Trust Updates Archive

Fiduciary assets gross revenue Trust Performance Report A.M. Publishing Garbo Fiduciary Assets Reach Record High; Revenues Catching Up

(January 6, 2011 --Chicago, IL) -- 2011 appears poised to set a new revenue record for the fiduciary industry.

In the third quarter of 2010, the fiduciary industry reached a new asset record: $86 trillion. Some $3.5 trillion more than 2007’s high of $82.5 trillion. Custody assets led the third-quarter spike. Noncustody assets lagged at $20 trillion, some $4 trillion below 2007’s high.

Gross revenues have been growing steadily in 2010 as expected--revenue tends to lag asset trends. Fiduciary asset rebounded in 2009.

TPR projects total 2010 industry gross revenue at some $30 billion or $3.6 billion below 2008’s high. However, given current asset values, 2011 revenues are expected to set a new record.

Trust Performance Report’s annual data book (published in May) provides both industry and peer group performance data by assets, gross revenue, net income, and account category; subscribers receive quarterly updates. TPR findings are based on its annual survey of the top 1500 fiduciary institutions. Quarterly updates track 350 institutions and are a complimentary service for TPR subscribers.

For more performance and benchmark data see TRUST PERFORMANCE REPORT 2010. To order Click Here.

No statement in this issue is offered as or should be construed as legal opinion or advice or as an indicator of future performance.
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