11
Shared Docs
11
Same-Page
11 / 11
Mentions
From: Tanushree Kirti Sent: 11 October 2018 08:43 To: Victoria Bruce Subject: FW: Family Office Initiative - Follow Up (I] (SC] Classification: Strictly Confidential FYI — as background to yesterday's conversation
mentation Programme Manager Tel. + Mobil Email 'WM From: Tanushree Kirti Sent: 17 September 2018 15:15 To: lain Macara ; Clifford Fourie Cc: Oliver Bettin Christopher Whyton Katherine Stead Max Kleinert Victoria Bruce Subject: RE: Family Office Initiative - Follow Up [I) [SC] Classification: Stric
lain Macara Sent: 17 September 2018 14:55 To: Tanushree Ki >; Clifford Fourie < Cc: Oliver Bettin Christopher Whyton ; Katherine Stead >; Victoria Bruce Max Kleinert < Subject: RE: Family Office Initiative - Follow Up [I] OK — maybe I'm mistaken but the only list I remember seeing was a mix of vari
From: lain Macara Sent: 17 September 2018 14:55 To: Tanushree Ki >; Clifford Fourie < Cc: Oliver Bettin Christopher Whyton ; Katherine Stead >; Victoria Bruce Max Kleinert < Subject: RE: Family Office Initiative - Follow Up [I] OK — maybe I'm
Sent: 17 September 2018 14:12 To: Tanushree Kirti Clifford Fourie Cc: Oliver Bettin < Christopher Whyton Katherine Stead Max Kleinert Victoria Bruce Subject: RE: Family Office Initiative - Follow Up [IJ Hi all, Just to add there was the additional step of Stefan/Louise approval we discussed for
Director WM Mercury Implementation Programme Manager From: lain Macara Sent: 17 September 2018 14:12 To: Tanushree Kirti Clifford Fourie Cc: Oliver Bettin < Christopher Whyton Katherine Stead Max Kleinert Victoria Bruce Subject: RE: Family Office Initiative - Follow Up [IJ Hi all, Just to a
Cc: Oliver Bettin < >; Christopher Whyton < >; Max Kleinert Subject: RE: Family Office Initiative - Follow Up [Ij [SC) ; Victoria Bruce < >; Katherine Stead Classification: Strictly Confidential This is the current list with the actions we have been working with post discussions wi
Cc: Oliver Bettin < >; Christopher Whyton < >; Max Kleinert Subject: RE: Family Office Initiative - Follow Up [Ij [SC) ; Victoria Bruce < >; Katherine Stead Clas
ntral client selection team to turn those cases to green as they require different set of approvals. In the meantime, we have a new KCP COO in WM — Victoria Bruce (ced), who will address the longer term solution of getting direct access for KCP clients. Best, Tanu Tanu Kirti Director WM Mercury Implementa
Manager Tel. +44 20 754-76766 Mobil e."11~ Email Mercury an myDEr From: Clifford Fourie Sent: 17 September 2018 13:49 To: Tanushree Kirti Cc: Oliver Bettin < , Christopher Whyton < >; Max Kleinert Subject: RE: Family Office Initiative - Follow Up [I] Aamir Akram < >- Katherine Stead lain Macara Cl
: lain Macara < >• Clifford Fourie Cc: Oliver Bettin iliopher Whyton Max Kleinert Subject: RE: Family Office Initiative - Follow Up [I] [SC] >; Victoria Bruce Katherine Stead Classification: Strictly Confidential This is the current list with the actions we have been working with post discussions with Az
Manager Tel. « Mobile Email 7WM._MeMLIM.OP MY. From: Tanushree Kirti Sent: 17 September 2018 15:15 To: lain Macara < >• Clifford Fourie Cc: Oliver Bettin iliopher Whyton Max Kleinert Subject: RE: Family Office Initiative - Follow Up [I] [SC] >; Victoria Bruce Katherine Stead Classification: Stric
therine Stead Max Kleinert Subject: RE: Family Office Initiative - Follow Up (I) Classification: For Internal use only Hi Clifford, lain Macara Victoria Bruce The WM list of clients that require ICG coverage was discussed with lain Macara and team and it was agreed that WM will review the red and amber cl
that are red for ICG but for which WM will need ICG support? Thanks From: Tanushree Kirti Sent: 17 September 2018 13:55 To: Clifford Fourie Cc: Oliver Bettin Christopher Whyto Katherine Stead Max Kleinert Subject: RE: Family Office Initiative - Follow Up (I) Classification: For Internal use only Hi C
anushree Kirti Sent: 17 September 2018 15:15 To: lain Macara lifford Fourie Cc: Oliver Bettin Christopher Whyton Katherine Stead Max Kleinert Victoria Bruce Subject: RE: Family Office Initiative - Follow Up [SC) Classification: Strictly Confidential This is the current list with the actions we have be
From: Tanushree Kirti Sent: 17 September 2018 15:15 To: lain Macara lifford Fourie Cc: Oliver Bettin Christopher Whyton Katherine Stead Max Kleinert Victoria Bruce Subject: RE: Family Office Initiative - Follow Up [SC) Classification: Strictly
ntral client selection team to turn those cases to green as they require different set of approvals. In the meantime, we have a new KCP COO in WM — Victoria Bruce (cc'd), who will address the longer term solution of getting direct access for KCP clients. Best, Tanu Tanu Kirti Director WM Mercury Implement
me Manager Tel. +44 20 754-76766 Mobile Emai 'WM Mercury on my!jla From: Clifford Fourie Sent: 17 September 2018 13:49 To: Tanushree Kirti Cc: Oliver Bettin < >; ' >. Katherine Stead >; Max Kleinert ; Aamir Akra lain Macara Subject: RE: Family Office Initiative - Follow Up [I] Classification: For I
ment 70 Victoria Street. SW1E 6SO London. United Kingdom Tel. 44 207 54-18113 Mob. Email From: Tanushree Kirti Sent: 11 October 2018 08:43 To: Victoria Bruce < Subject: FW: Family Office Initiative - Follow Up [I] [SC] Classification: Strictly Confidential FYI — as background to yesterday's conversation
el. +4 . Mobil Email . 'WM Mercury on mytxr From: Tanushree Kirti Sent: 17 September 2018 15:15 To: lain Macara <->; Clifford Fourie < Cc: Oliver Bettin <oliver.bettinPdb.corn>- Christopher Whyton >; Katherine Stead >; Max Kleinert < >; Victoria Bruce Subject: RE: Family Office Initiative - Follow
Entities connected to both Victoria Bruce and Oliver Bettin
Max Kleinert
PERSONTanu Kirti
PERSONKatherine Stead
PERSONTanushree Kirti
PERSONChristopher Whyton
PERSON
Ghislaine Maxwell
PERSONMacara
LOCATIONNina Tona
PERSONClifford Fourie
PERSON
Green
PERSONWhyton
PERSONAamir Akram
PERSONKCP US
ORGANIZATIONMobil
ORGANIZATIONKCP COO
ORGANIZATIONXavier Avila's
PERSONWM ACO
PERSONWM Mercury
PERSONWM EMEA
PERSONClifford
PERSON