Bellevue Group half-year results 2022

Presentation for investors, analysts and the media

Kusnacht, July 28, 2022

Disclaimer

This document was produced by and the opinions expressed are those of Bellevue Group AG («Bellevue») as of the date of writing and are subject to change. It has been prepared solely for information purposes and for the use of the recipient. It does not constitute an offer or an invitation by or on behalf of Bellevue to any person to buy or sell any security. Any reference to past performance is not necessarily a guide to the future. The information and analysis contained in this publication have been compiled or arrived at from sources believed to be reliable but Bellevue does not make any representation as to their accuracy or completeness and does not accept liability for any loss arising from the use hereof.

This document is not an offering prospectus pursuant to Art. 652a of the Swiss Federal Code of Obligation or a listing prospectus pursuant to the listing rules of the SWX Swiss Exchange.

This publication is not being issued in the United States of America and should not be distributed to United States Persons or publications with a general circulation in the United States. This document does not constitute an offer or invitation to subscribe for or purchase any securities. In addition, the securities of Bellevue Group AG have not been registered under the United States Securities Laws and may not be offered, sold or delivered within the United States or to U.S. Persons absent from registration under or an applicable exemption from the registration requirements of the United States Securities Laws.

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Agenda

1

Overview of H1 2022

André Rüegg, Group CEO

2

H1 2022 Results

Michael Hutter, Group CFO

3

Business Update & Outlook

André Rüegg, Group CEO

4 Questions & Answers

  1. Appendix

3

Overview of H1 2022

André Rüegg, Group CEO

4

OVERVIEW OF H1 2022

Highlights H1 2022

Navigating a "perfect storm"

Mixed

results for H1 2022

  • Market-induced decline in AuM base accentuated by sharp focus on growth
  • Temporary erosion of earnings power cushioned by highly elastic cost base (entrepreneurial compensation model)
  • Very stable client base as a promising foundation for future growth

Consistent

strategy execution

  • Strategic profile and positioning as a pure, specialized asset manager consistently realized
  • Further development of proven business model with a clear focus on quality and innovative offering as well as the growth of international client network
  • Ongoing product review to create space for new ideas

Simplified & stronger

platform

  • Strong and flexible organization, sound capital base ensure
    a high level of efficiency
  • Targeted investments in new talent and infrastructure strengthen our competitive position
  • Corporate responsibility, sound governance and a clear focus on ESG build trust

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Disclaimer

Bellevue Group AG published this content on 28 July 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 28 July 2022 08:37:03 UTC.