Clients summary

Base currency: GBP

Client Name

Type of service

AUM, base ccy

Model

No of trades, MTD

No of trades, 3M

No of trades, 1Y

Last rebalancing

Jessica White

Discretionary

5,565,889.00

Balanced

-

-

-

01/03/2020

Jim Tonegate

Execution Only

2,350,600.00

-

15

68

147

-