DataSet-11
EFTA02691147
2 pg
Deutsche Asset
& Wealth Management
Deutsche Bank AG New York
Preferred Certificates of Deposit
In times of economic uncertainty, traditional banking products offer a predictable
rate of return. Deutsche Bank AG New York Preferred Certificates of Deposit
(Deutsche Bank AG Preferred…
DataSet-11
EFTA02335886
3 pg
Deutsche Bank
Private Wealth Management
Authorization for Asset Movement
For Non-Retirement Accounts
The undersigned hereby authoress and directs Deutsche Bank Alex Brown I'Duinsche Bank Alex Brown- or 'MAW) to follow the below asset movement int truct*ions.
If…
DataSet-11
EFTA02365891
2 pg
From: Aron Balas
To: Jacob Rothschild
Cc: Francesco Goedhuis
Subject: Barclays Wealth Maria
Sent: Friday, March 11, 2016 9:53:56 AM
Jacob,
Ahead of your meeting with Jes Staley on Monday we wanted to send you some background on…
DataSet-11
EFTA02702204
5 pg
…UBS . Wealth Management November 2012
UBS CIO Monthly Letter
The immutableforce of demographics
There are two types of laws in this world: …
DataSet-11
EFTA02691262
20 pg
…Center
EFT,1_02033033
EFTA02691262
Contents
•
— ntroduction
— Wealth Creation in China
— Family Heritage and Wealth Planning
— Objectives of Founders
■ Tsinghua University Family Heritage Center
— Vision a…
DataSet-11
EFTA02686453
3 pg
…8, 2010
Seventeen More U.S. Families Take Giving Pledge
Additional Billionaires Pledge Majority of Wealth to Philanthropy
SEATTLE — Dec. 8, 2010 — Seventeen more of America's wealthiest families have committed to returning
the majority of their wealth to charitable…
DataSet-11
EFTA02388717
2 pg
…May 19, 2014 8:20 PM
To: [email protected]
Subject: Protection of Assets - Private Wealth & How to Keep It
DataSet-11
EFTA02550801
1 pg
…from Beijing
My friend will probably become Finance Minister.
New massive funds being raised for global investment.
Private wealth does not know what to do with the money.
Fischer deal in Kleinwort Benson will probably include €100m from =hanghai private…
DataSet-11
EFTA02581675
4 pg
…2:53 PM
To: [email protected]
Subject: Re: Gilead entry point.... [CI
Classification: Confidential
on it
Tazia Smith
Director I Key Client Partners - US
Deutsche Bank Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue, 26th Floor
New York…
DataSet-11
EFTA02590820
1 pg
…jeffrey E.
Subject: Fwd: bitcoin use case for assets protection/wealth management
Begin forwarded message:
> From: Vincenzo lozzo
> Subject: bitcoin use case for assets protection/wealth management
> Date: 24 settembre 2014 10:49:29 GMT-4
>…
DataSet-11
EFTA02430662
2 pg
…fund AG Capital) we can manage Chinese money too.
To be discussed when we meet next.
Sovereign wealth fund China Investment Corp will invest S1.5bn in private equity secondaries
with three of the biggest specialists in buying second-hand…
DataSet-11
EFTA02394943
2 pg
…December 18, 2015 10:18 PM
To: jeffrey E.
Subject: Re:
One of the wealthiest (but n=t high profile) Chinese from Beijing has asked me to do it with him. He will fund it -
no amount mentioned.
We must…
DataSet-11
EFTA02430224
2 pg
…But, there is still many issues need to
be work out with them for this to happen.
I continue to explore this private banking / wealth management idea. Talked to a
long time friend on Wall Street who used to run…
DataSet-11
EFTA02340853
3 pg
…25 top, please let me know if you wish to raise your limit.
Thank you,
Vahe
Vahe Stepanian
Associate I Wealth Investment Coverage
Deutsche Bank Securities Inc.
Deutsche Asset & Wealth Management
345 Park Avenue - 26th Floor
New York, NY 10154…
DataSet-11
EFTA02693048
15 pg
…support the philanthropic missions of the Gates Foundation and collaborating
donors with global reach and world class capabilities in investment management, individual
wealth planning, fiduciary governance
• and perpetuate the institutional framework to sustain these missions in the future
J.P…
DataSet-11
EFTA02413743
3 pg
… If so what are terms?
c) Do you have any personal wealth? If not please explain how you having been living the past 5-6
months without a salary.
d) Do you understand SEED's and your personal liability and…
DataSet-11
EFTA02587940
3 pg
…Confidential
Great. Done per the following details:
S 1,4501PM @ $59.655
Thank you,
Vahe
Vahe Stepanian
Associate I Wealth Investment Coverage
Deutsche Bank Securities Inc.
Deutsche Asset & Wealth Management
345 Park Avenue - 26th Floor
New York, NY 10154-0004…
DataSet-11
EFTA02681769
3 pg
…relationships with impeccable integrity and confidentiality.
• Proven success in creating asset allocation strategies and a disciplined investment style for portfolios from $100
million to $4 billion.
• Extensive exposure to capital markets through the lens of family office and wealth management…
DataSet-11
EFTA02627821
2 pg
…feel confident =ther families will follow us quickly.
Thanks
David
The problem
- Large family offices are increasingly managing their own wealth.
- Chinese family office wealth is largely first generational.
- Do not trust outside parties much and want direct control of…
DataSet-11
EFTA02494762
3 pg
…Fwd: Euro Wires [C]
To:=Jeffrey Epstein