Investor Presentaiton
OUR DIFFERENTIATION IS REFLECTED IN STRONG SEGMENT PERFORMANCE
NORTHERN TRUST WEALTH MANAGEMENT VS. INDUSTRY PEERS
2008
2018
2018
2018
2018
2018
2018
2018
Competitor Competitor Competitor Competitor Competitor Competitor
A
B
C
D
E
F
ROE Total Company
16.0%
16.2%
11.1%
12.6%
17.9%
10.6%
8.6%
11.1%
Pre-Tax Margin
25.7%
42.3%
26.2
26.1%
27.6%
19.4%
21.0%
n/a
YoY Revenue Growth
3.4%
9.2%
2.4%
1.7%
4.6%
4.1%
(4.1%)
2.1%
Fee Growth
1.5%
9.0%
8.7%
3.2%
4.9%
6.8%
0.6%
5.8%
In many aspects, Northern Trust's financial performance in 2008 rivaled our peers' performance a decade later in 2018
Metrics for Wealth Management, unless otherwise stated, and sourced from company annual reports on Form 10-K. Peer set data sourced from company reports filed with the U.S. Securities and
Exchange Commission and includes Morgan Stanley, JPMorgan, Bank of America, UBS, Wells Fargo and BNY Mellon.
northerntrust.com | 2019 Northern Trust
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