He clarifies complex financial services issues in wealth management, such as:
Breach of Fiduciary Duty • Investment Management Fiduciary and Suitability Standards of Care • Asset Management • Private Banking • Hedge Funds • Trusts & Estates • Alternative Investments • Failure to Supervise • Lender Liability • Trustees Fee Determination • Investment Suitability • Unauthorized Trading • Trustee Duty of Impartiality • Investment Due Diligence • Structured Investment Products
Charles W. Ranson has the real world industry experience in the wealth management segment of banking and finance to provide unbiased insight into complex issues in disputes between financial institutions and investors.
Charles is an:
If you require an expert witness who understands how wealth management firms sell their services, deliver advice, execute transactions and provide fiduciary services, asset management, credit products, derivatives, and sophisticated risk management tools, for more details contact Charles W. Ranson.
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