Graham v Lynch & ors WTLR(w) 2021-09

Wills & Trusts Law Reports | Web Only

Worthing & anr v Lloyds Bank plc [2015] EWHC 2836 (QB)

Wills & Trusts Law Reports | January/February 2016 #156

The claimants had been customers of the defendant bank since 2000. Following the sale of their business in September 2006 for £5m, their bank manager arranged an introduction to the defendant’s Mayfair banking service, which was the division providing banking services to ultra-high-net-worth individuals for the purpose of receiving advice regarding the investment of the proceeds. The defendant sought information about the claimants’ financial circumstances and asked a series of questions designed to identify their appetite and capacity for risk. The defendant then produced a ...