The document provides a financial overview of client relationship flows for Oldfield WMA in May 2017, detailing inflows and outflows in EUR across various clients and products. It includes reasons for these flows, such as derisking, client sentiment, and business as usual activities.
doj/DataSet10/EFTA01427403.pdf
{"title":"Oldfield WMA Client Flow Tracking","document_date":"May 2017","document_type":"tabular","key_locations":["NY"],"document_subtype":"financial data","key_organizations":["SOUTHERN FINANCIAL","THE NATIONAL ORGANI","BOIES FAMILY","THIRD LAKE CAPITAL"],"reference_numbers":["EFTA01427403"]}