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Search Results (5 clients found)
| ID | Name | Status | KYC Status | Age | Net Worth | Investment Interests | Assigned Staff | Owner Staff | Introducer Company | Introducer Contact | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Robert Anderson | robert.anderson@email.com | Active | Completed | 48 | USD 5,200,000.00 | Equities, Sustainable Energy, Real Estate, Private... | John Smith | John Smith | Premier Wealth Advisors | John Sterling | View |
| 3 | William Chen | william.chen@email.com | Active | In Progress | 55 | GBP 15,000,000.00 | Venture Capital, Private Equity, Startups, Cryptoc... | Michael Brown | Michael Brown | Global Investment Partners | Sarah Chen | View |
| 6 | Sophie Dubois | sophie.dubois@email.com | Active | Completed | 41 | EUR 3,200,000.00 | Real Estate, Luxury Goods, Bonds, Art Investment | John Smith | Unassigned | N/A | N/A | View |
| 2 | Jennifer Martinez | j.martinez@email.com | Active | Completed | 38 | USD 1,800,000.00 | Healthcare, Bonds, Mutual Funds, Index Funds | Sarah Johnson | Sarah Johnson | Global Investment Partners | Sarah Chen | View |
| 4 | Maria Schmidt | maria.schmidt@email.com | Active | Completed | 33 | EUR 280,000.00 | Index Funds, Technology Stocks, ETFs, Sustainable ... | Emily Davis | Unassigned | N/A | N/A | View |