Law Firms

You may have already dealt with a dispute or litigation between a client and his portfolio manager relating to the management of the wealth.

Whether on the client side or the manager, the analysis of the management decisions and their quantified impacts will be crucial elements in the evaluation of the responsibilities of each party.

If the legal aspects are your specialty, our knowledge of financial instruments, our analysis tools and our ability to reconstruct the evolution of a portfolio over time, will enable you to verify the proper execution of a mandate and to identify precisely any discrepancies in management.

Thus, you will benefit from a clear view of the financial aspects of this type of case.

Our past and current mandates focus on the following themes:

  • Description of management mandates
  • Analysis of structured products
  • Portfolio analysis
  • Violation of restrictions
  • Impact on performance
  • Analysis of fees and commissions