Clients
8 clients in your book
| Client | Risk | Mandate | KYC | Portfolio | Pos. | |
|---|---|---|---|---|---|---|
AS Anna Schmitt anna.schmitt@example.de | balanced | 2.150.000 € | complete | 100.000 € | 5 | |
TS Tobias Schmitt tobias.schmitt@example.de | conservative | 1.780.000 € | complete | 50.000 € | 2 | |
LW Lukas Weber lukas.weber@example.de | growth | 155.000 € | complete | 15.500 € | 2 | |
CH Clara Hoffmann clara.hoffmann@example.de | balanced | 382.000 € | complete | 38.200 € | 2 | |
FB Friedrich Braun friedrich.braun@example.de | conservative | 8.540.000 € | complete | 854.000 € | 2 | |
SF Sophia Fischer sophia.fischer@example.com | growth | 640.000 € | complete | 64.000 € | 2 | |
JK Jonas Keller jonas.keller@example.de | balanced | 287.000 € | complete | 28.700 € | 2 | |
MR Marlene Richter marlene.richter@example.de | conservative | 1.220.000 € | complete | 122.000 € | 2 |