First Busey Results Presentation Deck
4Q23 Earnings Investor Presentation
Fully Integrated Wealth Platform
As of 12/31/23
Busey
Core
Principles
WEALTH
MANAGEMENT
Wealth Client
Segments
I. Client-Focused Strategy
Trusted fiduciaries that identify prudent
financial solutions to meet client-specific
needs and objectives and help clients make
better decisions about their wealth
PERSONAL SERVICES
▪ Family Office
High Net Worth
Mass Affluent and Emerging Wealth
First Busey Corporation | Ticker: BUSE
INSTITUTIONAL SERVICES
Retirement Plans
Corporations & Municipalities
Foundations and Endowments
Not-for-Profit Organizations
$12.1 Billion
Assets Under Care
II. Team-Based Approach
Collaborative team of experienced,
credentialed professionals with broad
resources that excels in developing unique
solutions for clients
X
E
|$$$$
CLIENT
$57.8 Million
LTM Revenue
EOB
40.3%
PT Margin MRQ
Integrated Core Capabilities to
Service Personal & Institutional Clients
.
INVESTMENT MANAGEMENT
Preserving and growing wealth with enhanced
asset allocation & tax efficient strategies
III. Comprehensive Wealth Managemen
Fully internalized investment office and an investment
philosophy that uses a tailored approach to provide
proactive advice, empowering clients to make
appropriate financial choices to meet their goals in every
aspect of their financial health
RETIREMENT PLANNING
Goal-based advisory including life insurance,
long-term care, executive stock option strategies
TAX PLANNING & PREPARATION
Deduction maximization, capital event planning,
tax-advantaged savings & investment strategies
.
FIDUCIARY ADMINISTRATION
Trust services, estate planning, and
philanthropic advisory
PRIVATE CLIENT
Concierge banking with one point of
contact that coordinates all banking needs
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AG SERVICES
▪ Farm management and brokerage
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