Investment Lifecycle Sources

1 As of June 30, 2014.

2 Annual ranking of largest custodians from Institutional Investor 2013

3 Named Top U.S. Private Bank and Top Private Bank Serving Family Offices by Family Wealth Report in 2014. Ranked the 7th largest U.S. Wealth Manager by Barron’s in 2013.

4 A Globally Systemically Important Financial Institution (G-SIFI), as indicated by the Basel Committee, is a financial institution whose distress or failure, because of its size, complexity and systemic interconnectedness, would cause significant disruption to the global financial system and economic activity.