EFTA01460737.pdf

From: Chip Packard Sent: 6/18/2014 8:00:25 AM To: Andrea Tapia I CC: Kimberly Hart Haig Ariyan I I; Russell-W Johnson [russell- Subject: RE: Client Tiering (C) Attachments: Top 50 WM Relationships - 2014 May.xlsx; pic18413.gif; pic17259.gif; pic05105.gif; pic00141.gif; pic27290.gif; pic32130.gif; pic28559.gif; pic32587.jpg; pic11226.jpg; pic10903.jpg; pic06675.jpg; pic23990.jpg; pic07420.jpg; pic16201.jpg; pic31731.jpg classification: confidential I have run through the attached, but we need to combine with PCS (Russ, please take a look for Haig). I would sugggest we start with a revenue based view of Top 50. I went through that column and deleted 6 names in a comment field that I added, and then went to CBV ranking and added 6 names. Let's try to turn this around today if we can, subject to Haig's input. (See attached file: Top SO Wm Relationships - 2014 may.xlsx) (Embedded image moved to file: pic18413.gif) Chip Packard Co-Head, Wealth Management Americas Deutsche Asset and wealth management 345 Park Avenue, 10154-0004 New York, NY, USA Tel. +1(212)454-2173 Fax + mobil Email (Embedded image moved to file: pic17259.gif) From: Andrea Tapia/db/dbcom@OBCOEX To: chip Packard/db/dbcom@OBAmericas, Cc: Kimberly Hart/db/dbcom@DBAmericas Date: 06/06/2014 11:55 AM Subject: RE: Client Tiering [I] Classification: For internal use only Chip, Please see CBV and revenue rankings as of April YrD attached. Existing platinum relationships are highlighted in blue. I believe the next client Advisory meeting is this coming Monday, June 9, so please let me know if there is anything else I can do. Kind regards, Andrea Tapia CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 122220 CONFIDENTIAL SDNY_GM_00268404 EFTA01460737