Trust Updates Archive

Earnings Banks Trusts Growth Trust Performance Report Regulatory News Fiduiciary Nearly 3 out 4 Institutions Report Revenue Growth

(Sept. 24, 2008--Chicago, IL)--In the second quarter of 2008, most trust institutions reported slight declines in fiduciary assets, but continued revenue growth, according to Trust Performance Report, a sister publication of TRN.

Some 70 percent of trust institutions reported revenue growth in the first half of 2008. These results reflect the industry’s focus and commitment to growing revenue, even in a volatile financial environment. Nearly a third of all institutions that saw revenue growth in the first half of 2008 reported better than 10 percent growth.

The Trust Performance Report 400 saw total assets decline 4 percent in the first half of 2008. Compared to the first six months of last year, assets declined by 0.45 percent, while gross revenues were up 5 percent. Nearly three out of four institutions registered asset declines. Inversely, a similar proportion saw revenue grow.

The best overall performers were mid-tier institutions, those with assets between $1 billion and $10 billion, which saw revenue growth of 8 percent, with only a 1 percent asset decline. Hardest hit were smaller institutions, those with less than $1 billion in total fiduciary assets. Performance among the largest institutions was very mixed.

According to Fiduciary Income Report , another sister publication of TRN, mid-tier and small institutions charge less for their services than comparably-sized independent trust companies. Nearly a third of all fiduciary institutions are expected to raise their fees in 2008.

Trust Performance Report provides quarterly and annual updates on fiduciary asset and gross income. Quarterly updates provide data on 400 institutions; data source is FFIEC call report data. The annual report, which covers 1500 institutions, derives data from direct surveying of financial institutions. Both provide asset and gross income benchmarks.

The Fiduciary Income Report, provides in-depth analysis of income and expenses, providing benchmark data to optimize an institution's pricing structure and profits.

For a discounted introductory price on Trust Performance Report 2008 and Fiduciary Income Report 2008 click Introductory Special Offer.



For more on this topic, see the current issue of Trust Performance Report
and the upcoming issue of Trust Regulatory News.

No statement in this issue is offered as or should be
construed as legal opinion or advice

To subscribe to Trust Updates or for a trial subscription go to

To unsubscribe to Trust Updates go to

To subscribe, click on the link below :
• Trust Regulatory News
• Trust Performance Report or
• Fiduciary Income Report

Subscription request can also be sent to ""
or by calling 800-404-2116.

-- Copyright ©1992-2008 A.M. Publishing, Inc., Trust Regulatory News