First Busey Results Presentation Deck
4Q23 Earnings Investor Presentation
Wealth Management
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Assets Under Care (AUC) of $12.1 billion, a QoQ increase of
$589 million and a YoY increase of $1.08 billion, or +9.7%
Wealth revenue of $13.8 million, a YoY increase of 6.6%
and pre-tax net income of $5.6 million, a YoY increase of
12.3%
Pre-tax profit margin of 40.3% in 4Q23 and 42.8% over the
last twelve months
Our fully internalized investment team continues to produce
excellent returns, focused on long-term outperformance of
benchmarks
I
The team's blended portfolio has outperformed the
blended benchmark over the last 3 years and over the
last 5 years
Rate environment attracting more fixed income assets our
fixed income management capabilities are very deep and a
real differentiator
Bank + Wealth partnership allows us to better keep
customer funds inside our overall ecosystem depending
on client needs
Assets Under Care
First Busey Corporation | Ticker: BUSE
$ in millions
$11,062
2022 Q4
$11,208
2023 Q1
$11,478
2023 Q2
$11,548
2023 Q3
$12,137
2023 Q4
Wealth - Revenue and Pre-tax Income
$ in millions
$13.0
38.2%
$5.0
2022 Q4
$ in millions
$13.0
$14.9
Revenue
2022 Q4
42.8%
$6.4
2023 Q1
$14.9
Wealth Revenue Composition
$14.7
2023 Q1
Trust
Estate Settlement
44.1%
$6.5
Pre-Tax Net Income
2023 Q2
Wealth Management segment | 2 Blended benchmark consists of 60% MSCI All-Country World Index / 40% Bloomberg Intermediate Govt/Credit Index
$14.7
2023 Q2
Brokerage
Ag Services
$14.4
43.8%
$6.3
2023 Q3
$14.4
1
2023 Q3
$13.8
40.3%
Pre-Tax Profit Margin
2023 Q4
$5.6
Tax Planning
Other
$13.8
2023 Q4
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