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Funds

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Our funds practice has extensive experience of acting for both investment funds and their managers and sponsors.

A pre-eminent position in the funds market gives us comprehensive understanding of the issues involved in launching, reconstructing and raising funds for funds ranging from investment trusts, offshore funds, retail, property, venture capital, private equity, hedge funds and all other types of collective investment vehicles.

What sets us apart is the experience and commercial approach of our dedicated team - over 70 years collectively - derived from a vast number of transactions and a diversified multinational client base.  Additionally, we are able to draw on the skills and experience of our corporate and real estate colleagues to provide the tailored service a specialist fund requires.

Investment banks, fund managers, property managers, brokers, advisers and custodians throughout the world trust us to provide them with prompt, high-quality advice and solutions.  Our clients also include major accountancy practices and hedge fund start ups and large financial institutions.

We can help you with:

  • Investment funds: all types of collective investment vehicles including hedge funds, offshore funds, open and closed-ended unit trusts, authorised and unauthorised open-ended investment companies (OEICs), limited partnerships and pension products.
  • Hedge funds: setting up, liaising with regulatory bodies and third parties, and tax advice  
  • Property funds (including REITS): structuring and launch, onshore and offshore, tax advice and analysis, and regulatory support
  • Retail funds: establishing and converting or merging unit trusts and OEICs; marketing of funds overseas, including under the UCITS Directives; online sale of funds 
  • Investment management: discretionary investment management agreements and advisory arrangements; custody documentation; ISDA, prime brokerage and stocklending
  • Regulatory advice: all aspects of FSA, Takeover Code, Listing Rules, MiFID and other regulations 
  • Tax advice

The kind of top client service that is hard to find

Chambers UK 2009

"The kind of top client service that is hard to find"

Chambers UK 2009

"The sheer commitment of Stephenson Harwood is key to its success"

Chambers UK 2010

"Total dedication"

Asia Pacific Legal 500 2009/2010

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