Expert Witness


Professional Investment management Expert Witness services

GHC Capital Markets has expert investment managers with years of experience in managing client assets and they are all practitioners who are fully qualified and are Chartered Wealth Managers. Our investment managers are able to review whether correct investment methods and strategies have been applied to client portfolios and we also have a highly sophisticated quantitative system which can assess volatility risk.

There are always a number of key considerations when reviewing the past performance and management of a client’s portfolio. They are:

  • Review of Investment Objectives
  • Appropriate Benchmarks
  • Investment Performance
  • Appropriateness and Suitability
  • Investment Risk
  • Appropriateness of service
  • Review of investment products
  • Treating customers fairly
  • Fees and charges - Disclosure
  • Clear, Fair and not Misleading role (FCA general principles)

We will always be clear at the outset of any case what are charges will be. Each case is treated on its own merits and we will provide a short form review for a small fee before agreeing to a full service agreement.