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 Bank Wealth Management Report

BANK WEALTH MANAGEMENT REPORT TABLE OF CONTENTS

INTRODUCING OUR SPONSOR

INTRODUCTION

Defining Wealth Management

Bankingís Increased Involvement in Wealth Management Activities

Data-Sources of the Bank Wealth Management Report

About This Reportís 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

Componentsí 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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