Trustee Investment Complaints and Litigation - A selection of Case Studies


Thursday, 21 January 2021
12.00 - 13.30


,


on-line

Zurich Center

WEBINAR

Speaker(s)
JAMES DAY, Peritus Investment Consultancy
www.peritus.ch

 
James is the Founder and Managing Director of Peritus Investment Consultancy, established to provide independent and impartial guidance to the trust industry, high net worth individuals and family offices.  James regularly assists clients in both the monitoring and selection of their asset managers, more specifically covering investment profiling, strategic and tactical asset allocation and the identification of appropriate top quartile asset managers.
 
He is an Economics graduate of Southampton University, a Fellow of the CISI and a holder of the CIM Diploma.  James commenced his career in London working for an asset management partnership, Earnshaw Haes, before moving to manage portfolios at Morgan Stanley Quilter.  ABN AMRO later hired him to oversee their asset management teams in Jersey and this role grew to also become head of private banking.  Following this, James was hired to create an investment consultancy platform at Ernst and Young prior to establishing Peritus in 2003.  James is a regular participant on Family Office Investment Boards, is a judge for the Wealth Briefing Swiss Awards and Incisive Media Research Awards and is regularly called as an expert witness on Trust Investment related litigation cases.  
 

Topic

Trustee Investment Complaints and Litigation – A selection of Case Studies


Peritus Investment Consultancy has been providing investment consultancy and trustee investment risk management expert witness services to the trust industry for over 20 years.   Some of the areas to be covered will be:
  • Account profiling complaints
  • Manager search and selection
  • Fee distortions and negotiations
  • Trust and Manager conflict of interests
  • Poor performance claims
  • Illiquid assets / Private equity
  • Alternatives / Structured product claims
  • Policy and procedure breaches and failings
Practical solutions to each case will be discussed as well as a brief refresher on the key investment facets of the Crociani judgment.


Fee
Webinar price CHF 40.00 Full Member
 
Webinar price CHF 30.00 STEP Student
 
Webinar price CHF 50.00 non-Member

CPD
1 ½ hour towards CPD obligation

Register
events@step-ch-fl.com by 19.01.2021

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