Investment Funds

Family Business Solicitors

The investment funds space is particularly complex and fast changing and is subject to a vast amount of regulatory controls and legislation.

While understanding these rules and requirements is important, you also need advisers who are in touch with so much more than just the legalities.

Our market insights help you to achieve your strategic goals.

Our depth and breadth of expertise in the investment funds marketplace means we can help you navigate through what can be a complex arena. Whether you’re a fund manager or an investor, we can advise you how and where to invest, how to establish and structure a new fund, build a portfolio and ultimately, realise value from your investments. If you’re a business looking for funding, we can help you build the right investment relationships to support your goals. Taking this approach, we can support you in the delivery of your corporate or individual objectives.

Our links with industry associations and roles on a variety of committees mean that we are actively helping to shape the investment funds marketplace of the future. In doing so, we are ideally placed to advise you how to structure and optimise your investment funds activity.

We draw on our professional networks to support you in achieving your objectives, whether that’s structuring and launching a new fund, building a portfolio, realising value or seeking capital. We understand the regulatory and legal frameworks that apply to every aspect of your investment funds activity.

We take your investment interests beyond just the realms of the legal system and provide you with commercial advice based on marketplace insights and understanding.

About our services
We advise a wide range of clients from private and professional investors, specialist fund managers, family offices and business looking to raise capital. Whether this is in the private equity, real-estate or other specialist investment market, our team of trusted advisers combine specialist expertise in corporate and partnership law, public companies, regulation, financial services and tax with industry knowledge gained over many years to offer a genuine ‘one-stop shop’ service to clients.

We advise on all areas of the investment funds sector, including:

  • Establishing and maintaining the best fund vehicle and structures
  • Listing funds on public markets
  • Fundraising
  • Fund mergers, reconstructions, portfolio acquisitions and returns to investors
  • Income structures, management fees and ‘carried interest’ arrangements
  • Regulatory compliance, governance and management
  • Investments and seeking capital
  • Onshore/off-shore arrangements

Our breadth of experience in this sector enables us to collaborate with clients, providing bespoke, tailored solutions, often working from an initial concept or developing new products.

Working with you
No matter whether you’re a fund manager, family office, investor or company looking to raise capital, we can help you to plan and implement a successful investment funds strategy.

As well as ensuring you comply with all relevant policies, our team has the reach and know-how to help you to manoeuvre through this complex and changing environment and deliver value in the long term.

Cash is king when it comes to the financial management of any business, especially a growing one. Making sure the money you’re owed flows into your business is one of the greatest challenges of being commercially successful.

All the latest views and insights
on current matters within Investment Funds.

Call us on 0330 024 0333 to find out more
about what we can do for you.

We take your investment interests beyond just the realms of the legal system and provide you with commercial advice based on marketplace insights and understanding

Kavita Patel,
Partner and Head of Investment Funds Shakespeare Martineau

Introducing our people

Challenges facing the market

Through the glass shot of a people working in an office

Regulation & compliance

Investment fund activity is subject to more rules and regulations than ever before, in the UK and overseas.

Once considered under regulated, the industry is now affected by a myriad of regulations and a swing back towards self-regulation based on a sense of responsibility is possible in the future. Devising the right strategy to support the delivery of your strategic goals can be both complex and challenging. You need advisers who are well versed in the detail, agile at times of change, whilst also understanding the mood of policymakers to explain how this might affect your investment funds strategy in the future.

Investor confidence

In uncertain times, investor confidence can come under pressure and this can impact the entire marketplace.

Investors may need to rethink their investment strategy, exploring ways to maintain capital at reduced risk. Considering the investor audience carefully with intermediaries and investors or reviewing the deal flow if you’re raising money with investment restrictions will help protect investor confidence and maintain good relations.

glass globe business. Global Market

How well are you tackling the cash flow challenge?

Cash is king when it comes to the financial management of any business, especially a growing one. Making sure the money you’re owed flows into your business is one of the greatest challenges of being commercially successful.

How can we help?

Our expert lawyers are ready to help you with a wide range of legal services, use the search below or call us on: 0330 024 0333

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