Harry Middleton Associate

Harry is involved in all aspects of work relating to investment funds, both regulated and unregulated.

Harry advises a number of large asset managers, including Legal & General Investment Management, Quilter Investors and Jupiter Asset Management on various matters relating to the  structure and operation of regulated funds including: the establishment of umbrella and standalone OEICs and authorised unit trusts (UCITS and NURS); mergers/schemes of arrangement; fund terminations; fund range rationalisations and repositioning; new sub-funds; and various ad hoc changes and updates to their fund ranges.

Harry also assists clients with investment management agreements, depositary agreements and platform and distribution arrangements, and advises clients in relation to on-going regulatory and compliance matters, including the application of the UCITS directive, AIFMD, MiFID II and the Benchmark Regulation and ESG developments (including SFDR and the Taxonomy Regulation).

Harry spent several months on secondment at Legal & General Investment Management in 2021.