Northern Trust Corporation · NASDAQ:NTRS
Northern Trust — Barclays investor presentation (September 2019)
14 slides from Northern Trust's conference presentation, Sep 9, 2019
Slide 1: The Power of Purpose: Capturing the Opportunity with Excellence in Execution
Exhibit 99.1 Northern Trust Wealth Management THE POWER OF PURPOSE Capturing the Opportunity with Excellence in Execution PRESENTED BY: Steve Fradkin President, Wealth Management northerntrust.com | © 2019 Northern Trust
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation may include statements which constitute “forward-looking statements” within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are identified typically by words or phrases such as
Slide 3: Northern Trust Corporation: Service, Expertise, Integrity
NORTHERN TRUST CORPORATION SERVICE Relentless drive to provide exceptional service. Wealth Asset Management Management EXPERTISE CLIENTS Resolving complex challenges with world class capabilities. Asset Servicing INTEGRITY Consistently acting with the highest ethics, utmost honesty and unfailing rel
Slide 4: Benefits from Two Complementary Segments
NORTHERN TRUST BENEFITS FROM TWO COMPLEMENTARY SEGMENTS 1 WEALTH MANAGEMENT 2 CORPORATE & INSTITUTIONAL SERVICES $1,581 Total Fees $2,173 Total Fees $2,504 Total Revenue (FTE) $3,582 Total Revenue (FTE) 41% Total Revenue as a % of Company 59% Total Revenue as a % of Company $1,060 Pre-Tax Income (FT
Slide 5: Northern Trust Is Winning in Wealth Management
NORTHERN TRUST IS WINNING IN WEALTH MANAGEMENT Northern Trust’s brand reinforces consistent service, excellence, expertise and integrity Northern Trust offers its clients a unique combination of intellectual capital, technology, experience and capabilities These integrated offerings position Norther
Slide 6: Our Differentiation Is Reflected in Strong Segment Performance
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%
Slide 7: The Market Opportunity Is Big and Growing
THE MARKET OPPORTUNITY IS BIG AND GROWING INDUSTRY SNAPSHOT OF NORTH AMERICA WEALTH MANAGEMENT BY SEGMENT UPPER HIGH NET WORTH Wealth Advisory ULTRA HIGH 2023 - $20MM - $100MM NET WORTH Wealth Advisory, GFO HIGH NET WORTH North America Wealth market is large Private Client Advisory >$100MM MASS AFFL
Slide 8: Success Upmarket Is Evident in Global Family Office Growth
NORTHERN TRUST’S SUCCESS UPMARKET IS EVIDENT IN GLOBAL FAMILY OFFICE GROWTH Northern Trust Global Family Office serves over 30% of Forbes 400 families – in addition to other comparable families GFO ASSETS UNDER MANAGEMENT & ASSETS UNDER CUSTODY ($ billions) 5-Year CAGR 10% and 5%* AUM AUC 3-Year CAG
Slide 9: Our Choices, Capabilities and Execution Have Enabled Us to Win
OUR CHOICES, CAPABILITIES AND EXECUTION HAVE ENABLED US TO WIN 35% Best Private Bank for increase in Goals Driven 27 Technology in N. America US offices closed Wealth Management Financial Times Group, 2018 years experience, from 2008-2018 AUM over the past year 130+ adapting offerings to client need
Slide 10: The Sum of These Factors Sets Northern Trust Apart from Peers
THE SUM OF THESE FACTORS SETS NORTHERN TRUST APART FROM PEERS DEPTH & BREADTH OF 130+ YEARS OF “WE FIRM” USE OF DATA & CAPABILITIES EXPERIENCE CULTURE ANALYTICS northerntrust.com | © 2019 Northern Trust 9
Slide 11: Northern Trust Continues to Be Driven by the Power of Purpose
NORTHERN TRUST CONTINUES TO BE DRIVEN BY THE POWER OF PURPOSE Our holistic financial solutions architect, integrate and optimize the major factors that affect familial wealth. We embrace collaboration with clients and their advisors. The sum of these parts, coordinated in a thoughtful, deliberate an
Slide 12: Northern Trust Corporation: Profitability and Returns
NORTHERN TRUST CORPORATION: PROFITABILITY AND RETURNS 16.2% 15.9% Return on Equity 14.0% 12.6% 11.5% 11.9% 33.6% 9.5% 10.0% 26.3% 115% 105% 2013 2014 2015 2016 2017 2018 1Q19 2Q19 Pre-tax Margin Noninterest Expense as a % of Trust & Investment Fees northerntrust.com | © 2019 Northern Trust 11
Slide 13: Long-Term Success Through a Focused Strategy
LONG-TERM SUCCESS THROUGH A FOCUSED STRATEGY . Relationship-focused strategy . Leader in attractive markets ACHIEVE . History of organic growth . Proven record of investing for long-term GREATER growth and profitability northerntrust.com | © 2019 Northern Trust 12
Slide 14: oration. Headquarters: South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability
© 2019 Northern Trust Corporation. Headquarters: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the United States. This information, including any information regarding specific investment products or strategies, does not take into account the reader’
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