Epstein File EFTA01377489: Roberts and Asset (DS10)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01377489: Roberts and Asset (DS10)

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This document contains investment portfolio information including asset allocation for balanced model portfolios in the Americas (41% fixed income, 48% equities, 10% alternatives) and references Deutsche Bank wealth management personnel and investment strategies, with a mention of someone named Roberts.

👤 Named in This Document

John Roberts

🔑 Evidence Keywords

asset Deutsche Bank

📋 Key Excerpts4

PersonKeyword

Excerpt 1

. - **Asset** allocation of our balanced model portfolio for clients based in the Americas is as follows: fixed income, 41%; equities, 48%; alternatives, 10%

Excerpt 2

Co-Heads of Fixed Income/Cash - Equity-market perspectives: Healthier portfolio returns with Henning Gebhardt, Global Head of Equities - Portfolio: Our **asset**-class

Excerpt 3

Investment Officer for Wealth Management in the Americas and Chief Investment Strategist for Deutsche AMW Americas - Portfolio: Our view on non-traditional **asset**