• Names of Wealth Management (WM) principals (e.g., CEOs of wealth management, trust heads, brokerage chiefs, family office directors, chief investment offices, etc.)

• Background of WM heads, Where did they work before?

FEDERAL RESERVE BOARD DATA (FOR ALL ENTRIES)

• 2007 bank trust revenues (as reported to the Federal Reserve Board)

• 2007 trust rank (among 811 bank holding companies)

• 2007 mutual fund & annuity income (based on Federal Reserve Board filing)

• 2007 insurance brokerage (based on Federal Board filing)

• 2007 total of trust, brokerage & insurance.

• Where did the bank rank in WM in 2007? Based on metrics derived from Federal Reserve Board data.

SEC AND COMPANY DATA

• Is Wealth Management (WM) a major business line?

• What was WM net income in 2007 (available for 29 banks)?

• What is WM's share of overall (consolidated) net income?

• What are 'assets under management' in the WM division?

NARRATIVE AND ANALYSTS

• How does the bank define wealth management (e. g., by client threshold, by products and services)

• How is WM structured? Does the bank use WM teams? Who serves on the team (e.g., private banker, trust officer, insurance specialist, portfolio manager, etc.)

• Does the bank manager have a segment for ultra-high-net-worth individuals? What is the minimum client threshold?

• What is the bank's WM strategy? Is it moving away from proprietary products toward an 'open architecture'? Is it acquiring WM boutiques or making other acquisitions? Is WM seen as a growth sector? A corporate priority?