How does the bank define wealth management (WM)?

• By client threshold. What are minimum 'investable assets' required for a client to be considered a WM candidate (e.g., $1 million)?

• By products and services (e.g., does WM include insurance? Brokerage?)

Where did the bank rank in WM in 2006?

• A numerical ranking based on metrics derived from Federal Reserve Board data, including trust and brokerage.

Who runs Wealth Management?

• Who are the top managers (CEOs of wealth management, trust heads, brokerage chiefs, etc.)?

• What is their background?

Is Wealth Management a major business line?

• If so, what was the 2006 net income?

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

• What are 'assets under management'?

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 have a segment for ultra-high-net-worth individuals?

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?>