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Expert Witness
Writings/ Broadcastings
Where inequality lives
The coronavirus is exposing the divisions in our city and showing up how little the government has done to address the problem. In the SCMP: Coronavirus has pulled the Gini out of the bottle One of the most disturbing events this week was the late diagnosis of a young woman who had been to her…
There’s Life in China markets – Bloomberg TV, 16 Aug 16
Bloomberg 16 Aug 16 Richard Harris, chief executive officer at Port Shelter Investment Management, discusses the Chinese markets, emerging market bonds and why he’s avoiding the bond market. He speaks to Bloomberg’s Yvonne Man on “Asia Edge.” (Source: Bloomberg)
Case Studies
Penetrating the London Fog
Global model portfolios for global people Background: An Investment Manager had a billion dollar book of private clients who were located offshore and administered through the Channel Islands back office. Situation: The clients located all around the world had come to the Manager initially through the acquisition of a UK-centred unit of a large bank,…
A case of mis-selling
Background: The client had been involved in a mis-selling case with a large bank. Situation: The client’s portfolio made substantial losses, despite her being given the impression that her account was protected from substantial losses. Action: A detailed report was written outlining what had been done and what should have been done by the bank. …