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Since joining an independent Human Resources Consultancy in 2003, Expert has taken instructions as an Expert Witness from lawyers acting for both plaintiffs and defendants. Expert prepares career employment and compensation reports in connection with personal injury, medical malpractice, divorce, corporate and employment litigation, in which he has also testified.

Additionally Expert carries out a wide range of HR consulting activities within Financial Services and various other industries. These include projects undertaken in Asset Management, Investment Banking, Education, Engineering, Head Hunting, Hedge Funds, Leisure, Private Equity, Property, Telecommunications and Wealth Management. The assignments have been varied but include mandates in the remuneration, redundancy and pension areas, such as:

• Reviewing and recommending total remuneration structures;
• Advising on long term incentive strategies;
• Re-structuring a business management team;
• Coaching “in house” HR managers;
• Providing HR consultancy to Private Equity investee companies in various business sectors;
• Acting as an independent European HR Director;
• Advising the Remuneration Committee Chairman of a FTSE 350 regarding compensation best practise;
• Preparing a remuneration structure for a CEO hire and
• Assisting in the recruitment of a Wealth Management team.

Prior to joining his expert firm, Expert was employed in the Financial Services Industry for over 30 years, working for S.G. Warburg Group plc, Mercury Asset Management Group plc and Merrill Lynch Europe plc.
Expert was involved in all aspects of HR with particular emphasis regarding remuneration, benefits, payroll and policy.

Expert was a member of the S.G. Warburg integration committee (“Big Bang”) when the business was merged with Akroyd & Smithers, Mullins and Rowe & Pitman and a key responsibility was the harmonization of the remuneration and benefits strategy. In 1989 Expert transferred to Mercury Asset Management to establish a dedicated asset management HR function and subsequently became the Head of HR for Mercury Asset Management, working for the Chairman and the non-executive directors who constituted the Senior Appointments and Remuneration Committee. Expert was responsible for the delivery of the Mercury Asset Management remuneration strategy and this involved establishing both approved and unapproved share schemes. The role was closely aligned to the business giving him the opportunity to work with both the Deputy Chairman and Chief Investment Officer.

In 1998 Expert became a member of the takeover team negotiating with Merrill Lynch the remuneration and “lock in” strategy. After the takeover Expert worked to align the Mercury Asset Management benefits with the Merrill Lynch total remuneration model. He was extensively involved in a complex pension integration, resulting in the Mercury Asset Management Scheme becoming part of the Merrill Lynch UK Pension Plan in 1999.


Expert for Personal Injury litigation - Plaintiff. Provided expert services in a personal injury case following a fatal accident involving an investment banker. This involved an evaluation of the banker’s entire career path and projection of future of loss of earnings. As a result his defendants received very substantial damages in recognition of his significant skills, experience and proven track record as a financial services professional. Expert for Divorce Litigation.
Career evaluation provided in connection with complicated divorce proceedings for a New York Hedge Fund Manager. Following his redundancy in the recent economic crisis, it was necessary to determine his future job prospects in the US and Europe, together with potential compensation, following which he was able to mitigate his divorce settlement. Expert for Employment contract dispute - Defendant.
Reviewed the long term incentive program for a major US industrial corporation following a discrimination claim brought against them by a former employee whose incentives had been lapsed on leaving service. Assisted the Employment Tribunal with written evidence and oral testimony regarding the definition and consequences of career retirement, as established under the company’s long term incentive scheme rules.HR Consulting case - Remuneration review.
Retained by a property management company as independent remuneration consultants, to develop annual pay review proposals. Established recommendations for the Remuneration Committee including salaries, bonuses and long term incentives following extensive benchmarking using external surveys. Completed a comprehensive analysis of their benefit structure including car allowances, pension, medical and life assurance provision.