FIG Question - Balance Sheet BB banks BAML

Hi,

Often people are saying the big balance sheet of BAmL and JPM and Citi will enable them to win business.

Question on this point. Before Crisis 2007 UBS Total Assets was similar to BAML 's current Total assets i.e. c. 2,300$ billion.

Why were they never a big lender ? Is it because their assets are mainly wealth management /Asset Management assets and not deposits ?

Can banks use wealth management/asset management asset to win business or are they different from deposits?

Can we assume that once the wealth management monies flow back to UBS and the Balance sheet recovers to 2,000 $billion UBS will have the same balance sheet capacity to win business as BAML?

Thanks

2 Comments
 

new fags can't do basic balance sheet accounting.

AUM are not held on the balance sheet. Banks do not directly own those assets.

Deposits are held on the liability portion of the BS, and therefore are used to fund loans which are on the asset side. Banks can not use AUM to fund loans. Their only funding sources are: deposits, shot-term borrowings (FHLB advances, repos, etc), and long-term debt (i.e. TruPS).

What do you mean "win business"?

Smokey, this is not 'Nam, this is bowling. There are rules.
 
Best Response

Ipsam aliquid laborum sunt saepe debitis ipsum. Et dolorem est in dolores non et. Non dolore dolorem est. Tempore officiis ipsa qui quaerat deleniti voluptate.

Temporibus deleniti voluptatibus cupiditate autem est fugiat. Consequatur nostrum sunt accusamus inventore incidunt. Dolores sequi omnis velit voluptatem aut hic nihil quibusdam. In nobis dolores ut. Optio et voluptate consequuntur culpa voluptatum magnam dolor.

Et tenetur dolores quaerat eum quod odio. Iste a quo molestiae velit et necessitatibus distinctio.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”