Investment funds

It is a well established feature of today's investment landscape that investors look to share risk through investing collectively – whether on small scale property developments or large scale investment funds.

How can we help?

Our investment funds practice is one of a handful of specialist investment funds practices outside London. We like to think ours is unique because of its relationship with our associated financial services company, Thesis Asset Management plc. Thesis, an independent and separate financial services company, regulated by the Financial Services Authority and owned by members of Thomas Eggar LLP is the largest lawyer-owned investment management business in the UK. We understand the business side of investment management, as well as its legal intricacies.

Our specialist lawyers work at the cutting edge of practice and have been involved in some of the first UCTIS V and QIS (qualified investor scheme) funds to be approved by the Financial Services Authority.

We have expertise in relation to a wide range of investment funds including open ended and closed ended investment companies, limited partnerships, limited liability partnerships and unit trusts – both onshore and offshore, authorised and unauthorised. Our role includes advice on tax structure of the funds and the drafting of the necessary legal documentation to give effect both to the fund and the contractual relationships it needs with managers, custodians and administrators.

Our investment fund services

• Advising on the establishment, promotion, restructuring, conversion and winding-up of authorised UK funds
• Advising on investment management, custodian and administration relationships
• Advising on unauthorised UK funds including limited liability partnerships
• Advising on offshore fund structures
• Advising on the use of investment funds in the context of private wealth management