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  3. Professional Indemnity

Financial Services

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Our specialist financial professions team is renowned for its financial services and dispute resolution capabilities.

We advise insurers on coverage in relation to claims against investment advisers, asset managers and hedge funds.

We have considerable experience in drafting polices dealing with coverage issues and advising insurers and the insured on the defence of complex claims, in what is a continually changing and expanding.

Our team provides focused risk management and advice tailored to the commercial, regulatory and reputational pressures financial professionals face. We can provide general errors and omissions risk management and pre-litigation risk mitigation advisory services to professional firms. We also advise insurers active in the professional liability market on policy drafting, and offer monitoring, coverage and claims notification agency services.

Our Financial Services Work

  • All
  • UK & Europe

  • Dissolving a partnership and damages for negligence

    Advised on a High Court partnership dispute as to whether a partnership had been dissolved and damages for negligence. This claim was brought by our client, a solicitors firm, against one of its partners. It also brought separate defamation proceedings. The departing partner brought an Employment Tribunal claim in response.

    United Kingdom

    Employee-partnership disputes arising from merger

    Advising our client on a number of complex employee/partner related matters arising out of the merger of two accountancy firms, and subsequent restructuring, which included a TUPE transfer of the business.

    United Kingdom

    Mergers, team moves and partnership disputes

    Advising a client on a number of complex employee/partner related matters arising out of the merger of two accountancy firms, and subsequent restructuring, which included a TUPE transfer of the business.

    The merger triggered exits from 6 teams of partners and their staff at multiple locations across the UK. We provided urgent advice to the newly merged entity in relation to the protection of its business interests.

    United Kingdom

    Partnership and employment issues in sale of business

    Advising a major law firm in relation to complex partnership and employment issues in relation to the sale of part of its business to another firm; involving an assessment of different categories of partner, and advice on transitioning of partners (to retain value in the business, and protection of its assets).

    United Kingdom

  • Dissolving a partnership and damages for negligence

    Advised on a High Court partnership dispute as to whether a partnership had been dissolved and damages for negligence. This claim was brought by our client, a solicitors firm, against one of its partners. It also brought separate defamation proceedings. The departing partner brought an Employment Tribunal claim in response.

    United Kingdom

    Employee-partnership disputes arising from merger

    Advising our client on a number of complex employee/partner related matters arising out of the merger of two accountancy firms, and subsequent restructuring, which included a TUPE transfer of the business.

    United Kingdom

    Mergers, team moves and partnership disputes

    Advising a client on a number of complex employee/partner related matters arising out of the merger of two accountancy firms, and subsequent restructuring, which included a TUPE transfer of the business.

    The merger triggered exits from 6 teams of partners and their staff at multiple locations across the UK. We provided urgent advice to the newly merged entity in relation to the protection of its business interests.

    United Kingdom

    Partnership and employment issues in sale of business

    Advising a major law firm in relation to complex partnership and employment issues in relation to the sale of part of its business to another firm; involving an assessment of different categories of partner, and advice on transitioning of partners (to retain value in the business, and protection of its assets).

    United Kingdom

Our Financial Services team

James Cooper
James Cooper

Partner

James Preece
James Preece

Partner

David Méheut
David Méheut

Partner

Dr. Henning Schaloske
Dr. Henning Schaloske

Partner

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