In today’s fast-evolving financial environment, investment funds face mounting challenges—from fee compression and regulatory scrutiny to technological disruption and geopolitical uncertainty. As investor expectations shift and compliance demands grow more intricate, fund managers must navigate a landscape that is as competitive as it is complex.

Our asset management & investment funds team offers comprehensive legal support for the formation and operation of a wide range of investment vehicles, including credit, hedge, private equity, real estate, and venture capital funds, as well as investment clubs and collective investment schemes. We advise asset management professionals—such as fund managers, advisors, administrators, depositaries, and custodians—on a broad spectrum of business issues, ensuring alignment with investor goals and regulatory frameworks across jurisdictions

We also guide clients through financial promotion rules, regulatory boundaries, and relationships with supervisory authorities. Our team assists in structuring both onshore and offshore fund arrangements to ensure commercial viability, tax efficiency, and regulatory compliance. Once structures are in place, we support fund marketing, side letters, and commercial agreements, and advise on relevant financial services laws, including the Alternative Investment Fund Managers’ Regulations and the UK’s financial promotion and authorisation regimes.

• advising a UK fund manager on establishing 3 UK Real Estate Funds

• advising a UK asset advisor on over 20 Real Estate club deals

• establishing a private equity fund for a family wealth office

• establishing a credit fund for a UK and EU lending institution

• establishing 2 crypto currency funds in the Cayman Islands

• establishing a UK non-AIF collective investment scheme for an operator to acquire a portfolio in the secondary market and to make additional investments alongside with a VCT fund

• establishing a private equity fund in Jersey for a UK manager

• establishing a VC fund in Jersey for a UK manager

• advising a UK VC fund on its supervisory relationship with the FCA and the related the valuation and transfer of the management of its portfolio to another fund

• advising “team leads” on the establishment of investment clubs and the terms of the club investments

• advising investors on their primary fund investments

• advising numerous UK clients on their appointment as Appointed Representatives of authorised and regulated managers to advise on or arrange transactions for third parties