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 Expert  727574

Expert in Investment Performance Analysis, Products, Research, Expert Witness Reports


Available for your Consulting and Expert Witness Needs

United Kingdom
Education Work History Career Accomplishments Consulting Services Expert Witness

Summary of Expertise:

Listed with other top experts in: 

Expert is experienced in regard to initial and ongoing Investment advice including Risk/Return investment performance analysis of Investment Portfolios, Pension Funds, Equities, Bonds and Mutual Funds. Expert has advised many investment companies, Trust companies and Lawyers in regard to detailed and specific matters relating to Investment portfolios, management and advice.

Expert has 27 years in investment-related financial services and advice and is IMC qualified (UKCFA Level 3 Certificate in Investment Management). He currently holds the Pension Management Institute Level 3 certificate in Pension Trusteeship. He is the Writer of Investment related Expert Witness reports for more than 5 years and is a Member of UK Society of Investment Professionals (formally UKSIP, now CFA UK), the Chartered Insurance Institute, the Academy of Experts and the Expert Witness Institute. Expert is trained to CPR35 standard and attained the Cardiff University Bond Solon (CUBS) Expert Witness certificate. He has attended court on three occasions and two mediation sessions, and was co editor/contributor to the Ansbacher Guide to Wealth Management 2007. Furthermore, he is the author of a number of published investment performance and risk related articles and was a Key note speaker at an offshore investment seminar looking at investment risk rewards for trusts and trustees. Expert has been an advisor to FIMBRA, PIA, and FSA on investment performance monitoring issues and is a Member of the Pensions Trustee Education Committee, Communications Working Group.

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financial planning

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international investment

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investment

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investment dispute

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investment management

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investment research

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mutual fund

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pension fund

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portfolio

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portfolio management


Show Secondary and Basic Areas of Expertise

Education:
Year   Degree   Subject   Institution  
2006   Certificate in Investment Management   Investment Management   CFA  
2006   Level 3 Award in Pension Trusteeship   Pensions   PMI  

Work History:
Years   Employer   Department   Title   Responsibilities

2001 to 2009

 

The Investment Research Partnership

 

Research

 

Senior Partner

 

He is the proprietor of The Investment Research Partnership.

1987 to 2001

 

S&P

 

Technical Sales and Support

 

Associate Director

 

Expert was technical sales and support to senior institutional customers throughout the UK, Channel Islands and Northern Europe. Predominantly dealing with Investment Directors, Marketing Managers and Investment managers of Mutual funds.


Career Accomplishments:
Associations/Societies

Member of UK Society of Investment Professionals (formally UKSIP, now CFA UK); the Chartered Insurance Institute; the Academy of Experts; the Expert Witness Institute

Licenses/Certifications

UKSIP Level 3 Certificate in Investment Management (now known as the UK CFA); Pension Management Institute Level 3 certificate in Pension Trusteeship; Cardiff University Bond Solon (CUBS) Expert Witness certificate

Professional Appointments

Co editor/contributor to the Ansbacher Guide to Wealth Management 2007; Key note speaker at an off shore investment seminar looking at investment risk rewards for trusts and trustees; Author of a number of published investment performance and risk related articles


Consulting Services:
Selected Consulting Examples:
  • Norwich Union Life. Review of marketing processes in 7 different marketing teams including compliance. April – May 2008.
  • Skandia Global Funds. International Web Site Development Director. October 2001 to April 2004. Geographical areas covered - UK , USA , Ireland and Scandinavia • Designed, specified and managed the content and development of a new web site for the international Fund's division of the Skandia Group known as Skandia Global Funds.This was a global project covering major markets around the worldContent focused on investment returns, risk, quantitative analysis The site was focussed on information requirements for institutional and retail customersThe site was customised to the marketing needs of each location including compliance, language and currencyProject now complete. Site address www.skandiaglobalfunds.com
  • Standard and Poors. Specialised report writing for corporate clients of S&P, January 2001 to present. Geographical areas covered - Global.• Preparing and maintaining reports required by clients of S&P with specific needs and objectives. • Clients range from university academics to large corporate investment companies and banks globally. • Advising and assisting clients on the report objectives they had, including marketing, research and academia.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Expert has 27 years in investment related financial services and advice. He has written Investment related Expert Witness reports for more than 5 years writing more than 40 reports. Case values range from £50,000 to £23,000,000. He has acted for claimants and defense of high profile clients including many international banks. He is a member of the Academy of Experts and the Expert Witness Institute. He is trained to CPR35 standard and attained the Cardiff University Bond Solon (CUBS) Expert Witness certificate. Expert has attended court on three occasions and two mediation sessions. Expert has been an advisor to FIMBRA, PIA, and FSA on investment performance monitoring issues.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
2001 to 2001   Sweden   Expert reviewed investment data sources and potential customers for S&P. New business development project. Also included Finland, Denmark and Norway.
2002 to 2004   USA - Global   Expert analysed, on behalf of Skandia Global funds, investment marketing requirements for NON US domiciled mutual funds and from this developed an international web site for marketing to US based but non domiciled brokers and customers. The project was multi lingual, multi currency requiring input from 5 international but different sources.

Additional Skills and Services:
Other Skills and Services

Expert is a member of the Pensions Trustee Education Committee, Communications Working Group. Expert is IMC qualified (UKCFA Level 3 Certificate in Investment Management). Expert holds the Pension Management Institute Level 3 certificate in Pension Trusteeship. Co editor/contributor to the Ansbacher Guide to Wealth Management 2007. Author of a number of published investment performance and risk related articles. Key note speaker at an off shore investment seminar looking at investment risk rewards for trusts and trustees.


 

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