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List of every expert witness claiming expertise in Investments

This list shows every expert witness in the UK Register of Expert Witnesses who claims expertise in Investments. Click on any expert witness to view full details. You may prefer to interactively search the Register.

Mr Goodyer in NEW MILTON
Investment risk assessment • Investment objective & strategy review • Investment advice review • Investment bonds • Investment performance analysis • Portfolio management • Pension investment management • Asset allocation • Quantitative analysis • Fund or stock selection & suitability • PEP & ISA performance & risk assessment • Index-linked investments • Passive investment • Active investment • Unit trusts & OEICs • Investment trusts • Offshore funds • Life assurance funds • Index tracking • Pension review • TEPs • Trust portfolios ...
Mr Grainger in LONDON
Compliance with UK financial services rules & regulations • Financial planning matters, including pensions, investments, savings, life assurance & the advisory process & standards
Mr Robertson in SELKIRK
Training & competence rules & schemes under FCA • Compliance rules & schemes under FCA • Disputes involving dismissal or supervision • Matters relating to appropriate advice • Fitness & properness • Fraud/theft of client funds • Senior management accountability under FCA • Negligent references • Specific knowledge of training & competence rules & schemes & compliance rules & schemes relating to all regulated companies, individuals & IFAs • Reports & court appearances undertaken (plaintiff & defendant), including ...
Mr Jaquiss in SALISBURY
Commercial & investment banking services, including: • Application & governance of derivatives • Regulatory requirements of regulated product • MiFID & Basle applications • Commercial loan concerns • Pricing & valuations of derivatives • Mis-selling of loan & derivative contracts apropos of their regulation • Dispute resolution of commercial banking agreements • LIBOR & foreign exchange submission governance • Asset & liability management within banks
Dr Walford in LONDON
Private banking • Investment management • Asset allocation • Wealth management • Loans, mortgages, overdrafts • Regulation • On-shore off-shore issues • Insider dealing • Criminal: confiscation of assets, regulatory rule breaches, money laundering • Banking: property lending (commercial & residential) • Tax • Building & construction • Retail banking • Interest rate swaps • Libor-related claims
Dr Wormley in LONDON
Dr Wallace Wormley has more than 30 years of practical experience in the financial services sector. Over the past 11 years, he has provided expert services such as pre-litigation support analysis, reports and testimony on instructions from solicitors and barristers. In particular, he has assisted on cases of dispute resolution and litigation involving wealth management, investments, capital markets and securities trading issues. ...
Mr Brawn in LONDON
The application, pricing & use of derivative products in both asset & liability management, including, but not limited to, use of plain vanilla swaps & options for interest rates (fixed loans, caps, floors), foreign exchange, equities & commodities • Suitability of hedge funds in client portfolios, performance expectations & conduct of respective fund managers • Counterparties to such transactions include institutions, pension funds, private banks, SMEs & private individuals
Mr Clarkson in SALISBURY
Financial services law, regulation and practice • Mis-selling claims relating to investment products, including UCIS, EIS and film partnerships • Governance, risk management and audit • Enforcement action by regulatory authorities • Professional indemnity insurance claims • FOS and FSCS referrals • Experience in giving evidence in High Court and ICC Tribunal • Individual defences and advocacy in disciplinary proceedings • Unregulated Collective Investment Schemes • Film partnerships
Mr Score in LONDON
Roger Score is the 'entry point' contact for OAC & can call on additional staff with experience of acting as experts • Life assurance companies, their finance & their operations • Pension schemes, covering investment, administration & actuarial advice, e.g. the treatment of surplus assets, directors' & executives' pensions, funding calculations & scheme wind-ups • Suitability of investment advice - pensions, life assurance & mortgages • Compensation for unsuitable investment advice • Financial ...
Mr Merriman in GUILDFORD
The use of derivatives, particularly interest rate swaps (mis-selling) & options & FX derivatives, including pricing, valuation, hedging, trading, sales & marketing & applications for corporates, public sector & pension fund clients • 20 years' experience (1993-2013) working at top investment banks, including UBS, Morgan Stanley, Deutsche Bank & Nomura, advising clients on using derivatives • I held several senior managing director roles, including global head of fixed income derivative sales to corporate & ...
Mr Johnson in LONDON
Project finance • Construction • Energy & infrastructure • Quantification of damages • Private equity • Emerging markets • Investment treaty & commercial arbitration Colin has over 20 years' project-related experience, including acting as a lender, equity investor, developer & financial advisor. He has acted as an expert on claims totalling tens of billions of dollars & frequently advises in relation to large projects, project finance & related calculations
Mr Douglas in CAMBRIDGE
Mr Douglas has more than 30 years' experience in the financial sector, working for Deloittes, JP Morgan, NM Rothschild and Cambridge Risk. His areas of expertise include: • Derivatives trading - interest rate, bond, foreign exchange & commodity - in futures, swaps, forwards & options - trading, pricing, valuation & control of risks • Commodities trading - metals & energy (oil & gas) - in derivatives & physical • Risk management - VaR & credit risk models, limits & controls • Hedging - of ...
Mr Levitt in LONDON
RGL Forensics is a multidisciplinary forensic accounting and consulting firm, working for lawyers and insurers to quantify claims in insurance and litigation, determine value and advise on related issues. ...
Mr Rex in LONDON
GBRW Expert Witness is based in the City of London and includes the former practice of Associated Insurance Experts. Since 1995, our directors and associates contracted by us have been instructed as experts in commercial, retail and investment banking, investment management, insurance and reinsurance (broking and underwriting), pensions, stockbroking, trading, derivatives, commodities and HR disputes. ...
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