This is the second of a special two-part mini-series of Stewarts Soundbites aimed at those acting on behalf of seriously injured clients as property and financial affairs deputies.
Emma Lyons spoke to Mark Holt, chief operating officer of Frenkel Topping. In this episode, Mark explained the key due diligence considerations that should be taken into account when instructing an independent financial advisor or discretionary fund manager. He explored how deputies can go about challenging and comparing investment performances in P’s (patient’s) best interests.
Mark and Emma discussed the key considerations in deciding upon the best investment routes, including an exploration of onshore versus offshore investments.
Watch the recording here.
If you missed the first episode, discussing periodical payment orders v lump sum settlements in catastrophic injury, you can watch it here.
About the guest speaker
Mark Holt, Chief Operating Officer, Frenkel Topping
Mark is the lead director for Frenkel Topping Limited and Obiter Wealth Management and manages both the internal staff, including the expert witness report writers, para planners and the new business writing team. In addition to which Mark manages a number of the Company’s strategic accounts and has been a key player in the Company’s growth to date.
Mark is widely recognised throughout the industry for his expertise in advising on large loss complex claims and the analysis of periodical payment orders and is a guest speaker at many national conferences. Of recent times Mark has also been called upon to meet with the Ministry of Justice to assist in developing a ‘Call for Evidence’ from various sources.
Previous Stewarts Soundbite episodes
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