FINANCE AND INVESTMENT

We advise clients on a cross-border basis on the formation of and, for investor clients, investment into funds across the product and asset-class spectrum, covering private equity, hedge funds, fund-of-funds, long-only (UCITS and non-UCITS), real estate, infrastructure and insurance. The team provides targeted advice on specific issues or transactions and is frequently engaged on complex multi-disciplinary and multi-jurisdictional projects.

Our team represents and advice Private Angel investors, asset managers, regulated institutions (such as insurers and banks), pension schemes and other institutional investors on a wide range of investments and loans, agreements and contracts. These include Brokering loan deals between Lender and borrower, managed account and advisory agreements (whether structured or in contractual form), trading agreements (including ISDAs, GMRAs, PB, FX PB and other derivatives), as well as service provider contracts (including administrators, custodians, regulatory hosting services, platform agreements and external regulatory consultancy agreements). We also advise on insurance-linked investment products, intra-group arrangements and outsourcing in compliance with SYSC 8.

The team also advises pension schemes on investment regulatory compliance.

Key Expertise:
Investment manager, AIFM and fund structuring and formation
Institutional investors – advice on investments across all asset classes
Fund and asset manager service provider agreements
Regulated firm mergers and acquisitions
Fund restructuring and winding up
Regulatory compliance
ABN & Partners

All our experts have excellent backgrounds and are highly experienced in advising both the buy and sell side on the structuring and formation of investment managers and their funds, trading agreements, service provider contracts and compliance matters. When needed, the team can also work with other specialists in the firm, such as corporate, employment, asset finance and tax, to deliver a full service to our clients.