UBS posts bigger-than-expected quarterly loss as Credit Suisse integration costs pile up


A brand of Swiss financial institution UBS is seen in Zurich, Switzerland March 29, 2023. 

Denis Balibouse | Reuters

UBS on Tuesday reported a bigger-than-expected third-quarter internet loss of $785 million as it really works to combine fallen rival Credit Suisse.

Analysts polled by Reuters had anticipated the Swiss banking large would file quarterly internet loss of $444 million in a company-compiled ballot.

The loss was pushed by $2 billion in bills associated to the Credit Suisse integration, with the financial institution recording an underlying working revenue earlier than tax of $844 million.

Here are another highlights:

  • Total group revenues had been $11.7 billion, up 23% from $9.54 billion within the second quarter.
  • CET1 capital ratio, a measure of financial institution liquidity, was 14.4%, unchanged from the earlier quarter.
  • Credit Suisse Wealth Management generated constructive internet new cash inflows for the primary time because the first quarter of 2022, contributing to inflows of $22 billion for UBS Global Wealth Management.

“We are executing on the integration of Credit Suisse at tempo and have delivered underlying profitability for the Group within the first full quarter because the acquisition. Our purchasers have continued to position their belief and confidence in us, contributing to sturdy inflows throughout wealth administration and our Swiss franchise,” CEO Sergio Ermotti mentioned in an announcement.

“We are optimistic about our future as we construct a good stronger and safer model of the UBS that was known as upon to stabilize the monetary system in March and one that every one of our key stakeholders will be happy with.”

Analysts at Citi highlighted on Tuesday that the $844 million underlying revenue earlier than tax determine was “notably forward of prior firm steerage (of break-even), treble consensus expectations and 6% forward of our above-consensus forecast.”

“As we anticipated the beat is pushed by higher opex [operating expense], 7% beneath consensus, with revenues additionally 1% forward. This is then barely offset by heavier provisions,” they famous, including that the acceleration of Wealth Management internet new cash inflows in September was additionally “encouraging.”

UBS can be within the means of totally integrating Credit Suisse’s Swiss banking unit — a key revenue middle — and is anticipated to chop a hefty proportion of the legacy financial institution’s workforce.

UBS reported internet new deposits of $33 billion throughout its Global Wealth Management and Personal and Corporate Banking (P&C) divisions, with $22 billion coming from Credit Suisse purchasers and constructive deposit inflows for P&C in September, the month after UBS introduced the choice to combine the home financial institution.

The financial institution additionally introduced earlier this 12 months that it’s concentrating on gross value financial savings of at the very least $10 billion by 2026, when it hopes to have accomplished the integration all of Credit Suisse Group’s companies.



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