The Bancorp Financial Overview
The Bancorp
LOANS & LEASES: INSTITUTIONAL BANKING
INSTITUTIONAL BANKING
LENDING AND BANKING SERVICES FOR WEALTH MANAGERS
$1.8 B
PORTFOLIO
SIZE
18
•
BUSINESS OVERVIEW:
Automated loan application platform, Talea, provides
industry-leading speed and delivery
Securities-backed lines of credit provide fast and
flexible liquidity for investment portfolios
•
Insurance-backed lines of credit provide fast and
flexible borrowing against the cash value of life
insurance
Advisor Finance product provides capital to
transitioning financial advisors to facilitate M&A, debt
restructuring, and the development of succession plans
Deposit accounts for wealth management clients
•
Nominal historical credit losses
•
CREDIT ROADMAP:
Continue momentum across current SBLOC, IBLOC
and Advisor Finance products
Evaluate new lending opportunities in adjacent
markets
Market dynamics support business model
Advisors shifting from large broker/dealers to
independent platforms
Sector shift to fee-based accounts
Emergence of new wealth management providers
2.5%
6/30/2021
EST. YIELD
The Bancorp's Business Model allows
us to build banking solutions to "spec"
without competing directly with our
partner firms. We do not have any
associated asset managers, proprietary
advisory programs, or related programs.
Our singular focus is to help our partner
firms stay competitive in the marketplace
and to grow and retain assets.
ALWAYS A PARTNER,
NEVER A COMPETITORView entire presentation