Silicon Valley Bank Results Presentation Deck
Combined platform well-positioned to capture
compelling market opportunity
+ SVB's leadership position in the innovation economy and
large balance sheet
+ Boston Private's broad product set and advancedtechnology
+ Complementary talent and offerings
Advisory solutions
HNW/UHNW advisory¹
Tax planning
Philanthropy
Trust services
Estate planning
Investment solutions
Impact investing
Investments focused on the
innovation economy²
Broker-dealer
Banking solutions
Mortgages
Securities-based lending
Private stock lending
Specialty commercial lending
Full private banking payment
solutions
svb >
svb> BOSTON
Private Bank
PRIVATE
Partial
Combined
↑
Combined → Premier private banking and wealth platform
with deep wealth management and
innovation economy expertise
Trusted advisor
Comprehensive
planning
Exclusive access
Sophisticated
solutions
Next generation
digital platform
Large balance sheet
1. High net worth ("HNW") and ultra high net worth ("UHNW").
2. E.g., fund of funds, venture capital and direct investments in private innovation companies.
to prepare for liquidity and life events
to events, insights and investment
opportunities in the innovation economy²
to address equity compensation,
concentrated stock positions and
non-liquid assets
"Always on" digitally enabled interactions
and improved efficiencies
to support clients' borrowing needs
Q4 2020 Financial Highlights
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