Sustainability Report 2021 Inclusive Growth | Defining and Executing on Our Strategy 73 Private Wealth Management Inclusive Wealth Initiative We have made a conscious effort to ensure we have accessible and relevant resources for women, the LGBTQ+ community, and ethnically diverse clients, and we are proud to be considered a best-in-class wealth manager for these populations. In the Lead was launched in 2021 to help ultra-high net worth women take the lead in their wealth, philanthropy, legacy, and beyond through a streamlined collection of insights, resources, advice, and an exclusive community of women who build upon each other’s experiences. We will be expanding our efforts to include resources specific to the Black community in 2022. Supporting Inclusive Wealth As diverse populations continue to grow across the world, the face of wealth also continues to change. We see a significant opportunity to help our clients achieve their personal financial goals. 5 Commitment and Leadership INCLUSIVE GROWTH