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Prospective clients
Name
Primary contact
RM
Phone
Status
Service
Expected AUM, GBP
Jack Black
N/A
Tom Pen
+44 75 9874 2587
Documents verification
Discretionary portfolio management
5,000,000
Gray Octopus Pty
Pit Macha
Helen Hunt
+65 114 874 598
Onboarding
Execution Only; Payments
16,000,000
Exisitng clients
Name
Primary contact
RM
Phone
Account number
Mandate
AUM, GBP
Max Bayman
N/A
Jim Hanson
+41 587 478 22
458 758 963
Discretionary portfolio management
3,658,500.00
Trade Deal Ltd
Helen Parker
Dan Cliffman
+44 7896851472
421 887 654
Execution Only
11,250,500.00
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