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Our experienced cross-disciplinary investment funds team provides advice on real estate, private equity, debt and other funds, both onshore and offshore.

The breadth of our expertise ensures that we are at the forefront of new developments and structures, with an in-depth understanding of the regulatory framework.    

Designing the right fund structure with the right characteristics is critical. We will work with you to design onshore and offshore structures to achieve tax neutrality for investors and tax optimisation for the management team, which will minimise withholding taxes on repatriation of income and gains and prevent unexpected tax liabilities.

Our team can assist you with regulatory structuring; seeking authorisation under the Alternative Investment Fund Managers regime or a regulatory umbrella from a third party, advising on relevant securities laws and the passporting of placing memoranda under the AIFMD and AML/KYC advice.

Together, we will work with you in drafting Placing Memoranda and prepare Limited Partnership Agreements, Management Agreements, Depositary Agreements, Administrator's Agreements and related documentation.  

Working with managers, we can set up fund management vehicles; advise on LLP agreements and shareholders agreements for management entities; prepare employment and bonus arrangements for personnel and carried interest vehicles for managers.

We advise on acquisitions and disposals of funds and fund managers including fund management companies and LLPs and fund limited partnerships and property unit trusts and companies.

Our investment funds team can undertake large scale projects to advise and help manage the finalisation of specialist documentation such as platform agreements and depositary agreements.

We provide advice on derivatives and swaps across a wide variety of asset classes. We have particular experience in advising in relation to ISDA portfolios, GMRA and GMSLA documentation and on EMIR-related issues.

"They’re excellent. Proactive, commercial and sensible when it comes to cost."

Chambers and Partners 2016

"They are a personable, easy team to work with. They put in place well-articulated structures that clearly told us how best to respond, gave very good practical advice, and focused on getting everything done as effectively and efficiently as possible." 

Chambers and Partners 2016

Get in touch

Partner
T:+44 (0)207 788 2505

What we do

  • Fund structuring
  • Fund location
  • Working with investors
  • Tax planning
  • Regulatory advice
  • Derivatives
  • Fund M&A
  • Specialist documentation

Examples of work

  • Advising a London fund manager on a programme of 10 UK real estate funds over a number of years
  • Advising a well-known private equity house on the launch of a multi-jurisdictional private equity fund
  • Advising an UK manager on the launch of a debt fund
  • Advising an European Wealth Management House on the launch of open ended investment companies
  • Advising the UK Government on the establishment of a Government-backed limited partnership fund to direct government funding into start-up/small businesses in former coal mining areas.

Our clients include: real estate and private equity managers, institutional investors, family wealth offices, funds of funds, insurance companies and high-net worth individuals.