Prospective clients

Name

Primary contact

RM

Email

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

Email

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