Our team of specialists has deep and broad experience of the asset management and investment funds sector, acting for a wide range of participants, including investment managers and advisers, investors, product developers, distributors, fund boards, trustees, depositaries and custody banks.
We advise clients across the asset-class spectrum, covering private equity, hedge funds, fund-of-funds, long-only (UCITS and non-UCITS), real estate, pension, infrastructure and insurance. The team provides targeted advice on specific issues or transactions and frequently engages on complex multi-disciplinary and multi-jurisdictional projects.
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The complexities surrounding the setting up and managing of an investment fund, from commercial, regulatory and tax perspectives, have increased dramatically over recent years. Our team guides clients through the full life cycle of a fund from the date of formation, any ongoing maintenance issues, and finally to distribution and closure. We can act for fund and discretionary investment managers, advisers, distributors, depositaries and custodians or investors.
With deep-rooted expertise of navigating through the various jurisdictions, regimes and applicable laws that global distribution of investment funds entails, our team of regulatory experts prides itself in working hand in hand with clients and their non-UK counsel to enable them to navigate these hurdles for the efficient and compliant distribution of investment funds both in the UK and globally. The team has a profound understanding of requirements under the Financial Services and Markets Act 2000, FCA and PRA rules.
We understand the importance of due diligence in any transaction and the complexities surrounding the constitutional documents of investment funds which can vary in their structure and drafting. Our experts provide counsel to clients and a bespoke due diligence service for individual investors, family offices, pension funds and other institutional investors across a range of fund types to including limited partnerships, JPUTS, open and closed ended funds and private equity co-investments.
Our asset management experts are aware of the continuous flow of acquisitions and mergers of regulated businesses in the industry. The team regularly advises both institutional clients and smaller managers on the integration of acquired entities into their groups, as well as the merger of their fund ranges post-acquisition. We work closely with our corporate law and tax law colleagues to ensure effective delivery of bespoke and tailored restructuring solutions.
Adrian is a leading fintech lawyer with a wealth of experience in advising on fund and asset management, retail finance and mortgage and consumer credit, payment services and electronic money, virtual and cryptocurrencies such as Bitcoin, and distributed ledger technology.
Simon is a financial services lawyer specialising in asset management. He advises fund sponsors/managers, service providers, fund boards, trustees and investors based in the UK and around the globe. Simon provides his clients with succinct and practical commercial advice.