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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
-
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