Northern Trust Corporation · NASDAQ:NTRS
Northern Trust — Barclays Global Financial Services Conference 2014
13 slides from Northern Trust's conference presentation, Sep 8, 2014
Slide 1: Barclays Global Financial Services Conference
P R2014 Northern Service President, Barclays New September © I York NCExpertise Northern Global Trust IWealth 9, PL2014 Corporation EFinancial Trust SManagement Integrity TCorporation H Services ASteven T EL.Conference N northerntrust.com Fradkin D U R E EXHIBIT 99.1
Slide 2: Forward-Looking Statements
Forward This management as “would”, statements Commission, Northern We 2obligation Barclays “believe”, caution presentation Looking Trust’s and to are Global you update “expect”, policies, all “could”. based not of website. may Statement Financial which to its oncontingent place include Forward-look
Slide 3: Northern Trust: 125 Years of Service, Expertise and Integrity
Celebrating Founded INSTITUTIONAL Corporations Assets 3As Barclays of June under inGlobal 30, 1889, 125 Assets Individuals 2014 Years Northern Financial PERSONAL under of Service, Pension Management Trust Services CLIENTS isfunds Expertise a global Conference Families Custody CLIENTS & leader Integr
Slide 4: Organized to Serve Complex Needs: Wealth Management and Corporate & Institutional Services
Organized Wealth AUM Asset Leading Operations Integrated 4As Barclays of June Management $223 Management advisor asset global to Global 30, & Billion Serve Technology manager 2014 tooperating Financial affluent AUC the Corporate for Complex $5.5 personal platform market Services Trillion &Needs Inst
Slide 5: Attractive Wealth Management Industry Trends
Attractive Favorable Wealth Share ofis Management wealth expected financial industry moving trends to returns iscontinue an toalign Attractive “advice” versus growing well many channels with Business in other Northern thecontinues United sectors Trust’s States into financial grow Wealth and globally
Slide 6: Wealth Management Revenue Share Peer Comparison
Unmatched 52% 48% 45% 42% 17% 7% 4% 2005 Wealth Northern 6Peer Barclays 6% 3%comparison 55% 47% 45% 41% 16% 2006 Management Trust 58% 47% 46% 21% Global 2007 Focus calculation 62% 45% 38% 2008 isFinancial on based 59% isthe Revenue Corporate 2009 our Affluent on 55% excludes heritage 2010 Services 1
Slide 7: Offering Full Array of Client Services and Solutions
Offering Providing Barron’s CLIENT Ranked 7Services Barclays among (2014) aEuromoney holistic Full Global Array the years wealth Financial #1Financial of (2009-2013) Best Financial management Firm Services Times for Solutions Most Best Conference Forbes solutions Affluent Privateto Bank Americans in
Slide 8: Organized to Serve Clients' Unique Needs
Organized Investable Global Sophisticated Wealth Comprehensive, Private High-touch Personal $2MM 8Efficient, Barclays Family Advisory Client Client technology-driven Assets to Global trust, Serve asset Advisory Office Services advice-driven investment Financial servicing, Clients’ Unique Services se
Slide 9: Wealth Management Assets and Fees Growth
ABarclays Wealth 88% Assets $168 2005 Trust S&P (1) 9$95 History 1H $107 of 500 $166 2006 &Under 2014 Management Wealth Investment S&P $118 of Global $327 2007 fees Growth Management 500 Management $103 $156 2008 are Financial Fees(1) $114 annualized Regions in2009 $315 Client $123 ($ $140 2010 Trus
Slide 10: Key Initiatives Driving Fee Growth and Efficiency
Key 8Fee 15 30 38 2012 16 24 27 31 (1) 10(1) 85 66 Barclays Annualized Initiatives Initiatives 2013 23 2013Global Organizational Driving 2008 Financial 2014 Improved Central Services Structure Efficiency East Conference Office West&Network Profitability Optimization $MM of Incremental Fees $MM of Ex
Slide 11: Profitability Has Rebounded from Crisis Lows
Profitability Has Rebounded from Crisis Lows $608 30.2% $353 2009 Wealth (1) 11 Barclays YTD $598 $295 2010 $425 Management 2014 $564 19.4% 2011 Global pre-tax 2012 Financial Pre-Tax 2013 income YTD Services Income is annualized. 2014(1) Conference Wealth Management Pre-Tax Margin
Slide 12: Investing for the Future
Investing Key Continued Demographic Marketing 12 Barclays Trendsfor in growth Key Global the achanges multi-channel Investments Future domestically Financial and evolving world Services and internationally client Conference needs Digitization with up-market of wealth segments management growing fast
Slide 13: Northern Trust: Consistently Focused Market Leader
Northern Consistently Market 13 Barclays Leader Trust Global Strong in Corporation Focused Financial and Focused Businesses Services Strong Conference Wealth Management Positioning A History of Organic Growth Improving Profitability & Returns Investing for the Future
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