Bank of America Results Presentation Deck
Global Wealth & Investment Management Trends
Business Leadership¹
• No. 1 on Forbes' Best-in-State Wealth Advisors (2022),
Top Women Wealth Advisors (2022), Top Women
Wealth Advisors Best-in State (2022), and Top Next
Generation Advisors (2022)
• No. 1 on Barron's Top 100 Women Financial Advisors
List (2022)
• No. 1 on Financial Planning's 'Top 40 Advisors Under 40'
List (2022)
• Celent Model Wealth Manager award for Client
Experience (2022)
• Aite-Novarica award for Digital Client Experience (2022)
• No. 1 in personal trust AUM(H)
• Best Private Bank in the U.S. by Family Wealth Report"
and Global Private Banker)
Best Philanthropy Offering in the U.S. by
WealthBriefing(K)
Total Revenue ($B)
$6.0
$4.0
$2.0
$0.0
$5.3
0.6
3.2
1.5
$5.4
0.6
3.2
1.5
$5.5
0.6
4Q21
3.2
1.7
3Q21
1Q22
Net interest income Asset management fees
Note: Amounts may not total due to rounding.
¹ See slide 33 for business leadership sources.
Average Deposits ($B)
$400
$300
$200
$100
$5.4
0.6
3.1
1.8
$0
2Q22
$339
$5.4
0.6
2.9
$361
2.0
3Q21 4Q21 1Q22 2Q22 3Q22
$385
3Q22
Brokerage / Other
$364
$3,000
$2,000
$1,000
$339
$0
AUM
Client Balances ($B)3,4
$4,000 $3,693
205
346
1,612
1,579
Average Loans and Leases ($B)²
3Q21
$250
$200
$150
$100
$50
$0
$3,840
212
390
1,655
$200
1,639
53
4Q21
Brokerage / Other
50
94
$205 $211
3Q21
4Q21
Consumer real estate
Custom lending
54
53
96
$3,714
217
385
1,593
1,572
1Q22
Deposits
55
55
99
$3,367
225
348
1,438
$219 $224
1,411
2Q22
57
57
102
1022 2022 3Q22
Securities-based lending
Credit card
60
56
105
$3,249
228
325
1,414
1,330
3Q22
Loans and leases
2 Average loans and leases includes PPP balances of $49MM in 3Q22, $81MM in 2Q22, $128MM in 1Q22, $244MM in 4Q21 and $527MM in 3Q21.
3 End of period. Loans and leases includes margin receivables which are classified in customer and other receivables on the Consolidated Balance Sheet.
4 Managed deposits in investment accounts of $48B, $55B, $53B, $56B and $49B for 3Q22, 2022, 1022, 4021 and 3Q21, respectively, are included in both AUM and Deposits. Total client balances only include these
balances once.
24View entire presentation