Deepak Puri, New York, USA

Deepak Puri, New York, USA

Head of Wealth Discretionary and CIO (ad interim), Americas.

Having joined Deutsche Bank in 2004, Deepak now heads up Wealth Discretionary for the region and supports clients across the Americas. As the father of twins, he hopes to one day share his passion for movies with two new fans. 

 

 

Working with commitment 

“After their health, my clients want to know that their wealth is in good shape. From helping clients protect their legacy to preserving their lifestyle, my focus is looking after their financial welfare. A lot of our clients have entrusted us with their assets for decades, sometimes over generations. This degree of trust brings discretion but also great responsibility.

You really can’t underestimate the value of time spent face-to-face.

Deepak Puri

As the Head of Wealth Discretionary for the Americas and as a senior portfolio manager, my responsibility is two-fold. It enables me to lead our discretionary offering while maintaining the client relationships that I’ve built up over years.

Maintaining this balance can sometimes be a challenge but it’s important to give my clients continuity. They get a point person who knows their circumstances and can tackle their questions. This holistic view and ongoing dialog form the cornerstone of my relationships. You really can’t underestimate the value of time spent face-to-face.”


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