Kroll Bond Rating Agency Publishes Research “Wealth Manager Profitability: Higher Rates and Demographics Trump Fee Pressure”

NEW YORK--()--Kroll Bond Rating Agency (KBRA) releases research report entitled “Wealth Manager Profitability: Higher Rates and Demographics Trump Fee Pressure.” The report makes the following key points:

  • Net Interest Income is key to profitability with the potential for further growth through additional interest rate hikes in 2017.
  • Asset growth and increased net interest income continued to offset asset management fee and commission revenue compression.
  • KBRA views the Wealth Management business as creditor-friendly due to its high double digit margins, stable and predictable revenue, and relatively low capital requirements.

Please click here to view the report.

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About Kroll Bond Rating Agency

KBRA is registered with the U.S. Securities and Exchange Commission as a Nationally Recognized Statistical Rating Organization (NRSRO). In addition, KBRA is recognized by the National Association of Insurance Commissioners (NAIC) as a Credit Rating Provider (CRP).

Contacts

Analytical:
Kroll Bond Rating Agency
Teri Seelig, 646-731-2386
Director
tseelig@kbra.com
or
Joe Scott, 646-731-2438
Managing Director
jscott@kbra.com

Contacts

Analytical:
Kroll Bond Rating Agency
Teri Seelig, 646-731-2386
Director
tseelig@kbra.com
or
Joe Scott, 646-731-2438
Managing Director
jscott@kbra.com