Silicon Valley Bank Results Presentation Deck
Creating a premier Private Banking & Wealth Management platform
Focused on capturing the ~$400B potential opportunity among current clients¹
Grow residential mortgage lending
Immediate opportunity to introduce
entrepreneurs and executives at our
commercial clients to Private Banking
EARLY PERFORMANCE INDICATORS
~$780M
Q4'21 MORTGAGE
ORIGINATIONS
Initial driver of
revenue synergies
systems
according to
defined roadmap
14
2021 WEALTH
ADVISOR HIRES
(7 in Q4'21, including a
new Head of Relationship
Management)
svb >
Attract talent
Add capacity to serve clients
Further enhance capabilities
and expertise
●
Unifying product
offerings
to create
consistency and
leverage the best
capabilities of
both organizations
●
TARGETS FOR 12/31/22
-$15-16B
SVB PRIVATE
BANK LOANS
(vs. $13.0B at 12/31/21;
includes Private Bank, CRE,
Other C&I and Other loan
classes)²
Upcoming integration milestones (next ~15 months)
Integrating
Launching new
technology
brand and product
suite
(expected in
Q2'22)
-$22-23B
PRIVATE BANK
AUM
(vs. $19.6B at 12/31/21)
Provide differentiated solutions
Private stock solutions
• SVB Capital funds and private placements
Trust and family office services
●
Developing
comprehensive
private stock
solutions,
leveraging our
Nasdaq Private
Market JV
●
MEDIUM-TERM TARGETS (~3 years)
-$70B
TOTAL CLIENT POSITION
vs. $47B Q4'21 TCP ($20B
Private Bank AUM, $13B
loans and $14B deposits)³
1. Estimated potential "total client position" ("TCP") through SVB's current commercial clients based on SVB management
analysis (2020). Includes potential wealth management assets, loans and deposits.
2. SVB Private Bank segment reporting includes the following loan classes: Private Bank, CRE, Other C&I and Other (see page 32).
3. Reported Total Client Position represents sum of Private Bank assets under management ("AUM"), and loans and deposits as
reported in our SVB Private Bank segment reporting.
At least 1 PBWM
RELATIONSHIP at
50% OF
COMMERCIAL
CLIENTS
Recruiting new
advisors
to support growth
plan
Q4 2021 Financial Highlights
888
P
8-8
16
090
non
(289)View entire presentation