Expert Witness

Expert witness

We are typically hired by litigation or contentious issue lawyers representing families to give an expert view on what should have happened in an investment portfolio if it had been managed correctly in-line with an agreed investment mandate for the prevailing market conditions during the specified period in question.

The primary issues we see relate to suitability, failure to act, incorrect or vague investment mandates and inadequate communication between beneficiaries and advisors. Documentation is also key. Excessive charges and poor performances are also core considerations and often the trigger for getting lawyers and an expert witness involved.