Discover our Services
Financial Expertise for Litigation & Arbitration
We provide independent financial expertise in complex disputes involving investments, banking practices, valuation issues, and structured financial products.
Our work supports law firms, arbitration panels, institutional clients and HNWIs with robust, objective quantitative financial analysis and expert witness reports.
Key areas of expertise include:
Assessment of damages arising from the mis-advisory, mis-selling, or investment suitability disputes.
Portfolio reconstruction and benchmarking to analyze portfolio performance and counterfactual outcomes.
Valuation of lending value for collateral assets in the context of margin calls on complex portfolios.
Evaluation of bank risk models’ suitability for portfolios containing complex structured products.
Forensic assessment of the appropriateness of margin call procedures applied by private banks.
Indepenent Portfolio Performance, Risk & Governance Audit
For institutional investors, family offices and HNWIs, we offer independent, audit-style analysis of investment portfolios and governance practices.
We scrutinize performance, risk exposures, valuation methods, fee structures, leverage, and structured products, delivering an unbiased assessment entirely independent from banks, asset managers and product providers.
Our services include:
Quantitative assessment of abnormal returns, for mutual funds or hedge funds.
Expert review of private bank portfolio reporting, fee structures and valuation practices.
Testing of allocation techniques on complex products and portfolios.
Portfolio reporting consolidation across multiple custodians, banks and jurisdictions.
Evaluation of treasury and short-term liquidity management strategies.