Experienced Expert Witnesses who has very wide experience in Private Banking, Investment Management issues, Wealth Management and Tax. 

During recent years we have dealt with a multitude of client situations and resolved them to the satisfaction of the parties involved.

A specialist in dispute resolution with financial institutions and over the last few years and has been involved in the following cases with the following themes:

1)	A case brought against a firm of accountants which had been involved with a client who had taken out a multi-currency mortgage.
2)    A portfolio which had been managed with an inappropriate risk profile and substantial costs had been incurred through investment in over risky assets.
3)	Investment managers obligations in the provision of advice.
4)	Investment managers obligations in execution of client instructions.
5)	A reporting error in the quarterly valuations sent to the client, which showed a grossly inflated valuation.
6)	Deduction for US income tax made when client had not completed appropriate documentation.
7)	Investments which had been make which were inappropriate for the client.
8)	Errors where limit orders had not been executed.
9)	Substantial losses incurred through investments in future and options and open derivatives.

Tel: +44 20 7884 1000
Fax: +44 20 7884 1011
Email: enquiries@expert-evidence.com

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