Investment funds

Our dedicated investment funds team specialises in all aspects of alternative investment funds law, including real estate, private equity, crowd funding and debt and infrastructure funds in addition to other asset-holding structures. Choosing investment fund legal counsel is one of the most important decisions for a new hedge fund, private equity fund or real estate fund. Securities law requires careful navigation through a complex and rapidly evolving regulatory network.

Our legal team has extensive experience advising hedge funds, private equity funds, real estate funds and other investment funds on all aspects of their business, from capital raising and fund formation to implementation of their business models. Our representation of a broad range of asset managers allows us to keep abreast of emerging industry trends.

We offer our clients a full range of legal services from a fund’s inception right through to its dissolution or disposal, and encompassing potential restructuring, consideration of exit strategies including AIM or full market listing, buy-out or portfolio sale. Our lawyers are well versed in litigation involving investors, hedge funds, private equity funds and other alternative investment vehicles, including with respect to valuation and fee issues, breach of fiduciary duty, breach of contract, fraud, claw back claims, suspension of redemptions, shareholder derivative litigation, shareholder disputes, creditor or trustee claims in bankruptcy and enforcement actions brought by the SEC, the CFTC, FINRA, NFA and the UK’s FCA and SFO, as well as by exchanges in New York and Chicago and London.

We advise on:

  • Fund structuring
  • Taxation
  • Regulation
  • Financing
  • Marketing and equity raising
  • Establishment, operation and winding-up
  • Reorganisation
  • Investor participation
  • Secondary transactions

The increasing level of regulation imposed on funds and their managers and promoters means that it is crucial for those managing, marketing or investing in funds to have access to up-to-date regulatory advice. We advise clients on all aspects of international financial services law and regulation, including those relating to the marketing, establishment and operation of alternative investment funds, such as AIFMD and FATCA.

No two hedge funds or investment advisors are identical and each client has unique objectives and circumstances. We use a client-based approach to our fund structuring and analysis, rather than letting the offering be driven by forms. Our clients routinely comment on the excellence of our personal service and the time we take to properly understand and implement the client’s unique circumstances and objectives.