EFTA01351693.pdf

Deutsche Asset & Wealth Management Wealth Management Americas USPB Business Update December 2013 EFTA01351693 Agenda 01 02 03 RelSci Demo Operating Platform Update USPB October YTD performance 04 Update on recent senior management meetings 05 Success Story: Leveraging KCP Capabilities 1 EFTA01351694 USPB October '13 YTD revenues $313mm Revenues are up 8% vs. 2012 and slightly behind Plan USPB October 2013 YTD performance +8% Revs ($mm) 312.5 290.4 315.7 October YTD 2012 October YTD 2013 October YTD Plan 2013 Deutsche Asset & Wealth Management Source: October YTD 2013 KPI Report excluding impact of NTLP charge ($27.6mm) 2 For internal use only EFTA01351695 USPB October '13 YTD revs $313mm up 8% vs. 2012 East Coast Revs ($mm) +8% 273.7 Revs ($mm) 42.5 37.6 252.5 West Coast -12% CBVs ($bn) NNAs ($mm) RoA (bps) Oct YTD 2012 28.8 603 108 Oct YTD 2013 31.3 Oct YTD 2012 1,456 99 RoA (bps) CBVs ($bn) NNAs ($mm) (698) 5.0 98 Oct YTD 2013 (1,424) 4.2 96 Deutsche Asset & Wealth Management Note: CBVs and NNAs excluding Custody Total USPB includes US Mortgage hedge 2013 YTD revs of $1.3mm vs. ($4.6mm) 2012 YTD; revs exclude impact of NTLP charge ($27.6mm) Source: GMIS For internal use only 3 EFTA01351696 USPB October 2013 YTD NNAs of +$32mm Gaining positive momentum during the second half of year East Coast monthly NNAs NNAs ($mm) 342 286 -119 -33 -87 -165 -259 96 73 448 406 384 NNAs ($mm) West Coast monthly NNAs 94 56 82 114 -41 -245 -1,096 -294 YTD NNAs -41 301 -7 Jan Feb Mar Apr May Jun Jul Aug Sep Oct -239 -143 143 528 934 1,008 1,456 YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct NNAs -119 -206 -239 -1,345 -1,252 1,196 -1,455 -1,620 -1,538 -1,424 Deutsche Asset & Wealth Management Note: NNAs excluding Custody Source: GMIS For internal use only 4 EFTA01351697 Revenue growth driven by Lending, Custody, and Other, partially offset by lower Deposits & Brokerage revs USPB October 2013 YTD revenues by account type vs October YTD 2012 October '13 YTD Lending Trust IA Brokerage Custody Deposits Other Deutsche Asset & Wealth Management Note: 2.5 9.6 9.8 0.6 16.0 14.2 12.1 26.7 29.2 19.6 -18% +17% -74% +1533% Other includes PIC revenues, referrals fees, structured transactions, alternative investments, mortgage hedge, $3.2mm in insurance credit for trust legal fees in 2013, Source: GMIS For internal use only 37.2 36.2 -9% +3% 202.5 182.8 October '12 YTD Millions +11% 5 EFTA01351698 Success Story: Leveraging KCP Capabilities Client profile • Billionaire entrepreneur; family office, philanthropist • Highly sophisticated investor and trader across all asset classes • One of largest brokerage clients at JP Morgan; multiple relationships across the street • Private investor in early stage VC Deal description • Prospect recently moved to DB from 3PM 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 comfortable with global trading capabilities and DB platform — 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 Key Success Factors • 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 — KCP: Caroline Kitidis, Tazia Smith, Vahe Stepanian — Wealth Planning: Blanche Christerson — Banking team: Amanda Kirby — Lending: Laura Farischon — Credit Risk Management, Account Opening Group (India) Deutsche Asset & Wealth Management For internal use only 6 EFTA01351699