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BANK WEALTH MANAGEMENT REPORT TABLE OF CONTENTS
INTRODUCING OUR SPONSOR
INTRODUCTION
Defining Wealth Management
Banking’s Increased Involvement in Wealth Management Activities
Data-Sources of the Bank Wealth Management Report
About This Report’s Benchmarks
Program Revenue
Program Concentration
Program Penetration
Program Productivity
Program Density
Program Contribution
Program Growth
Wealth Management Component Composition
Market Share
Another MWA Benchmarking Tool - The MWA Bank Fee Income Ratings Report
NATIONAL OVERVIEW OF BANK WEALTH MANAGEMENT INCOME
Wealth Management Fee Income Performance Among All BHCs
Participation and Production
Securities Brokerage Component
Annuity Component
Fiduciary Component
Investment Advisory & Banking Component
Program Growth
Components’ Shares of Wealth Management Income Among BHCs
Percent of BHCs Reporting Each Wealth Management Component
Percent of BHCs Reporting Four, Three, Two or Only One Wealth Management Component(s)
Bank and Nonbank Shares of Wealth Management and Component Fee Incomes
BANK HOLDING COMPANY WEALTH MANAGEMENT FEE INCOME
Fee Income and Performance by Asset-Size
Over $10 Billion in Assets
Participation and Production
Mean, Median, & Top Quartile for Dollar Volume and Program Benchmarks
Between $1 - $10 Billion in Assets
Participation and Production
Mean, Median, & Top Quartile for Dollar Volume and Program Benchmarks
Between $500 Million - $1 Billion in Assets
Participation and Production
Mean, Median, & Top Quartile for Dollar Volume and Program Benchmarks
Under $500 Million in Assets (Small Bank Proxy)
Participation and Production
Mean, Median, & Top Quartile for Dollar Volume and Program Benchmarks
BHC Participation by Asset-Size
BHC Participation by Region
Mean BHC Wealth Management Commission Income Benchmarks for All Asset Classes
Median BHC Wealth Management Commission Income Benchmarks for All Asset Classes
Top Quartile BHC Wealth Management Commission Income Benchmarks for All Asset Classes
BHC WEALTH MANAGEMENT FEE INCOME - TABLES
BHC Wealth Management Fee Income - Top 100 Nationally
BHC Wealth Management Fee Income - Top 50 by Asset-Class
Over $10 Billion in Assets
Between $1 - $10 Billion in Assets
Between $500 Million - $1 Billion in Assets
Under $500 Million in Assets (Small Bank Proxy)
Concentration: Wealth Management Fee Income as Percent of Noninterest Income - Top 50 Bank Holding Companies
Nationally
Over $10 Billion in Assets
Between $1 - $10 Billion in Assets
Between $500 Million and $1 Billion in Assets
Under $500 Million in Assets (Small Bank Proxy)
Penetration: Wealth Management Fee Income per Million Dollars of Retail Deposits - Top 50 Bank Holding Companies
Nationally
Over $10 Billion in Assets
Between $1 - $10 Billion in Assets
Between $500 Million and $1 Billion in Assets
Under $500 Million in Assets (Small Bank Proxy)
Productivity: Wealth Management Fee Income per Employee - Top 50 Bank Holding Companies
Nationally
Over $10 Billion in Assets
Between $1 - $10 Billion in Assets
Between $500 Million and $1 Billion in Assets
Under $500 Million in Assets (Small Bank Proxy)
Density: Wealth Management Fee Income per Domestic Office - Top 50 Bank Holding Companies
Nationally
Over $10 Billion in Assets
Between $1 - $10 Billion in Assets
Between $500 Million and $1 Billion in Assets
Under $500 Million in Assets (Small Bank Proxy)
Contribution: Wealth Management Fee Income as Percent of Net Operating Revenue - Top 50 Bank Holding Companies
Nationally
Over $10 Billion in Assets
Between $1 - $10 Billion in Assets
Between $500 Million and $1 Billion in Assets
Under $500 Million in Assets (Small Bank Proxy)
BHC Wealth Management Program Growth - Top 100 Bank Holding Companies Nationally
BHC Wealth Management Program Growth - Top 50 by Asset-Class
Over $10 Billion in Assets
Between $1 - $10 Billion in Assets
Between $500 Million - $1 Billion in Assets
Under $500 Million in Assets (Small Bank Proxy)
BHC Wealth Management Component Breakout by Percent Share - Top 50 Bank Holding Companies
Nationally
Over $10 Billion in Assets
Between $1 - $10 Billion in Assets
Between $500 Million and $1 Billion in Assets
Under $500 Million in Assets (Small Bank Proxy)
Market Share of Total BHC Wealth Management Fee Income - Top 100 Nationally
Market Share of Total BHC Wealth Management Fee Income - Top 50 by Asset-Class
Over $10 Billion in Assets
Between $1 - $10 Billion in Assets
Between $500 Million - $1 Billion in Assets
Under $500 Million in Assets (Small Bank Proxy)
BHC Wealth Management Fee Income - Top 50 Bank Holding Companies by Region
Northeast
Midatlantic
Southeast
Midwest
Southwest
West
BANK WEALTH MANAGEMENT FEE INCOME - TABLES
Bank Wealth Management Fee Income - Top 100 Nationally
Bank Wealth Management Fee Income - Top 50 by Asset-Class
Over $10 Billion in Assets
Between $1 - $10 Billion in Assets
Between $500 Million - $1 Billion in Assets
Between $300 - $500 Million in Assets
Between $100 - $300 Million in Assets
Under $100 Million in Assets
GLOSSARY
ABOUT THE AUTHOR
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