Trustee investment complaints and litigation – a selection of case studies. 21 January 2021

Host group
Host Left
Hosted by
STEP Zurich Centre
Event Type
Web Event
Date

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.

Speaker:
James Day, Peritus Investment Consultancy

Cost group
Event Cost
Swiss Franc
40.00
Webinar fee for members
Swiss Franc
50.00
Webinar fee for non-members
Swiss Franc
30.00
STEP student
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
1 1/2 hours towards CPD obligation
Download
Payment Options
BACS/Invoice
Contact
Corinne Graf STEP Office Zug
+41 41 727 05 27
[email protected]
Add to Calendar 2021-01-21 00:00:00 2021-01-21 00:00:00 Trustee investment complaints and litigation – a selection of case studies. 21 January 2021 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. Speaker: James Day, Peritus Investment Consultancy STEP Zurich Centre STEP Zurich Centre Europe/London public