A billionaire entrepreneur and sophisticated private investor moved approximately $200 million of securities and cash from JP Morgan to Deutsche Bank. The client was attracted by Deutsche Bank's global trading capabilities and the KCP model. The client is a very active trader and will trade across all asset classes using cash, derivatives, and structures. The success was attributed to deep relationships, leveraging the AWM platform, and teamwork involving various experts.
documents/vol00010-efta01350629-pdf.pdf
{"title":"Success Story: Billionaire Entrepreneur","key_people":["Caroline Kitidis","Tazia Smith","Vahe Stepanian","Blanche Christerson","Amanda Kirby"],"document_type":"correspondence","document_subtype":"success story","key_organizations":["Deutsche Bank","JP Morgan"]}