investment funds - osborne clarke · investment funds team advises asset managers with a variety of...
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Investment fundsOur expertise in the asset management sector
"[Osborne Clarke has an] agility in handling diverse matters, particularly those that are one-offs or bespoke…They put themselves out to gain and develop knowledge and experience in order to provide the best representation."Chambers UK, A Client’s Guide to the UK Legal Profession, 2009
"OC and their network of overseas and FSA specialist partners have done a terrific job for us both advising on a complex international transaction and creating a legal structure that meets our short and long term ambitions for Cody Gate Ventures."Stephen Lake, managing partner, Cody Gate Ventures
"Osborne Clarke demonstrated high quality technical investment fund expertise and provided clear and definitive advice. OC quickly became a seamless extension of the Foresight team and a trusted adviser amongst the wider launch team, proactively managing and guiding us through the launch process. We look forward to working with OC on investing the funds raised and on other fund-raising projects in the future."Jamie Richards, partner, Foresight Group LLP
Paul Anningt +44 (0)20 7105 [email protected]
Erika Jupet +44 (0)117 917 [email protected]
Helen Parsonaget +44 (0)117 917 [email protected]
osborneclarke.comRegulated by the Solicitors Regulation Authority
© Osborne Clarke February 2009Publication number 6590948
In a tough economic environment, it is even more important that asset managers have access to lawyers who are up-to-date on the latest legal and commercial developments and that fund investors are well informed and represented.
Recent market events have renewed calls for tighter regulation of certain fund industries and a number of high-profile failures have led to increased demands from institutional investors, including matters such as fee structures and corporate governance.
As a consequence, it is imperative that asset managers, or those looking to set up in this sector, are confident that their legal advisers are providing up-to-date, pragmatic advice, at a competitive price. Investors also need to be sure that their advisers can provide legal due diligence with in-depth knowledge of the market and current trends.
Ranked among the best of the UK inboth Chambers UK and Legal 500, our investment funds team advises asset managers with a variety of investment focuses (including hedge funds, private equity, venture capital and real estate) and institutional investors on their investment into these funds.
Our clients range from established asset management houses to new entrepreneur-driven start-ups. Our wider team’s experience, for example in relation toprivate equity and venture investing, real estate transactions and funds-based litigation, gives us a holistic view of the market.
We aim to establish long-term relationships with our clients, advising them on the legal, regulatory and tax aspects of all stages of their businesses, from start-up if relevant; the structuring, documenting and launch of their funds and incentive arrangements for their executives; and ongoing internal, investor and investment-related issues. We do not limit ourselves to advising on a particular type of fund or client – in fact, we pride ourselves on our versatility. Our understanding of the investment fund industry as a whole gives us the ability to provide rounded advice in a wide variety of situations.
Recent work includes:
Pension fund of large UK bank
Advising on mandates/investments totalling £2 billion, covering corporate funds, emerging markets, unconstrained bonds, private equity and hedge funds
CD Capital
Advising on the structuring and formation of a natural resources fund (a Cayman-based master/feeder) and ongoing advice in relation to a private equity/hedge fund hybrid
Cody Gate Ventures
Advising the management team on the establishment of a new fund management structure and the ‘spin out’ from QinetiQ of various investments, plus the structuring of a co-investment fund
Foresight
Advising on the structuring and formation of its European Solar Fund, a Jersey limited partnership with unit trust, feeder and carried interest arrangements
Commonwealth Secretariat
Advising on the drafting of an investment funds law for the Maldives, including the legal framework and detailed regulations
Rowan Dartington
Advising on the launch of its Isambard Fund, an EIS fund investing in certain technology sectors principally in the South West
In a tough economic environment, it is even more important that asset managers have access to lawyers who are up-to-date on the latest legal and commercial developments and that fund investors are well informed and represented.
Recent market events have renewed calls for tighter regulation of certain fund industries and a number of high-profile failures have led to increased demands from institutional investors, including matters such as fee structures and corporate governance.
As a consequence, it is imperative that asset managers, or those looking to set up in this sector, are confident that their legal advisers are providing up-to-date, pragmatic advice, at a competitive price. Investors also need to be sure that their advisers can provide legal due diligence with in-depth knowledge of the market and current trends.
Ranked among the best of the UK inboth Chambers UK and Legal 500, our investment funds team advises asset managers with a variety of investment focuses (including hedge funds, private equity, venture capital and real estate) and institutional investors on their investment into these funds.
Our clients range from established asset management houses to new entrepreneur-driven start-ups. Our wider team’s experience, for example in relation toprivate equity and venture investing, real estate transactions and funds-based litigation, gives us a holistic view of the market.
We aim to establish long-term relationships with our clients, advising them on the legal, regulatory and tax aspects of all stages of their businesses, from start-up if relevant; the structuring, documenting and launch of their funds and incentive arrangements for their executives; and ongoing internal, investor and investment-related issues. We do not limit ourselves to advising on a particular type of fund or client – in fact, we pride ourselves on our versatility. Our understanding of the investment fund industry as a whole gives us the ability to provide rounded advice in a wide variety of situations.
Recent work includes:
Pension fund of large UK bank
Advising on mandates/investments totalling £2 billion, covering corporate funds, emerging markets, unconstrained bonds, private equity and hedge funds
CD Capital
Advising on the structuring and formation of a natural resources fund (a Cayman-based master/feeder) and ongoing advice in relation to a private equity/hedge fund hybrid
Cody Gate Ventures
Advising the management team on the establishment of a new fund management structure and the ‘spin out’ from QinetiQ of various investments, plus the structuring of a co-investment fund
Foresight
Advising on the structuring and formation of its European Solar Fund, a Jersey limited partnership with unit trust, feeder and carried interest arrangements
Commonwealth Secretariat
Advising on the drafting of an investment funds law for the Maldives, including the legal framework and detailed regulations
Rowan Dartington
Advising on the launch of its Isambard Fund, an EIS fund investing in certain technology sectors principally in the South West
In a tough economic environment, it is even more important that asset managers have access to lawyers who are up-to-date on the latest legal and commercial developments and that fund investors are well informed and represented.
Recent market events have renewed calls for tighter regulation of certain fund industries and a number of high-profile failures have led to increased demands from institutional investors, including matters such as fee structures and corporate governance.
As a consequence, it is imperative that asset managers, or those looking to set up in this sector, are confident that their legal advisers are providing up-to-date, pragmatic advice, at a competitive price. Investors also need to be sure that their advisers can provide legal due diligence with in-depth knowledge of the market and current trends.
Ranked among the best of the UK inboth Chambers UK and Legal 500, our investment funds team advises asset managers with a variety of investment focuses (including hedge funds, private equity, venture capital and real estate) and institutional investors on their investment into these funds.
Our clients range from established asset management houses to new entrepreneur-driven start-ups. Our wider team’s experience, for example in relation toprivate equity and venture investing, real estate transactions and funds-based litigation, gives us a holistic view of the market.
We aim to establish long-term relationships with our clients, advising them on the legal, regulatory and tax aspects of all stages of their businesses, from start-up if relevant; the structuring, documenting and launch of their funds and incentive arrangements for their executives; and ongoing internal, investor and investment-related issues. We do not limit ourselves to advising on a particular type of fund or client – in fact, we pride ourselves on our versatility. Our understanding of the investment fund industry as a whole gives us the ability to provide rounded advice in a wide variety of situations.
Recent work includes:
Pension fund of large UK bank
Advising on mandates/investments totalling £2 billion, covering corporate funds, emerging markets, unconstrained bonds, private equity and hedge funds
CD Capital
Advising on the structuring and formation of a natural resources fund (a Cayman-based master/feeder) and ongoing advice in relation to a private equity/hedge fund hybrid
Cody Gate Ventures
Advising the management team on the establishment of a new fund management structure and the ‘spin out’ from QinetiQ of various investments, plus the structuring of a co-investment fund
Foresight
Advising on the structuring and formation of its European Solar Fund, a Jersey limited partnership with unit trust feeder and carried interest arrangements
Commonwealth Secretariat
Advising on the drafting of an investment funds law for the Maldives, including the legal framework and detailed regulations
Rowan Dartington
Advising on the launch of its Isambard Fund, an EIS fund investing in certain technology sectors principally in the South West
Investment fundsOur expertise in the asset management sector
"[Osborne Clarke has an] agility in handling diverse matters, particularly those that are one-offs or bespoke…They put themselves out to gain and develop knowledge and experience in order to provide the best representation."Chambers UK, A Client’s Guide to the UK Legal Profession, 2009
"OC and their network of overseas and FSA specialist partners have done a terrific job for us both advising on a complex international transaction and creating a legal structure that meets our short and long term ambitions for Cody Gate Ventures."Stephen Lake, managing partner, Cody Gate Ventures
"Osborne Clarke demonstrated high quality technical investment fund expertise and provided clear and definitive advice. OC quickly became a seamless extension of the Foresight team and a trusted adviser amongst the wider launch team, proactively managing and guiding us through the launch process. We look forward to working with OC on investing the funds raised and on other fund-raising projects in the future."Jamie Richards, partner, Foresight Group LLP
Paul Anningt +44 (0)20 7105 [email protected]
Erika Jupet +44 (0)117 917 [email protected]
Helen Parsonaget +44 (0)117 917 [email protected]
osborneclarke.comRegulated by the Solicitors Regulation Authority
© Osborne Clarke February 2009Publication number 6590948
Investment fundsOur expertise in the asset management sector
"[Osborne Clarke has an] agility in handling diverse matters, particularly those that are one-offs or bespoke…They put themselves out to gain and develop knowledge and experience in order to provide the best representation."Chambers UK, A Client’s Guide to the UK Legal Profession, 2009
"OC and their network of overseas and FSA specialist partners have done a terrific job for us both advising on a complex international transaction and creating a legal structure that meets our short and long term ambitions for Cody Gate Ventures."Stephen Lake, managing partner, Cody Gate Ventures
"Osborne Clarke demonstrated high quality technical investment fund expertise and provided clear and definitive advice. OC quickly became a seamless extension of the Foresight team and a trusted adviser amongst the wider launch team, proactively managing and guiding us through the launch process. We look forward to working with OC on investing the funds raised and on other fund-raising projects in the future."Jamie Richards, partner, Foresight Group LLP
Paul Anningt +44 (0)20 7105 [email protected]
Erika Jupet +44 (0)117 917 [email protected]
Helen Parsonaget +44 (0)117 917 [email protected]
osborneclarke.comRegulated by the Solicitors Regulation Authority
© Osborne Clarke April 2009Publication number 6590948