📄 Extracted Text (283 words)
Caroline V. Kitidis
Managing Director I Head of Key Client Partners & Wealth Investmert Coverage - Americas
Deutsche Bank Securities Inc
Deutsche Asset & Wealth Ma a
PetnietwItrPeeerten&
From: Diego Galan
Sent: Monday, January 12, 2015 6:05 PM
To: Mathew Negus
Cc: Chip Packard; Haig Ariyan; Caroline Kitidis
Subject: FW: Quintessentially Platinum - coming soon. Your support required. [C]
Classification: Confidential
Hi Mat,
We had a kick-off call on the Quintessentially Platinum program this morning (see attached presentation).
We need to nominate US clients for this program (total of 100 clients globally will be selected); in the US the clients
should meet the criteria below (see page 18 of the attached document):
Net worth >$500m
AuM with AWM >$50m
Annual revenue potential >$1m
On-boarded on KCP
Could you please send me the list of on-boarded KCP clients, AuM with us, and 2014 revenue (or any estimate of
annualized revenue potential)? Based on that list I will filter the ones that meet the criteria above so that we can have a
discussion on who should be nominated.
Thanks,
Diego
From: Alexander Maresch
Sent: Wednesday, December 17, 2014 10:02 AM
To: David Kroell; Diego Galan; Uwe Bork; Anurag Mahesh; Samantha Gruendler; Frank Schaff; Mark Smallwood
Cc: Michele Faissola; Haig Ariyan; Chip Packard; Joachim Haeger; Marco Bizzozero; Ravi Raju; Liza Ding; Tanja Kocher;
Kate Makuen; Alexandra Vitt-Krauss; Michaels Luhmann; Kristin Kulik-Peters; Dario Schiraldi; Gregor Guggisberg; Caroline
Kitidis
Subject: Quintessentially Platinum - coming soon. Your support required. [C]
Classification: Confidential
All.
you were nominated by the regional GMT Heads to support the rollout of our new client retention and acquisition program
Quintessentially Platinum.
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 122661
CONFIDENTIAL SDNY_GM_00268845
EFTA01460931
ℹ️ Document Details
SHA-256
6eb8e264755e243605f88ae80afb79b50711bd970951f20d8a45201363babc7d
Bates Number
EFTA01460931
Dataset
DataSet-10
Document Type
document
Pages
1
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