Silicon Valley Bank Results Presentation Deck
Creating a premier private banking & wealth management platform
Focused on
capturing the
Complete integration
process (next ~12 months)
Refine client engagement model,
formalize referral channels and
integrate technology systems
-$400B potential
opportunity among
current clients¹
Grow residential mortgages
Immediate opportunity to introduce
entrepreneurs and executives at our
commercial clients to Private Banking
Early performance indicators
~$770M
14
Wealth advisor hires
since acquisition close
Q1'22 mortgage
originations
Initial driver of
revenue synergies
svb>
12/31/22 Targets
~$16-17B
SVB Private loans
vs. $14B at 3/31/22
(includes Private Bank,
CRE, Other C&I, Premium
Wine and Other loan
classes)²
Attract talent
Add capacity to serve clients
• Further enhance capabilities
and expertise
Offer differentiated solutions
• Trust and family office services
•SVB Capital funds and private placements
●
• Developing comprehensive private
stock solutions, leveraging Nasdaq Private
Market JV
~$21-22B
SVB Private AUM
vs. $19.0B at 3/31/22
Medium-term targets (~3 years)
~$70B
Total client position
vs. $47B ($19B SVB Private
AUM, $14B loans and $14B
deposits) at 3/31/22³
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.
svb> Private
Launched
new brand and
product suite
4/21/22
2. SVB Private loan target updated to reflect inclusion of Premium Wine class in SVB Private segment reporting beginning Q1'22. Premium Wine loans ($1.0B at 3/31/22)
were previously reported in Global Commercial Bank segment reporting.
3. Reported Total Client Position represents sum of SVB Private assets under management ("AUM") and loans and deposits as reported in our SVB Private segment reporting.
At least 1 SVB Private
relationship at
50% of
commercial clients
Q1 2022 FINANCIAL HIGHLIGHTS
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