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| Products/Services Breakdown | |
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| Financial Metrics | |
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2018 Market Analysis & Industry Outlook: Trust, Fiduciary & Custody Activities
Overview: the U.S. Trust, Fiduciary & Custody Activities Industry
This section provides answers to key questions about the industry:
- What is the total market size (industry revenue)?
- What is the industry outlook?
- Market Analysis: Is the market growing or declining, and how quickly?
- Are long-term forecasts positive or negative?
- What is the average company size in the industry?
- How many companies are in the industry?
Market Size & Industry Statistics
The total U.S. industry market size for Trust, Fiduciary & Custody Activities:
Industry statistics cover all companies in the United States, both public and private, ranging in size from small businesses to market leaders.
In addition to revenue, the industry market analysis shows information on employees, companies, and average firm size.
Investors, banks, and business executives use growth rates and industry trends to understand the market outlook and opportunity.
| Statistics | 2012 2013 2014 2015 2016 2017 | |
|---|---|---|
| Market Size (Total Sales/Revenue) |
Order at top of page | |
| Total Firms | ||
| Total Employees | ||
| Average Revenue Per Firm | ||
| Average Employees Per Firm | ||
Market Forecast
Market forecasts show the long term industry outlook and future growth trends. The following five-year demand forecast projects both short-term and long-term trends.
| Forecast / Industry Outlook | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|---|
| Market Forecast ($ millions) | ||||||
| Projected Industry Growth Rate (%) | ||||||
Product & Services Breakdown
Research products and services in the Trust, Fiduciary & Custody Activities industry generating sales. Note that products are broken into categories with different levels of classification.| Product Description | Number of Companies | Sales ($ millions) | Percent of Total Sales |
|---|---|---|---|
Industry Total |
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Brokering And Dealing Services For Debt Instruments |
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Treasury Bills |
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Brokering And Dealing Services For Equities |
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Brokering And Dealing Services For Derivative Contracts |
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Brokering And Dealing Services For Investment Company Securities, Including Mutual Funds, Closed-End Funds, And Unit Investment |
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Financing Related To Securities |
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Securities Lending Fees, Including Securities Borrowed From A Broker's Inventory And Margin Accounts |
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Trading Foreign Currency On Own Account - Net Gains (Losses) |
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Trust Services - Fiduciary Fees |
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Trust Services For Businesses And Governments |
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Personal Trust Services |
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Other Trust Services |
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Support Services For Financial And Commodity Markets |
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Payment Clearing And Settlement Services For Financial Transactions, Except Trades Of Securities And Commodity Contracts |
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Trade Execution, Clearing, And Settlement Services For Security And Commodity Contracts |
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Trading And Clearing System Services For Security And Commodity Contracts |
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Listing Services For Security And Commodity Contracts |
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Support Services For Financial Market And Clearing Products, Not Elsewhere Specified |
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Financial Planning And Investment Management Services |
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Financial Management Consulting Services |
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Personal Financial Planning And Advice Services |
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Personal Investment Management Services |
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Other Products Supporting Financial Services - Fees |
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U.S. Geographic Distribution: Revenue Statistics by State
Market Size by State ($ millions) indicates how the industry's competition is distributed throughout the country. State-level information can identify areas with higher and lower industry market share than average.
Income Statement (Average Financial Metrics)
Financial metrics provide a snapshot view of a benchmark "average" company. Key business metrics show revenue and operating costs. The data collected covers both public and private companies.| Industry Average | Percent of Sales (Industry Benchmark) | |
|---|---|---|
| Total Revenue | Order at top of page |
|
| Operating Revenue | ||
| Cost of Goods Sold | ||
| Gross Profit | ||
Operating Expenses | ||
| Pension, profit sharing plans, stock, annuity | ||
| Repairs | ||
| Rent paid on business property | ||
| Charitable Contributions | ||
| Depletion | ||
| Domestic production activities deduction | ||
| Advertising | ||
| Compensation of officers | ||
| Salaries and wages | ||
| Employee benefit programs | ||
| Taxes and Licenses | ||
| Bad Debts | ||
| Depreciation | ||
| Amortization | ||
| Other Operating Expenses | ||
| Total Operating Expenses | ||
| Operating Income | ||
| Non-Operating Income | ||
| EBIT (Earnings Before Interest and Taxes) | ||
| Interest Expense | ||
| Earnings Before Taxes | ||
| Income Tax | ||
| Net Profit | ||
Financial Ratio Analysis
Financial ratio information can be used to benchmark how a Trust, Fiduciary & Custody Activities company compares to its peers. Accounting statistics are calculated from the industry-average for income statements and balance sheets.| Profitability & Valuation Ratios | Industry Average |
|---|---|
| Company valuation can be measured based on the firm's own performance, as well as in comparison against its industry competitors. These metrics show how the average company in the Trust, Fiduciary & Custody Activities industry is performing. | |
| Profit Margin Gross Profit Margin, Operating Profit Margin, and Net Profit Margin. Show company earnings relative to revenues. |
|
| Return on Equity (ROE) Return on Equity (ROE) is net income as a percentage of shareholders' equity. Shareholders' Equity is defined as the company's total assets minus total liabilities. ROE shows how much profits a company generates with the money shareholders invested (or with retained earnings). |
|
| Return on Assets (ROA) Return on Assets (ROA) is net income relative to total assets. The market research on Trust, Fiduciary & Custody Activities measures how efficiently the company leverages its assets to generate profit. ROA is calculated as Net Income divided by Total Assets. |
|
| Liquidity Ratios | Industry Average |
|---|---|
| Bankers and suppliers use liquidity to determine creditworthiness and identify potential threats to a company's financial viability. | |
| Current Ratio Measures a firm's ability to pay its debts over the next 12 months. |
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| Quick Ratio (Acid Test) Calculates liquid assets relative to liabilities, excluding inventories. |
|
| Efficiency Ratios - Key Performance Indicators | Industry Average |
|---|---|
| Measure how quickly products and services sell, and effectively collections policies are implemented. | |
| Receivables Turnover Ratio If this number is low in your business when compared to the industry average in the research report, it may mean your payment terms are too lenient or that you are not doing a good enough job on collections. |
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| Average Collection Period Based on the Receivables Turnover, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover |
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| Inventory Turnover A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort. |
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| Fixed-Asset Turnover Generally, higher is better, since it indicates the business has less money tied up in fixed assets for each dollar of sales revenue. |
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Compensation & Salary Surveys for Employees
Compensation statistics provides an accurate assessment of industry-specific jobs and national salary averages. This information can be used to identify which positions are most common, and high, low, and average annual wages.| Title | Percent of Workforce | Bottom Quartile | Average (Median) Salary | Upper Quartile |
|---|---|---|---|---|
| Management Occupations | 10% | Order at top of page |
||
| Chief Executives | 0% | |||
| General and Operations Managers | 3% | |||
| Business and Financial Operations Occupations | 42% | |||
| Business Operations Specialists | 5% | |||
| Financial Specialists | 37% | |||
| Accountants and Auditors | 6% | |||
| Accountants and Auditors | 6% | |||
| Financial Analysts and Advisors | 27% | |||
| Financial Analysts | 10% | |||
| Personal Financial Advisors | 17% | |||
| Computer and Mathematical Occupations | 6% | |||
| Computer Occupations | 6% | |||
| Sales and Related Occupations | 11% | |||
| Sales Representatives, Services | 11% | |||
| Securities, Commodities, and Financial Services Sales Agents | 9% | |||
| Securities, Commodities, and Financial Services Sales Agents | 9% | |||
| Office and Administrative Support Occupations | 27% | |||
| Information and Record Clerks | 7% | |||
| Secretaries and Administrative Assistants | 10% | |||
| Secretaries and Administrative Assistants | 10% | |||
| Secretaries and Administrative Assistants, Except Legal, Medical, and Executive | 6% | |||
| Other Office and Administrative Support Workers | 5% | |||
Trust, Fiduciary & Custody Activities Industry Market Share [PREMIUM]
Largest companies in the industry and related industries, with private company revenue estimates.| Company | Address | Revenue Estimate |
|---|---|---|
Top Innovators
| Company | Innovation Score |
|---|
Additional companies, details and innovation scoring in the full report.
Latest Industry News
- Evercore Agrees to Sell Its Institutional Trust and Independent Fiduciary Business to Newport Group - Evercore (EVR) and Newport Group, Inc. ("Newport Group") announced today that they have entered into an agreement by which Evercore will sell the institutional trust and independent fiduciary business ... providing trust and custody services to Evercore ... (05/09/2017)
- Franklin Resources : Fiduciary Trust Company International : Names John M. Dowd as Chief Executive Officer - NEW YORK, NY--(Marketwired - Apr 12, 2016) - Fiduciary ... of the trust and investments section of the New York State Banker's Association and has served on the boards of Junior Achievement of New Jersey and the Senior Care and Activities Center. (12/04/2016)
- Fiduciary Trust Company International Names John M. Dowd as Chief Executive Officer - NEW YORK, NY--(Marketwired - Apr 12, 2016) - Fiduciary Trust Company International ... trust and investments section of the New York State Banker's Association and has served on the boards of Junior Achievement of New Jersey and the Senior Care and ... (04/12/2016)
- Fiduciary Trust Expands Custody Capabilities - BOSTON--(BUSINESS WIRE)--Fiduciary Trust, a private wealth ... has joined as Vice President, Head of Custody. In this newly created position, Mr. Sumner is overseeing all custody sales and relationship management activities as the firm expands its custody ... (12/01/2015)
- Jury sides against Wells Fargo, awards St. Louis County woman $77 million - Barbara Burton Morriss, 78, sued the San Francisco-based bank in March 2012 in St. Louis County Circuit Court, alleging that the bank breached its fiduciary duty by ... loan fees, trust fees and custody fees tied to its participation in the trusts. (05/12/2015)
- BCB and Paragon Trust sued after $7m trust fund investments go sour - Bermuda Commercial Bank Ltd, BCB Paragon Trust Ltd along with well-known cyclist Neil de ste Croix are among those being sued because of the alleged “brazen and extraordinary breach of their fiduciary and contractual obligations” which resulted in the ... (03/03/2014)
- Metrobank’s investment house gets license to offer trust, fiduciary services - MANILA, Philippines—First Metro Investment Corp., the investment house unit of the Metrobank group, has obtained a license from the Bangko Sentral ng Pilipinas to offer trust and other fiduciary services ... property under its custody with the diligence ... (09/21/2011)
Government Contracts
In 2016, the federal government spent a total of $22,204,040 on Trust, Fiduciary & Custody Activities. It has awarded 37 contracts to 9 companies, with an average value of $2,467,116 per company.Top government vendors:
| Company | Federal Contracts | Total Award Amount |
|---|---|---|
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Segments classified within this market research report
This industry market research report includes companies whose primary business is any of the following:Trust companies, nondepository, Fiduciary agencies (except real estate), Escrow agencies (except real estate), Trust administration, personal investment, Administrators of private estates, Securities custodians, Bank trust offices, Personal investments trust administration, etc.
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