A billionaire entrepreneur and sophisticated investor recently moved approximately $200 million of securities and cash from JPM to DB. The client was attracted by DB's global trading capabilities and the KCP model, which includes FX, rates, and private market opportunities. The client is an active trader across all asset classes and has a strong relationship with the DB team, including product experts and wealth planning specialists.
documents/vol00010-efta01350630-pdf.pdf
{"title":"Success Story: Private Investor","key_people":["Caroline Kitidis","Tazia Smith","Vahe Stepanian","Blanche Christerson","Amanda Kirby","Laura Farischan"],"document_type":"correspondence","key_organizations":["JP Morgan","DB","Deutsche Asset & Wealth Management"]}