DS9 Document EFTA00854342

From: To: CC: Subject: Date: Attachments: Inline-Images: Paul Morris < "Jeffrey E." <jeevacation(iiJgmail.com>, Richard Kahn Stewart Oldfield FW: managed portfolio follow-up [C] Mon, 15 Jun 2015 20:54:30 +0000 Approved_CIO_Strategies_Taxable_HFs_ 1 Q15.pdf image006.png Classification: Confidential Interested in a conversation? thx Paul Morris Managing Director Deutsche Bank Private Bank Office: 212-454-0701 Cell: 917-971-2507 From: Paul Morris Sent: Tuesday, June 09, 2015 11:33 AM To: jeffrey E. Cc: Stewart Oldfield; Richard Kahn Subject: managed portfolio follow-up [C] Classification: Confidential Dear Jeffrey, Thanks for your time last week. To follow up on our discussion of initiating a managed portfolio, I've attached an overview of our global multi-asset portfolios that are built around our CIO views. happy to get you on the phone with the head of our portfolio management team to discuss. These strategies are globally diversified multi asset class investment offerings that are constructed in our Asset and Wealth Management Group. Some key points: 1) A globally diversified multi-asset class portfolio offering 2) A disciplined investment process with a ten year track record of outperformance against appropriate blended benchmarks 3) An open architecture investment manager selection process 4) The ability to customize based on individual client restrictions or constraints We look forward to setting up a call to discuss. Sincerely, Paul Morris Managing Director Deutsche Bank Private Bank Office: 212-454-0701 Cell: 917-971-2507 EFTA00854342 Gkid:image006.pn Securities offered through Deutsche Bank Securities Inc. This communication may contain confidential and/or privileged information. If you are not the intended recipient (or have received this communication in error) please notify the sender immediately and destroy this communication. Any unauthorized copying, disclosure or distribution of the material in this communication is strictly forbidden. Deutsche Bank does not render legal or tax advice, and the information contained in this communication should not be regarded as such. EFTA00854343