Marcus specialises in private and commercial trust and fund disputes resolved in litigation or arbitration.  He has particular expertise in cross-border disputes concerning private and commercial funds involving the duties of investment managers, trustees, banks and other financial intermediaries, and the rights of investors and beneficiaries in specific assets and funds of property.

Marcus was instructed by Her Majesty’s Revenue & Customs to advise on and assist in negotiating the Liechtenstein disclosure facility with the Government of Liechtenstein.

These are some of the recent and reported cases in which Marcus has appeared

Vendort Traders Inc v Evrostroy Grupp LLC

[2016] UKPC 15

  • Privy Council (British Virgin Islands)

Involving: arbitration awards; British Virgin Islands; fraud; fresh evidence; share purchases in Russian companies; statutory demands; financial fraud. Marcus also appeared in the BVI Court of Appeal and at first instance in this case.

 

Labrouche v Frey

[2016] EWHC 268 (Ch)

  • Chancery Division

Involving: breach of trust; tax planning; testators; trust administration; trustees

 

Rubin v Eurofinance SA

[2012] UKSC 46; [2013] 1 A.C. 236; [2011] 2 W.L.R. 121; [2011] 1 All E.R. (Comm) 287; [2011] Bus. L.R. 84; [2011] C.P. Rep. 2; [2011] B.C.C. 649; [2011] 2 B.C.L.C. 473; [2011] B.P.I.R. 1110; (2010) 160 N.L.J. 1192; Times, October 5, 2010

  • Supreme Court

Involving: avoidance; cross-border insolvency; enforcement; foreign judgments; insolvency proceedings; recognition of judgments

 

Frey v Labrouche

[2012] EWCA Civ 881; [2012] 1 W.L.R. 3160; (2012) 162 N.L.J. 934

  • Court of Appeal (Civil Division)

Involving: courts’ powers and duties; judicial decision-making; right to be heard; striking out; trustees; trustees’ powers and duties

 

Al Sadik v Investcorp Bank BSC

[2012] (1) CILR 451

  • Grand Court of the Cayman Islands

Involving: scope and content of fiduciary obligations of investment advisers; hedge funds investment; breach of discretionary investment power; loss flowing breach from breach

 

Global Distressed Alpha Fund 1 Ltd Partnership v PT Bakrie Investindo

[2011] EWHC 256 (Comm); [2011] 1 W.L.R. 2038; [2011] 2 All E.R. (Comm) 385; [2011] Bus. L.R. 970; [2011] 2 B.C.L.C. 275; [2011] B.P.I.R. 644

  • Queen’s Bench Division (Commercial Court)

Involving: applicable law; guarantees; interest; loan notes; negotiable instruments; holders in due course

 

Re Lehman Brothers International (Europe) (In Administration)

[2009] B.C.C. 632  [2009] Bus. L.R. D28

  • Chancery Division (Companies Court), 24 November 2008

Involving: administration; administrators’ powers and duties; creditors; information; investment banks; investment funds; jurisdiction; proprietary interests; securities; security; trust property

 

A v B (Costs)  [2007] EWHC 54 (Comm)

[2007] 1 All E.R. (Comm) 633; [2007] 1 Lloyd’s Rep. 358; [2007] 2 C.L.C. 203; [2007] Bus. L.R. D59

  • Queen’s Bench Division (Commercial Court), 23 January 2007

Involving: anti-suit injunctions; arbitration agreements; indemnity costs; jurisdiction clauses; service out of jurisdiction; stay of proceedings

 

Schmidt v Rosewood Trust Ltd

[2003] UKPC 26; [2003] 2 A.C. 709; [2003] 2 W.L.R. 1442; [2003] 3 All E.R. 76; [2003] Pens. L.R. 145; [2003] W.T.L.R. 565; (2002-03) 5 I.T.E.L.R. 715; (2003) 100(22) L.S.G. 31; Times, March 29, 2003

Privy Council (Isle of Man), 27 March 2003

Involving: beneficiaries; disclosure; discretionary trusts; proprietary rights

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