then the run-state cost base.
Capital rules push RWA optimization and legal-entity restructuring.
Plays to raise
CS decommissioning and data archivingM&A & integrationIdentifiednamed buyer
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 3-week TSA exit health check: inventory every open service, cost the run-rate of each, and produce a dated exit plan with the stranded-cost reduction it unlocks.
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Other firms at the account: Infosys, TCS, Cognizantmentions unverified
Head of Transformation
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
57 Focus now · Mega Diamond account; about $50M of planned deals (est.); 3 plans not yet started
Their priorities
Sergio Ermotti's plan is to complete the Credit Suisse integration by end-2026 (client migrations, decommissioning CS systems, about $13B in cost saves) and to grow wealth in the Americas and APAC. unverified
Lobbying against Swiss proposals that would raise capital requirements by up to about $26B (capital for foreign subsidiaries). unverified
May 2025 · Credit Suisse tax-evasion plea resolved by UBS. Regulatory actions
Talking points
The final mile of CS decommissioning and wealth client migrations, then the run-state cost base.
Capital rules push RWA optimization and legal-entity restructuring.
Plays to raise
Legal-entity and capital optimizationCost & operationsIdentifiednamed buyer
Why now: Capital rules push RWA optimization and legal-entity restructuring.
Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
CS decommissioning and data archivingM&A & integrationIdentified
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 3-week TSA exit health check: inventory every open service, cost the run-rate of each, and produce a dated exit plan with the stranded-cost reduction it unlocks.
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Other firms at the account: Infosys, TCS, Cognizantmentions unverified
Capital rule changes, integration risk and the possibility of relocating HQ.
Head of Wealth / Advisor Platform / Head of Wealth / Advisor Platform
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
57 Focus now · Mega Diamond account; about $50M of planned deals (est.); 3 plans not yet started
Their priorities
Sergio Ermotti's plan is to complete the Credit Suisse integration by end-2026 (client migrations, decommissioning CS systems, about $13B in cost saves) and to grow wealth in the Americas and APAC. unverified
Swiss "too big to fail" capital reform (2025-26). FINMA. US legacy CS matters. unverified
Decommissioning CS apps (thousands). Azure cloud partnership. Gen AI (UBS Red, M365 Copilot at scale). unverified
May 2025 · Credit Suisse tax-evasion plea resolved by UBS. Regulatory actions
Talking points
The final mile of CS decommissioning and wealth client migrations, then the run-state cost base.
Capital rules push RWA optimization and legal-entity restructuring.
Plays to raise
Wealth advisor AIAI & agentsIdentifiednamed buyer
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Other firms at the account: Infosys, TCS, Cognizantmentions unverified
Head of Client Experience
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
AI & agents, Cloud & core, Payments
Account health
57 Focus now · Mega Diamond account; about $50M of planned deals (est.); 3 plans not yet started
Their priorities
Sergio Ermotti's plan is to complete the Credit Suisse integration by end-2026 (client migrations, decommissioning CS systems, about $13B in cost saves) and to grow wealth in the Americas and APAC. unverified
Swiss "too big to fail" capital reform (2025-26). FINMA. US legacy CS matters. unverified
Decommissioning CS apps (thousands). Azure cloud partnership. Gen AI (UBS Red, M365 Copilot at scale). unverified
May 2025 · Credit Suisse tax-evasion plea resolved by UBS. Regulatory actions
Talking points
The final mile of CS decommissioning and wealth client migrations, then the run-state cost base.
Capital rules push RWA optimization and legal-entity restructuring.
Plays to raise
Wealth advisor AIAI & agentsIdentifiednamed buyer
Why now: Credit Suisse integration due to complete by end-2026; fighting much tougher Swiss capital rules.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Other firms at the account: Infosys, TCS, Cognizantmentions unverified
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.