Our client was mis-sold high-value financial products by a wealth manager and faced hidden fees, ongoing capital calls and liquidity strain. Discussions with the wealth manager failed to resolve the matter, placing the client at risk.

Neopolis was appointed to resolve the matter and halt further capital calls. We initiated legal investigations, appointed specialist legal team and escalated the matter to senior bank leadership. Neopolis managed to negotiate a private settlement agreement allowing our client to exit investments, avoid litigation, and release capital.