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The PrivateBank, Fiduciary and Related Services
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $315,000 | 340 |
| Number of Managed Accounts | $309,000 | 296 |
| Number of Non-Managed Accounts | $6,000 | 364 |
| Total fiduciary and related assets | $394,659,000 | 254 |
| Managed Assets ($) | $391,150,000 | 196 |
| Non-managed Assets ($) | $3,509,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $390,000 | 287 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $334,000 | 487 |
| Number of Managed Accounts | $326,000 | 378 |
| Number of Non-Managed Accounts | $8,000 | 948 |
| Total fiduciary and related assets | $412,242,000 | 255 |
| Managed Assets ($) | $407,393,000 | 200 |
| Non-managed Assets ($) | $4,849,000 | 722 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,010,000 | 264 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $331,000 | 352 |
| Number of Managed Accounts | $315,000 | 309 |
| Number of Non-Managed Accounts | $16,000 | 349 |
| Total fiduciary and related assets | $442,224,000 | 258 |
| Managed Assets ($) | $430,835,000 | 207 |
| Non-managed Assets ($) | $11,389,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,588,000 | 261 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $343,000 | 357 |
| Number of Managed Accounts | $327,000 | 312 |
| Number of Non-Managed Accounts | $16,000 | 352 |
| Total fiduciary and related assets | $477,983,000 | 257 |
| Managed Assets ($) | $465,795,000 | 201 |
| Non-managed Assets ($) | $12,188,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,099,000 | 262 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $359,000 | 354 |
| Number of Managed Accounts | $342,000 | 309 |
| Number of Non-Managed Accounts | $17,000 | 355 |
| Total fiduciary and related assets | $480,853,000 | 263 |
| Managed Assets ($) | $468,104,000 | 207 |
| Non-managed Assets ($) | $12,749,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $556,000 | 262 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $356,000 | 480 |
| Number of Managed Accounts | $339,000 | 370 |
| Number of Non-Managed Accounts | $17,000 | 810 |
| Total fiduciary and related assets | $501,191,000 | 262 |
| Managed Assets ($) | $487,602,000 | 205 |
| Non-managed Assets ($) | $13,589,000 | 585 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,942,000 | 284 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $347,000 | 346 |
| Number of Managed Accounts | $331,000 | 304 |
| Number of Non-Managed Accounts | $16,000 | 345 |
| Total fiduciary and related assets | $482,958,000 | 266 |
| Managed Assets ($) | $469,582,000 | 213 |
| Non-managed Assets ($) | $13,376,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,440,000 | 281 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $346,000 | 348 |
| Number of Managed Accounts | $330,000 | 305 |
| Number of Non-Managed Accounts | $16,000 | 355 |
| Total fiduciary and related assets | $472,608,000 | 277 |
| Managed Assets ($) | $459,581,000 | 220 |
| Non-managed Assets ($) | $13,027,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $931,000 | 292 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $329,000 | 353 |
| Number of Managed Accounts | $317,000 | 308 |
| Number of Non-Managed Accounts | $12,000 | 370 |
| Total fiduciary and related assets | $420,460,000 | 292 |
| Managed Assets ($) | $413,851,000 | 221 |
| Non-managed Assets ($) | $6,609,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $463,000 | 294 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $225,000 | 618 |
| Number of Managed Accounts | $213,000 | 497 |
| Number of Non-Managed Accounts | $12,000 | 901 |
| Total fiduciary and related assets | $417,848,000 | 290 |
| Managed Assets ($) | $410,975,000 | 224 |
| Non-managed Assets ($) | $6,873,000 | 721 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,627,000 | 308 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $312,000 | 349 |
| Number of Managed Accounts | $303,000 | 304 |
| Number of Non-Managed Accounts | $9,000 | 370 |
| Total fiduciary and related assets | $399,556,000 | 294 |
| Managed Assets ($) | $393,031,000 | 231 |
| Non-managed Assets ($) | $6,525,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,191,000 | 312 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $314,000 | 356 |
| Number of Managed Accounts | $303,000 | 309 |
| Number of Non-Managed Accounts | $11,000 | 368 |
| Total fiduciary and related assets | $382,450,000 | 297 |
| Managed Assets ($) | $376,464,000 | 237 |
| Non-managed Assets ($) | $5,986,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $785,000 | 322 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $311,000 | 365 |
| Number of Managed Accounts | $300,000 | 317 |
| Number of Non-Managed Accounts | $11,000 | 375 |
| Total fiduciary and related assets | $410,724,000 | 291 |
| Managed Assets ($) | $404,848,000 | 227 |
| Non-managed Assets ($) | $5,876,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $386,000 | 321 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $324,000 | 506 |
| Number of Managed Accounts | $310,000 | 401 |
| Number of Non-Managed Accounts | $14,000 | 914 |
| Total fiduciary and related assets | $393,946,000 | 296 |
| Managed Assets ($) | $388,126,000 | 231 |
| Non-managed Assets ($) | $5,820,000 | 748 |
| Memoranda | ||
| Gross Fiduciary activities income | $663,000 | 506 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 620 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,000 | 998 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $282,000 | 367 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $321,000 | 510 |
| Number of Managed Accounts | $309,000 | 392 |
| Number of Non-Managed Accounts | $12,000 | 950 |
| Total fiduciary and related assets | $107,658,000 | 563 |
| Managed Assets ($) | $105,233,000 | 467 |
| Non-managed Assets ($) | $2,425,000 | 905 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,088,000 | 359 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $813,000 | 366 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $524,000 | 375 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $263,000 | 372 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $259,000 | 597 |
| Number of Managed Accounts | $252,000 | 466 |
| Number of Non-Managed Accounts | $7,000 | 1,073 |
| Total fiduciary and related assets | $97,956,000 | 573 |
| Managed Assets ($) | $96,065,000 | 475 |
| Non-managed Assets ($) | $1,891,000 | 978 |
| Memoranda | ||
| Gross Fiduciary activities income | $789,000 | 431 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $569,000 | 449 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,000 | 474 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $168,000 | 487 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $285,000 | 584 |
| Number of Managed Accounts | $279,000 | 454 |
| Number of Non-Managed Accounts | $6,000 | 1,120 |
| Total fiduciary and related assets | $82,525,000 | 619 |
| Managed Assets ($) | $81,997,000 | 516 |
| Non-managed Assets ($) | $528,000 | 1,199 |
| Memoranda | ||
| Gross Fiduciary activities income | $601,000 | 516 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $163,000 | 746 |
| Number of Managed Accounts | $160,000 | 599 |
| Number of Non-Managed Accounts | $3,000 | 1,175 |
| Total fiduciary and related assets | $52,897,000 | 726 |
| Managed Assets ($) | $52,510,000 | 624 |
| Non-managed Assets ($) | $387,000 | 1,192 |
| Memoranda | ||
| Gross Fiduciary activities income | $462,000 | 617 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $105,000 | 933 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,398 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |