We help fund managers on all aspects of establishing funds and fundraising:

• Advising on the best structures and jurisdictions to present the most tax efficient solutions and to meet the particular needs of the fund manager, target investors and assets
• Providing advice on market standards and developing terms and negotiating terms with investors. Our experience on key issues, such as fees and withdrawal terms, helps to make this as painless as possible
• Advising on fund promotion across a number of jurisdictions, on regulatory permissions required and any suitable exemptions. We co-ordinate with our experienced network of advisors in the key offshore jurisdictions, such as the Channel Islands and the Caymans, to put new funds in place quickly and cost-effectively, so that our clients can meet market demand.

We have provided legal advice in relation to a number of structures including:

• UK and offshore Limited Partnerships and Limited Liability Partnerships
• Jersey Property Unit Trusts (often set up as Expert Funds)
• Guernsey AIM listed companies
• Luxembourg FCPs, SICAFs and SICARs
• Cayman Partnerships and Segregated Asset Companies
• BVI and Bermudan SPV companies
• Off-shore and on-shore OEICs and Unit Trusts
• UK listed property investment companies (including REITs)
• Venture Capital Trust and Investment Trusts

Relevant experience includes advising:

• Scottish Widows Investment Partnership on the Airport Industrial Property Fund investing in airport related infrastructure and properties. Set up as an offshore (Jersey) unit trust
• Bank of Ireland on its European Infrastructure Fund, which will invest in infrastructure projects in the UK, Ireland and continental Europe
• F&C Asset Management on the formation of their institutionally promoted European venture capital fund of funds 
• Matrix Group on a number of private equity and hedge funds
• Rutley Group on the formation and promotion of Rutley European Russian and Indian property funds
• IVG Immobilien AG on the establishment of a number of offshore fund structures in connection with German retail fund offerings and the establishment, jointly with AXA of the Greater London Fund
• Rockspring Property Investment Management Limited on the structuring, establishment and closings of the TransEuropean Property Limited Partnership III
• RREEF Limited on the establishment, acquisition and disposal of numerous offshore unit trusts, limited partnerships and LLPs
• Seven Dials Consulting Limited on the structuring and establishment of Seven Dials European Property Fund Limited, a Guernsey company established as a European fund of property funds
• Aon/Railpen/XL on the establishment of collective investment vehicles, including pensions pooled vehicles and OEICs, to manage the funds of their pension scheme clients