The bank for entrepreneurial families.
Business stage 'growing'
Managing personal and family wealth while growing a business
The growth stage of a business can be exhilarating, and it may be the first time you generate significant wealth. However, it’s also a time where you may miss opportunities or make mistakes due to the demands of running your business. As your banking partner during this critical time, we can help ensure that nothing gets overlooked, working closely with your tax advisers and other intermediaries to ensure you can enjoy your success today while keeping an eye on the future.
Funding your lifestyle without forgoing business opportunities
As your business grows, you'll likely have more cash on hand, potentially in multiple currencies. But it's also likely that you'll be time-poor. Monitoring your personal finances alongside your business's cash flow may therefore be challenging, especially if your income is unpredictable. Now is the time to balance your lifestyle needs with those of your business, giving you enough cash to enjoy your success while leaving yourself with enough liquidity to seize new business opportunities.
Our Currency and Deposit Services are extensive, enabling us to tailor solutions to your liquidity requirements. And with our Bank for Entrepreneurs service, you’ll have access to the capabilities of the wider Deutsche Bank Group – not only in foreign exchange but also in Business, Corporate of Investment Banking as required – all from one point of contact. With a holistic view of your business and personal finances, we can work continuously to ensure you make the most of your business growth, without jeopardising your long-term ambitions.
Investing as an entrepreneur: why it pays to plan early
To consolidate your growing wealth, you’ll need an investment strategy that factors in your risk tolerance, wealth structure and tax position* – as well as the different stages of business growth and the potential risks ahead. The sooner you can set long-term investment goals, the sooner you can take advantage of compound interest and time in the markets.
Our Discretionary Portfolio Management (DPM) service will ensure your risk tolerance and future liquidity needs are taken into account, while freeing you from the day-to-day management and implementation of your investments. The modular structure of our investing solutions gives you a variety of choices about how we invest your wealth and what your level of involvement should be. And with our Bank for Entrepreneurs service, your business needs will always be considered as part of a comprehensive strategy, built around the needs of you and your family.
Currency and Deposit Services
Whether you want to manage liquidity using deposit products or have more sophisticated multi-currency needs, our specialists can help.
Discretionary Portfolio Management
Your time is valuable – in investing and in life. By choosing our DPM for us to invest on your behalf, you entrust your assets to a global network of experts who take care of it continuously.