First Citizens BancShares Results Presentation Deck
Wealth Management Alignment & Synergies
New leadership structure developed to align SVB Private in our Wealth Management organization to improve
coordination and enhance our commitment to creating a premier private banking & wealth business.
A complementary combination:
Synergies in geographic footprints and
offerings elevate proficiencies and service
opportunities in both legacy organizations
Areas of growth opportunity:
Financial planning for families and entities as
well as philanthropic & charitable services
Multigenerational transfers
Asset protection
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Cash
Management:
Deposit
Products &
Services
Fixed Income
Solutions
Online Banking
Personalized
Banking
Services
First Citizens
BancShares
.
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Lending
Solutions:
Mortgages
Home Equity
Lines
Securities
Based Lending
Private Stock
Premier wealth products
& services
Working Capital
Net Asset Value
Lending
Bridge Loans
Specialty
Lending
Personal Trust:
Estate
Planning /
Generational
Transition
Investment
Management
Tax Planning
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Northern
California
Fiduciary
Services
Trust & Estate
Administration
Family Office
Services
Southern
California
Mountain
States
(AWA)
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Texas
Institutional
Trust:
Investment
Management
Retirement
Plans
Philanthropic
Services
Custody
Services
Escrow
Services
Georgia
Legacy
FCB
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New
England
Mid-
Atlantic
New York
Florida
Carolinas
& Virginia
Legacy
SVB
Broker Dealer /
RIA:
Goals-Based
Financial
Planning
Investment
Management
Protection /
Risk
9
ManagementView entire presentation