Investment-funds

Funds

Our clients are amongst the market-leading investment businesses in the UK, and the high-growth companies in which they invest.

This core specialism, occupying many members of our team on a full-time basis, brings advantages for fund clients, the businesses in which they invest and our wider corporate finance clients. We act for a large number of professional investment funds, ranging from some of the most active in the UK to those niche specialists in clearly defined markets, single-portfolio managers and family offices.

We advise on all areas of fund operation:

Establishing and maintaining the best fund vehicles and structures;

Fund mergers, reconstructions, secondary portfolio purchases and returns to investors;

income structures: management fees, ‘carried interest’ and related tax arrangements;

listing funds on public markets and fundraising rounds;

regulatory compliance and on-going management;

The investments themselves.

By combining specialist expertise in corporate and partnership law, public companies, regulatory, financial services and tax with industry knowledge gained over many years acting for major names in this sector, we offer a genuine ‘one-stop shop’ service to clients.

The legal and regulatory structure governing fund management in the UK is complex and can be a time-consuming diversion, even to experienced fund managers. With some of the broadest experience in this market, we distil the best, most practical route for your fund to achieve its commercial objectives and uphold the highest standards of compliance.

Investment Funds brochure

Meet the Team

We’re passionate about providing the right solutions and driven to make a positive difference in everything we do.

"They are very professional, respond promptly, always discuss the monthly bill and have, so far, provided us with excellent advice in connection with employment issues. I have been very satisfied."

Andrew Argyle LLB, Practice Director, Potter Clarkson LLP