Practice areas

We act for a substantial number of investment fund and financial product providers including stand alone fund management houses and the investment arms of integrated houses.  Our work includes fund formation and restructuring, as well as advice on product design and the regulatory and tax issues which are integral to this area.

We have completed the formation of numerous new regulated funds (unit trusts and OEICs), many programmes of conversions of unit trusts to OEICs; the rationalisation of fund ranges; the conversion of funds to UCITS III and COLL; and the migration and amalgamation of funds between different jurisdictions.  We work on all types of regulated funds, (UCITS, Non-UCITS and Qualified Investor Schemes) and we are anticipating interest in Property Authorised Investment Funds and Funds of Alternative Investment Funds.

We advise extensively on "private funds" for high-net-worth individuals and families, and act for a number of family offices.  These are areas where we work closely with our private client colleagues.

We also advise on a number of related regulatory matters such as conduct of business rules, regulatory capital, client and product documentation and European Union developments.

Well known clients include Aberdeen, Fidelity, Invesco, Old Mutual and Skandia.