Mr Jaquiss in LONDON
Offices in London, Cheshire, Wiltshire, Cornwall Simon has 40 years of experience working in the banking and financial world, having worked in investment and wholesale banks for over 28 years. Throughout this time, Simon built up a huge array of knowledge of different aspects of banking, which he deploys today as the author of expert reports. For the past 12 years, Simon has worked as an expert witness, providing expert reports on a whole wealth of banking and finance issues to the legal profession, for banking...
Mr Knight in BARBY
Trading Experience: Derivatives, equities, FX, crypto, bonds, interest rates, funds, emerging markets, algorithmic trading, pricing, hedging, speculation, arbitrage, spread betting, etc. Product Experience: Structured products, cash and derivatives markets, index-linked notes, futures, options, OTC and listed, exotics, swaps, floating rate loans, fixed-rate loans, structured loans, caps floors, collars, Delta-One, GDRs, ADRs, basket options, barrier options, autocallables, accumulators, CPPI, volatility caps,...
Mr Miller in LONDON
Investment banking • Corporate finance • Mergers & acquisitions • Public takeovers • Equity fund raising • Prospectus standards • Corporate governance • FSA/FCA regulation
Dr Smith in SOLIHULL
All aspects of regulated financial advice, especially pensions and investments, including pension transfers and self-invested pension arrangements • General investment knowledge and impact of psychology and sociology on investor behaviour • As well as working in the financial sector and academic work, I have worked for the Pensions Ombudsman Service for many years
Dr Bateson in LONDON
Investment banking • Capital markets • Derivatives • Fund management • Investment management • Wealth management • Hedge funds • Quantitative investing • Algorithmic trading • Systematic investing • Interest rate swaps • Credit default swaps • Cryptocurrencies • HFT • Artificial intelligence • Alternative data • Trading technology • Information technology • Intellectual property, compliance and operations Since 2017, Dr Bateson has been engaged as an expert witness on legal cases in the UK and US involving financial markets, hedge funds, algorithmic/AI/systematic...
Mr Caldwell in LONDON
Company valuation - expert witness in quantum and damages in dispute, and commercial valuation • International arbitration and bilateral investment treaties • Worldwide litigation • Loss of profits and breach of warranties • Shareholder and joint venture determinations • Single joint expert in high-value matrimonial disputes • Banking and financial services • Oil and gas • Russia and the CIS • Intellectual property • Private company minority share valuation
Mr Ly in LONDON
I am a Chartered Surveyor/Registered Valuer and a Member of the Royal Institution of Chartered Surveyors with over a decade of surveying experience. I also have memberships with the National Association of Estate Agents, the Association of Residential Lettings Agents and The Property Institute. I am familiar with providing FPR25 and CPR35 compliant reports. My expertise is within valuation services, providing valuation reports for a variety of purposes and asset types from standard residential and commercial...
Mr Abbas in LONDON
Private banking & wealth management • Investment banking • Investment management • Graduate recruitment • Middle East & Asia Pacific
Mr Lewisohn in email contact only
Private equity • Corporate finance • Capital-raising • Company valuation James Lewisohn has been engaged as an expert witness by: (i) the Crown Prosecution Service in R -v- Adrian John Eyre , regarding fraudulent capital-raising by a private company; and (ii) Peters & Peters LLP regarding aspects of the valuation of the Formula 1 racing business and its sale to CVC Capital Partners, in Constantin Medien -v- Bayerische Landesbank . Mr Lewisohn began his career as an investment banker with Bear, Stearns & Co in New York,...
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 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 & public sector...
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
Mr Rex in LONDON
In June 2024, GBRW merged its expert practice with Martello Expert Services. The combined group has a track record of over 850 engagements and a database of over 500 experts in banking and finance, capital markets, insurance, energy, trade finance and commodity trading. GBRW Expert Witness has a 15-year track record of providing expert support in the form of expert reports and/or advice in disputes involving banking, investment management, insurance, commodities, derivatives and related areas. Several members...
Mr Bradley in BRISTOL
Mr Bradley has extensive experience in the pension industry in investment, strategy and finance roles. He has recently provided expert advice in relation to: • Investment bank and asset manager foreign exchange charges • Custody bank transition management agreements and fees • Investment management agreements (IMAs) • Custody agreements • Pension scheme consultancy agreements Mr Bradley has in-depth pension and investment experience in the following areas: • Identifying, presenting and implementing flightpath and...