Financial Services

Simplifying the complex.

Our team of former financial services professionals, journalists, lawyers, buy- and sell-side analysts, policymakers, and media relations managers, understand first-hand the unique challenges and opportunities financial services companies face today. From providing counsel through high-profile regulatory hearings to legal disputes and arbitration, launching new products and business lines, our team of experts work with global banks, assets managers, and more to protect and enhance our client’s value.

Dan Hunter
Senior Managing Director
Americas
[email protected]

Neil Doyle
Senior Managing Director
EMEA
[email protected]

Joanne Wong
Senior Managing Director
APAC
[email protected]

Reset
,
Spotlight on Sustainability Series: Betterment’s CEO Sarah Levy

June 16, 2021 — Betterment’s CEO, Sarah Levy, discusses Betterment’s ESG strategies, its customer demand for sus...

,
The Reddit Rally: What the Short Squeeze Saga Means for your Company’s Reputation

February 17, 2021 — A few weeks ago, the share price of select stocks skyrocketed thanks to heightened demand from retai...

Private Equity Investment in Latin America’s Fintech Sector

December 10, 2020 — It’s no surprise that COVID-19 has shrouded Latin America’s investment outlook in uncertainty: t...

,
November Outlook: Financial Transaction Tax Grows from Local to National Threat

October 19, 2020 — The recent rapid threat of an exchange tax moving in New Jersey serves as a warning for the financia...