📄 Extracted Text (215 words)
Success Story: Leveraging KCP Capabilities
• Billionaire entrepreneur; family office, philanthropist
Client • Highly sophisticated investor and trader across all asset classes
profile • One of largest brokerage clients at JP Morgan; multiple relationships across the street
• Private investor in early stage VC
Prospect recently moved to DB from JPM approximately $200mm of securities and cash (equities, currencies,
structures, fixed income, swaps, commodities etc)
Strong existing relationship with banker, multiple meetings/calls with client and team got him
Deal comfortable with global trading capabilities and DB platform
description Client also liked the focus of the KCP model including FX, rates and private market opportunities
Very active trader; ISDAs negotiated and finalized in timely manner
Significant opportunity for asset growth in 2014
Client will trade across all asset classes using cash, derivatives, options, structures, etc
Deep relationship: frequent dialogue with principal and family office members
Leverage AWM platform: Client was attracted by the DB product platform and the KCP model
Teamwork: Involvement of product experts, helpful and responsive client service experience
Key Success KCP: Caroline Kitidis, Tazia Smith, Vahe Stepanian
Factors Wealth Planning: Blanche Christerson
Banking team: Amanda Kirby
Lending: Laura Farischon
Credit Risk Management, Account Opening Group (India)
Deutsche Asset 6
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CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0031048
CONFIDENTIAL SDNY_GM_00177232
EFTA01344999
ℹ️ Document Details
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Bates Number
EFTA01344999
Dataset
DataSet-10
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document
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