The document is a financial report listing the top 50 wealth management relationships by revenue for May YTD 2014. It includes details such as revenue rank, relationship name, banker, sub-GMT, May YTD revenues, and CBVs (excluding custody).
documents/vol00010-efta01460766-pdf.pdf
{"title":"Top 50 WM Relationships by Revenue","key_people":["Rosemary Vrablic","Joanne Jensen","Terrence Tangney","Cheryl Paller","Malcolm Kimble","Terri Sohrab"],"document_date":"2014","document_type":"tabular","document_subtype":"financial report","key_organizations":["ICAHN & FAMILY","KROENKE GROUP","HARBOURVEST PARTNER","HIRTLE CALLAGHAN &","WOLFSON","SILLERMAN ROBERT FX","MURDOCK FDTN","GOLUB CAPITAL","CERBERUS CAPITAL","UNIVERSAL"]}