Financial Services, Funds and Asset Management

Advising a major Canadian pension fund on a primary investment into a private equity fund.

Advising the global asset management arm of a major international bank on multiple co-investments and fund investments.

Advising (as in-house counsel) the secondaries private equity business of a bank owned global asset manager, including on the launch of new private equity secondaries solutions fund.

Advising a first time newly formed UK fund manager formed by former senior portfolio managers of a global asset manager, on the formation of a UK commercial real estate fund.

Advising a US credit fund manager on the set-up of an investment level UK direct lending platform for its US credit funds business structured using the UK QAHC regime and ongoing advice in relation to its UK and European credit platform.

Advising on structuring and tax implications relating to an equine investment syndicate.

Acting for investment advisers in a dispute relating to the valuation and authenticity of artworks held in fund.

Advising on the establishment and structuring of an investment platform focusing on luxury assets including art, whisky and wine.

Advising a UK family office on first time investment in a private equity fund.

Advising a private bank on the establishment of two €200 million credit funds.

Advising the global asset management arm of a multi-national insurance company on the establishment of a £500m+ alternative income solutions fund.

Advising a global credit fund manager on the establishment of a €850 million European Direct Lending Fund and a £200 million UK Direct Lending Fund and associated participation in HM Treasury's Business Finance Partnership.

Advising a special situations US asset manager on its spin out from a global consulting firm.

Advising a special situations US asset manager in its role as replacement GP in a €1billion private equity fund

Advising a Swiss alternatives global asset manager on the establishment of a global carried interest programme.

Advising a first time newly formed UK fund manager on the launch of its first UK focused MedTech investment fund.

Advising on various consumer credit issues and the enforceability of underlying loans

Providing perimeter guidance in relation to proprietary trading activities.

Advising a UK investment manager in relation to approved person issues, compliance with FCA rules and guidance, whilst reviewing and advising on LLP agreements from a UK regulatory perspective.

Advising a UK business on the UK regulatory implications of equity crowdfunding and the financial promotion rules.

Advising a UK regulated entity in relation to regulatory disclosures to the FCA.

Undertaking regulatory due diligence in preparation for the sale of a regulated service company by way of auction.

Providing structuring advice and guidance on the definition and scope of the collective investment scheme rules on the acquisition of three funds.

Advising a US asset manager on a series of interlocking change in control applications on the acquisition of a group of consumer lending companies out of administration.