Discussion on Wealth Management (WM) clients needing Global Markets (GM) product coverage, with Wealth defining a client perimeter and assigning Account Coverage Officers (ACOs). The document addresses the relationship between Wealth and Institutional Clients Group (ICG) regarding client coverage, and the need for a new Service Level Agreement (SLA) under new management.
documents/vol00010-efta01362633-pdf.pdf
{"title":"Family Office Initiative - Follow Up [II]","key_people":["Katherine Stead","Aamir Akram","Clifford Fourie","Max Kleinert","Oliver Bettin","Iain Macara","Tanushree","Stefan","Louise","Katherine","Yanni Pipilis","Stefan Hoops","Todd"],"document_date":"2018-07-19","document_type":"correspondence","key_organizations":["Wealth Management","Global Markets","Institutional Clients Group","KCP","Mercury programme","WIS desk"],"reference_numbers":["DB-SDNY-0052129","SDNY_GM_00198313","EFTA01362633"]}