Investment Funds

Finding an investment
funds strategy in an
ever-changing market

Opening Quote MarkWe take your investment interests beyond just the realms of the legal system and provide you with commercial advice based on marketplace insights and understanding. Closing Quote Mark

Kavita Patel

Partner and Head of Investment Funds

Shakespeare Martineau

Introducing our people

Challenges facing the market

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.

Britain’s plans to exit the EU will inevitably bring disruption for the investment funds marketplace.

Fund managers, as well as individual and corporate investors and the businesses they are investing in, must prepare for this. With increased regulation coming from Europe, cross-border investments may well be put under further scrutiny and strain; and improving investor confidence must remain a priority. Fund managers and investors alike must be clear about where risks lie in their portfolios and proactively plan to mitigate them.

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.

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.

Read our five steps to better cash flow managementDownload

Our thoughts

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

The UK officially enters recessions | what does it means for your sector?

20 Aug

Corporate & Commercial

The UK officially enters recessions | what does it means for your sector?

On 12 August, the UK officially entered recession after the economy suffered its worst […]

Read article Right Arrow

Islamic finance: Creating stability in the UK economy

26 May

Corporate & Commercial

Islamic finance: Creating stability in the UK economy

The country’s current pragmatic approach to investment in Islamic finance is a good basis […]

Read article Right Arrow

View all articles

Case study

200 Degrees Coffee

200 Degrees is an artisan coffee business with a taste for success
and brewing ambitions. This growing business attracted a £3 million
investment from Foresight for it’s nationwide expansion.

Read case study

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