A case of mis-selling

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...

Road to Recovery

An exercise in turn-around management in Hong Kong Background: Largest fund management firm in Hong Kong at the time discovered that the managing director had undertaken certain activities, which had led to heavy losses for clients. Situation: The company took...

Interest Rate Increase Unlikely

Federal Open Market Committee (FOMC) remains fairly dovish, so an interest-rate increase next month could be unlikely, says Richard Harris, chief executive of Port Shelter Investment Management. (Source: CNBC Asia) Original broadcast date: 20 August 2015 Link to video...