Representative experience

Advised the wealth division of a global bank on a review and harmonization project of its entire global suite of client-facing retail services terms.

Advised a wealth management company on a joint venture to create and distribute new investment products.

Advised Citigroup on the implementation of the EU's Markets in Financial Instruments Directive (MiFID) and its impact on their contract terms.

Advised Standard Chartered Bank on regulatory reviews of financial products marketed in a range of jurisdictions.