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 ...

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

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