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I rialzisti dicono
High RoTE and profit growth
Sustained double‑digit RoTE demonstrates capital efficiency across the franchise and underpins the bank's ability to generate returns above its cost of capital. Durable RoTE targets provide room for continued shareholder distributions and reinvestment while absorbing cyclical earnings swings.
Diversified fee and lending franchises
Balanced mix across UK retail, investment bank and expanding US consumer lending reduces reliance on any single revenue stream. Strong IB fees and US consumer scale from M&A improve structural revenue resilience through cycles and support cross‑sell and funding diversification.
Structural NII tailwind and hedge program
A large structural hedge supporting nearly half of NII increases predictability of net interest income versus short‑term rate moves. This durable hedge, paired with NII growth, strengthens core earnings and reduces volatility in funding‑dependent retail and corporate margins.
