Silicon Valley Bank Mergers and Acquisitions Presentation Deck
Boston Private: Premier private bank and wealth manager
Excellent
reputation
Known for delivering highly responsive
service - NPS-2X the industry average¹
Holistic, relationship-
based service
Comprehensive
platform
Advanced
technology
Deep talent
Key markets
Strong
culture
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Advisory model designed around client
outcomes, dynamic planning, and
personalized relationships
Deep private banking and wealth
management expertise and full
product suite
Enhanced digital client experience and
improved efficiencies
Destination for industry talent led by
seasoned team of executives (24
experienced advisors hired since 2019)
Presence in innovation centers across
the U.S.
Similar values, client-centric focus and
team-based approach
Franchise highlights (as of 9/30/20)²
Key markets
Assets
Loans
Deposits
Tangible common equity
Assets under management
1. Based on 2020 Boston Private Client Experience Survey and 2020 NICE Satmetrix average NPS for the banking industry.
2. Boston Private Filings and S&P Global Market Intelligence.
3. Non-GAAP financial measure. See "Use of Non-GAAP Financial Measures" for further information.
Boston (HQ)
SF Bay Area
Los Angeles
New York
Florida
$9.4B
$7.2B
$7.8B
$ 780M³
$16.3B
Acquisition of Boston Private
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