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Andrew
Andrew possesses extensive expertise in Private Banking, Investment Management, and Wealth Management. With a remarkable track record of 28 years in managing Private Banks and close to three decades in the city advising clients on their investment and banking requirements, Andrew has established himself as a seasoned professional. Furthermore, he has gained substantial experience in Swiss, Offshore, and International relationships. Notably, Andrew has successfully handled various complex client scenarios, consistently delivering satisfactory outcomes for all parties involved. His recent engagements encompass assisting financial institutions and clients in areas such as Interest Rate Swaps, Property Lending, and ensuring adherence to Investment Objectives.
Areas of Expertise
- Banking expert witness
- Criminal Money Laundering, Fraud and Insider Dealing expert witness
- Custody expert witness
- Information Technology expert witness
- Investment Management expert witness
- Investment Banking expert witness
- FSA Regulation expert witness
- Lending expert witness
- Mediation
- Arbitration
- International Arbitration
Elisabeth
Elisabeth brings more than two decades of expertise in corporate finance, along with a deep knowledge of equity markets, M&A, and public takeovers. Throughout her career, she has held key management and regulatory roles within various investment banking organizations.
A chartered accountant by profession, Elisabeth kickstarted her corporate finance journey at James Capel, a subsidiary of HSBC known for being the leading stockbroker in terms of market share and the top-rated research firm in London. Her background includes extensive involvement in equity fundraising, M&A activities, and public takeovers, as well as liaising with the Swiss listing authority for the approval of prospectuses and shareholder circulars.
Areas of Expertise
- Investment Management expert witness
- Private Banking & Wealth Management expert witness
- Investment Banking expert witness including:
• Corporate finance
• Mergers & Acquisitions
• Public takeovers
• Equity fund raisings
• Prospectus standards
• Investment banking
• Corporate governance
• FSA/FCA regulation
- Banking expert witness
- Investment Management expert witness
- Private Banking & Wealth Management expert witness
- Investment Banking expert witness including:
• Corporate finance
• Mergers & Acquisitions
• Public takeovers
• Equity fund raisings
• Prospectus standards
• Investment banking
• Corporate governance
• FSA/FCA regulation
- Banking expert witness
- Investment Management expert witness
- Private Banking & Wealth Management expert witness
- Investment Banking expert witness including:
• Corporate finance
• Mergers & Acquisitions
• Public takeovers
• Equity fund raisings
• Prospectus standards
• Investment banking
• Corporate governance
• FSA/FCA regulation
- Banking expert witness
- Investment Management expert witness
- Private Banking & Wealth Management expert witness
- Investment Banking expert witness including:
• Corporate finance
• Mergers & Acquisitions
• Public takeovers
• Equity fund raisings
• Prospectus standards
• Investment banking
• Corporate governance
• FSA/FCA regulation
- Banking expert witness
- Investment Management expert witness
- Private Banking & Wealth Management expert witness
- Investment Banking expert witness including:
- Corporate finance
- Mergers & Acquisitions
- Public takeovers
- Equity fund raisings
- Prospectus standards
- Investment banking
- Corporate governance
- FSA/FCA regulation
Brian. K
Brian is an experienced banker with a strong background in the UK and Indian markets. Over the course of his 19-year career, he has worked with reputable institutions such as Barclays Bank, Halifax/Bank of Scotland Group, Clydesdale Bank, Lloyds Banking Group, and Allied Irish Bank. Additionally, Brian has also worked as an independent contractor, specifically on the Interest Rate Derivative Redress Scheme.
For the past two decades, Brian has focused exclusively on the Commercial (SME) marketplace. His expertise lies in growing lending books in the Larger Loan market, particularly for debts below £20 million. He has successfully assisted management teams in achieving successful exits and has facilitated MBOs for both existing and new customers.
Due to AIB(GB)'s decision to exit the British SME market, Brian played a crucial role in reducing the lending book. He proactively engaged with customers, utilizing market and risk factors, as well as institutional requirements, to ensure a smooth exit for both the loans and customers. As a result, Brian was appointed as the liaison between management and a third-party bank for the sale of the remaining live and active loan book.
Areas of Expertise
- General Banking
- Commercial Lending to the SME market including leveraged finance
- Commercial Real Estate lending (CRE) Development and Investment schemes
- Customer Relationship/Portfolio Management
- Credit underwriting, considerations, and processes for commercial and property lending
- Interest Rate Derivative Mediation – investigation and review of the Point-Of-Sale (POS) discussion and decision outcome
- Liaison between Senior Stakeholders in the sale of a £800 million active loan book including regulatory and legal Off-Boarding/On-Boarding