A billionaire entrepreneur and sophisticated investor moved approximately $200 million of securities and cash from JP Morgan to Deutsche Bank. The client was attracted by the DB product platform and the KCP model, which includes FX, rates, and private market opportunities. The client is a very active trader and will trade across all asset classes using cash, derivatives, options, and structures. Key success factors include a deep relationship with the client, leveraging the AWM platform, and teamwork involving various experts.
documents/vol00010-efta01344999-pdf.pdf
{"title":"Leveraging KCP Capabilities","key_people":["Caroline Kitidis","Tazia Smith","Vahe Stepanian","Blanche Christerson","Amanda Kirby","Laura Farischon"],"document_type":"tabular","document_subtype":"success story","key_organizations":["JP Morgan","Deutsche Bank"],"reference_numbers":["DB-SDNY-0031048","SDNY_GM_00177232","EFTA01344999"]}