We have acted for both plaintiffs and defendants on trading issues, mis-selling, misappropriation, mismanagement of assets, and for many other disputes between parties.
Product research, analysis of the product behaviour, valuations, regulation, assessments of materiality and calculation of quantum are all areas resolved through litigation and arbitration.
We provide independent Expert Witness evidence by researching the facts of the case and conducting our own analyses. The reports are, if necessary, defended in Court or Tribunal by the Expert author.
We can undertake:
Expert Team project management
Quantitative Modelling of financial instruments used
Portfolio Reconstruction, Margin Calculation and Interest Rate assessments
Valuation and quantum calculations for damages
Review the Financial Technology side for issues
Trade Analysis and review of documentation
We are markets specialists and approach all of these issues from a position of standard market practice. Finance is a challenging field and requires specialists with decades of experience.
Sadly, this is a big area of dispute which might incorporate:
Portfolio management, asset allocation, portfolio risk and back-analysis
Poor due diligence and selection of investments
Investments that are not suitable for the client
Analysis of poor or misleading advice
Private equity portfolio management
Adviser acting without being subject to official regulatory approval in the jurisdiction
It should be remembered that it is very difficult to gain recompense for adviser incompetence as opposed to fraud or negligence – please take legal or other professional advice as necessary.