Investment funds

New products

Advising managers and sponsors on the launch and promotion of new investment funds and products.

Advisory support

Providing the advice and support funds, managers, advisors and investors require in order to achieve their goals.

Regulatory advice

Assisting funds and their managers in navigating the national and global regulatory environment within which their businesses exist and operate.

Equity capital markets

Woodford Patient Capital Trust plc

Acted for Woodford Investment Management LLP on the launch of their first listed investment trust, raising £800 million on a IPO, the largest ever investment trust IPO.

Vietnam Enterprise Investments Limited

Acted for this longstanding Vietnam-focused investment company on its migration from the Irish Stock Exchange to the main market of the London Stock Exchange.

Cenkos Securities plc

Acted for this longstanding client in its role as sponsor, financial adviser and placing agent to Civitas Social Housing plc on both the 3350 million IPO and the subsequent £300 million secondary issues by way of pre-emptive open offer, placing and offer for subscription (including intermediaries offer).

GCP Infrastructure Investments Limited

Acted for this FTSE250 investment company on the renewal of its placing programme.

BlackRock Throgmorton Trust plc

Advised this listed investment trust on its change of investment policy and amendment to investment management arrangements.

More: Equity capital markets

Corporate

Premier Energy & Water Trust plc

Advised this investment trust on its complex Court-approved scheme of arrangement to effect an extension of the life of the company by moving an existing ZDP share class into a newly incorporated subsidiary and admitting such shares to the Official List. Also acted on the subsequent rollover of the ZDPs into a new ZDP share class.

Atlantis Japan Growth Trust Limited

Advised this listed investment company in respect of its defence to LIM Advisors' attempt to wind it up and for all investments to be realised and proceeds returned to shareholders.

Miton Income Opportunities Trust plc

Advised this longstanding client on its voluntary liquidation, offering shareholders a rollover under s.110 Insolvency Act into shares in The Diverse Income Trust plc.

Public and private M&A

Manchester & London Investment Trust plc

Advised this Company on its recommended takeover offer for Stakeholders' Momentum Investment Trust plc.

GLI Finance Limited

Advised this AIM traded client on its recommended takeover of Asset Management Investment Company plc by way of Court-approved scheme of arrangement.

Elysium Fund Management

Advised management on the MBO of Collins Stewart's Guernsey-based fund administration business.

Funds and financial services

New products

Advising managers and sponsors on the launch and promotion of new investment funds and products.

Advisory support

Providing the advice and support funds, managers, advisors and investors require in order to achieve their goals.

Regulatory advice

Assisting funds and their managers in navigating the national and global regulatory environment within which their businesses exist and operate.