Terence Picardo
Global Private Banking | UHNW & Family Office Advisory | Global Business Development | Cross-Border Wealth Management | Key Partnership Development | Global Solutions | FINRA Series 7, 66
- Role
- Private Banker at Deutsche Bank
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Terence Picardo
UHNW & Family Office Solutions | Global Business DevelopmentOver two decades of proven leadership in driving business growth globally, developing UHNW and Family Office client relationships, establishing strategic partnerships, and providing global solutions across various business lines, segments and regions. Reputation for exceptional skills in fostering strategic partnerships to achieve exponential revenue growth. Solutions include but are not limited to: tailored investment strategies, global lending solutions, and cross-divisional connectivity between the Private Bank, Investment Bank, and Corporate Bank to address complex client needs through a unified approach.Skills Include:Strategic New Business Development | Key Partnership Development | Client Relationship Management | Proactive Sales Initiatives | Cross-Border Wealth Management Marketing Strategy and Implementation | Market Expansion Strategies | Go-to-Market Strategy
Experience
Private Banker
Jun 2025 — Present · New York, NY, US
Advise UHNW clients and family offices across NAM, EMEA, and Asia on bespoke investment strategies, including discretionary and advisory managed portfolios, multi-asset allocation, and ESG-focused investing.• Provide access to global markets and alternative investments, including hedge funds, private equity, and real estate funds, supported by robust due diligence and proprietary research.• Design customized lending and liquidity solutions, spanning structured loans secured by concentrated securities, hedge funds, real estate, fine art, aircraft, insurance portfolios, and other non-traditional assets.• Deliver strategic wealth and fiduciary planning, including estate and trust design, philanthropy, family governance, and pre-transaction planning for liquidity events or intergenerational transitions.• Oversee global custody, cash management, and fiduciary administration, ensuring efficient multi-currency accounting, settlement, and reporting.• Partner with Deutsche Bank’s Investment Bank and Corporate Bank to deliver integrated solutions for complex client objectives such as: • Capital markets access (equity and debt raises, SPACs, structured and non-recourse financing)Infrastructure, data center, and sports franchise financing • Private equity subscription finance / capital call facilities, CMBS, conversion loans, and bespoke corporate lending structures, etc.
Education
Baruch College
Bachelor of Business Administration - BBA
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