Regulated funds and UCITS - Quilter Investors
Advising Quilter Investors on the restructuring of its fund range as part of the wider transaction which separates its single-strategy and multi-asset businesses, previously combined as Old Mutual Global Investors.
Investment management update 18 December 2020
Investment management update 18 December 2019
Investment management update December 2021
Investment management update 20 November
Regulated fund managers: governance in 2021
Investment management update 11 November 2020
Investment management update November 2021
I want to launch a Long Term Asset Fund: what are the next steps?
Investment Management Update 24 October
The UK and Hong Kong agree mutual recognition regime for retail fund offerings
The Chancellor unveils his plans for the UK’s version of SFDR
Investment management update October 2021
Investment management update September 2021
Implementing the Consumer Duty
Investment management update 17 September 2020
UCITS for alternative investment managers
Investment management update: Summer 2021 round-up
Investment management update: Summer 2022 roundup
The FCA flexes its PROD muscles and stores up future trouble for investment distributors
The Consumer Duty: final rules confirmed
FCA publishes welcome guidance on ESG and sustainable funds
A simple guide to the EC’s clarifications of the SFDR
Investment management update 7 August 2020
Investment Management Update 7 August 2019
Increasing the attractiveness of the LTAF
Global perspectives on navigating a divergent ESG regulatory landscape
Investment management update - July 2022
Investment Management Update 10 July 2019
Side pockets for UK authorised funds: a tool with limited use?
Investment management update 2 July 2020
A new authorised fund regime for investing in long term assets: Macfarlanes' response to the FCA consultation paper
Investment management update June 2021
Investment Management Update 19 June 2019
LTAFs - a quick guide
Investment Management Update 5 June 2019
Investment management update 3 June
Investment management update May 2021
Investment management update - May 2022
The UK's post-Brexit balancing act begins with MiFID II
The FCA’s new Consumer Duty
Investment management update 6 May 2020
UK funds regime consultation: Macfarlanes' response
Investment management update April 2021
Investment management update - April 2022
Investment management update 8 April 2020
UK authorised funds and Covid-19: putting investors’ interests first
How the LTAF will open the door to retail investors
Investment management update - March 2022
Investment management update March 2021
Q&A: Implementation of the Sustainable Finance Disclosure Regulation
The FCA and authorised fund managers in 2020: what's important? (1)
ESMA publishes SFDR final rules
Investment management update
Investment management update February 2021
UK financial services industry: operating in the EU after Brexit
Investment management update January 2022
Regulated Funds - Vanguard
Advising Vanguard on its preparations for an offering of its investment products direct to the public.
Regulated Funds - Old Mutual Global Investors
Advising Old Mutual Global Investors on wholesale changes to the charging and pricing structure of its UK fund range as well as ongoing changes and rationalisations and the implementation of MiFID II.
Regulated Funds - Legal & General
Advising Legal & General Investment Management on a variety of matters including a wholesale rewrite of their funds’ prospectuses and trust deeds, together with various advice on new funds, structuring of share classes and other changes to existing funds.
Regulated Funds - Partners Group
Advising Partners Group on the establishment of Partners Group Generations Fund; this is the first UK regulated open-ended fund designed to specifically provide defined contribution pension plan investors with exposure to private market investments, including private equity, private debt, real estate, and infrastructure.
Regulated Funds - GAM
Advising GAM on ongoing changes to its UK fund ranges including in relation to incorporating the Taube Hodson Stonex funds following its acquisition by GAM.
Regulated Funds - Neptune
Advising on a substantial reorganisation of Neptune’s range of UK based investment funds as well as the implementation of MiFID II.
Regulated Funds - Numerous hosted authorised corporate directors
Acting for numerous hosted authorised corporate directors, such as Capita, Thesis, Smith & Williamson Fund Administration and T Bailey, on the establishment of, and changes to, regulated funds.
Regulated Funds - Marks & Spencer
Numerous changes to the Marks & Spencer range of UK authorised funds which included bringing management of some of the funds in house and changing various elements of the investment policy and charges.