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The Institutional Risk Analyst

© 2003-2024 | Whalen Global Advisors LLC  All Rights Reserved in All Media |  ISSN 2692-1812 

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Universal Banks | Morgan Stanley, Goldman Sachs, Charles Schwab, Raymond James & Stifel

August 15, 2022 | Premium Service | In this issue of The Institutional Risk Analyst we focus on the world of universal banks, institutions that have a depository but are primarily involved in the investment business, including advisory, capital markets and investment banking activities. We exclude the top-four money center banks from this group, but include some of the best performing stocks in the industry, both in terms of operations and also market performance.


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We published a profile on Raymond James Financial (RJF) last November and the company has outperformed much of the bank group since that time, both up and down. Financials generally have rallied in the past month on hopes that inflation will moderate, but we’d point out to our readers that the FOMC won’t start shrinking the Fed’s balance sheet until next month. The advisory income that RJF and other members of the universal bank group generate will enable them to outperform many money center banks in the uncertain and likely volatile period of adjustment ahead. In this report, we feature:

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