Deutsche bank -Alex. Brown individual clients

Listed: June 6, 2009 10:54 pm
Expires: This ad has expired

Deutsche Bank Private Wealth Management has been serving the interests of high-net-worth individuals, families and select institutions for more than a century. The 1999 merger with Alex. Brown & Sons, America’s oldest investment bank, combined Deutsche Bank’s financial strength and global reach with the tradition of performance and innovation of Alex. Brown.

We provide customized solutions to private clients worldwide — leaders of industry, entrepreneurs, family business owners and guardians of family wealth. Our capabilities include traditional and alternative investments, risk management strategies, lending, trust and estate services, wealth transfer planning, philanthropic advisory, and family office services.

Through our Wealth Analytics process, we review each client’s entire financial situation and create a highly customized plan that addresses all of the client’s wealth management goals.

We are the gateway through which private clients can access the tremendous resources of Deutsche Bank, one of the world’s largest financial institutions and a global leader in asset management and capital markets solutions. That means the investment options you choose from are among the best in the world. And that they are designed to suit your needs.

The person who embodies this service is your Deutsche Bank Alex. Brown Client Advisor.

Professional Management & Advice

Investment Advisory

Comprehensive investment consulting services to endowments, foundations, family offices, defined contribution plans and high-net-worth individuals.
We specialize in asset allocation and quantitative analysis, mutual fund and global manager research, institutional consulting and performance reporting.

Asset Allocation

Management of each segment of your portfolio to reflect current market conditions, while aligning with your risk tolerance and long-term objectives.
Ongoing oversight and strategic asset allocation advice to identify, evaluate, monitor and report on independent managers with whom you may be working.

Open Architecture

Access to virtually every asset class across the risk/return spectrum — equities, government and corporate bonds, mutual funds, hedge funds, real estate, private equity funds, commodities and currency investments. We offer investment choices through Deutsche Bank or leading third-party providers.
Ongoing oversight and strategic asset allocation advice.

Wealth Management

Our Client Advisors work closely with the Private Bank to provide clients the innovative and customized solutions necessary to preserve and enhance wealth.

Lending

A dedicated unit offering competitive pricing, a strong balance sheet and expertise in working with complex financials and operating structures.
Ability to borrow against qualified assets to capitalize on investment opportunities, enhance returns or make personal purchases.

Trust and Estate Planning

Expertise in all aspects of trust and estate planning, administration and investment management across multiple asset classes.
Strategies to help direct how your assets are managed and used over time.

Banking

Specialized services for ultra-high-net-worth clients with selections to satisfy all traditional and unique banking needs.
Competitive rates for checking accounts, money market deposit accounts and certificates of deposit.
Custom solutions available for unique situations.

Wealth with Responsibility™

An industry-leading program offering guidance on wealth issues that goes beyond financial considerations (e.g. a family legacy).
A network of advisors with expertise in key areas, including raising children amid wealth, family governance and strategic philanthropy.

Insurance Planning

Competitive insurance products and services including life insurance, deferred compensation plans and corporate retirement plans.

Family Office Services

Worldwide custody, online account reporting and risk management.
Extensive expertise in accounting and reporting for investment partnerships.
Comprehensive understanding of complex legal, accounting and investing entities.