Our team of investment fund and asset management specialists have deep experience across the asset management and investment funds sector.
Our investment funds services
We advise clients on a cross-border basis on the formation of and, for investor clients, investment into funds across the product and asset-class spectrum, covering private equity, hedge funds, fund-of-funds, long-only (UCITS and non-UCITS), real estate, infrastructure and insurance. The team provides targeted advice on specific issues or transactions and is frequently engaged on complex multi-disciplinary and multi-jurisdictional projects.
The team also advises asset managers on the formation and ongoing operation of investment firms and AIFM businesses.
Our asset management services
Our team advises asset managers, regulated institutions (such as insurers and banks), pension schemes and other institutional investors on a range of agreements and contracts. These include managed account and advisory agreements (whether structured or in contractual form), trading agreements (including ISDAs, GMRAs, PB, FX PB and other derivatives), as well as service provider contracts (including administrators, custodians, regulatory hosting services, platform agreements and external regulatory consultancy agreements). We also advise on insurance-linked investment products, intra-group arrangements and outsourcing in compliance with SYSC 8.
The team also advises pension schemes on investment regulatory compliance.
Who do we advise?
Our investment funds and asset management lawyers act for a wide range of participants, including investment managers and advisers, large insurers, sovereign wealth funds, UK and non-UK pension schemes, family offices, product developers, distributors, fund boards, trustees, depositaries and custody banks.
Why choose our investment funds team?
All experts have excellent backgrounds and are highly experienced in advising both the buy and sell side on the structuring and formation of investment managers and their funds, trading agreements, service provider contracts and compliance matters. When needed, the team can also work with other specialists in the firm, such as corporate, employment, asset finance and tax, to deliver a full service to our clients.
For further information or to discuss an investment funds matter, please telephone 020 3319 3700 or click here to email us.
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