Discussion about clients in ICG and WM, focusing on coverage and client status. WM is reviewing red and amber clients to ensure they are turned green before acceptance by Iain's team. Victoria Bruce is the new KCP COO in WM to address long-term solutions.
documents/vol00010-efta01362631-pdf.pdf
{"title":"Family Office Initiative - Follow Up","key_people":["Tanushree Kirti","Clifford Fourie","Oliver Bettin","Christopher Whyton","Katherine Stead","Max Kleinert","Iain Macara","Victoria Bruce"],"document_date":"2018-09-17","document_type":"correspondence","document_subtype":"internal memo","key_organizations":["ICG","WM","CIB","KCP"],"reference_numbers":["DB-SDNY-0052127","SDNY_GM_00198311","EFTA01362631"]}