This document tracks the client relationship flow for Oldfield WMA in May 2017, detailing inflows and outflows in EUR across various clients and products. It includes reasons for inflows/outflows such as derisking, client sentiment, and business as usual activities.
doj/DataSet10/EFTA01419517.pdf
{"title":"Oldfield WMA Client Flow Tracking","document_date":"May 2017","document_type":"tabular","key_locations":["NY"],"document_subtype":"Client Flow Tracking","key_organizations":["SOUTHERN FINANCIAL","THE NATIONAL ORGANI","BOIES FAMILY","THIRD LAKE CAPITAL"],"reference_numbers":["EFTA01419517"]}