Deutsche pips UBS to BT Financial deal
Deutsche Bank has secured a contract to offer CPPI to clients of BT Financial in Australia, via its wrap platform.
Deutsche Bank has bagged a contract with BT Financial, providing the independent financial advisor (IFA) and distributor with capital protection on investments made by retail investors on its wrap platform, according to several market watchers familiar with the deal.
UBS and Deutsche Bank are understood to have been the final banks on the shortlist to offer protection – often dubbed 'insurance' in the country, and operated via a constant proportion portfolio insurance (CPPI) mechanism – with
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