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Asset management

Eversheds Sutherland is regarded as a leading adviser to the asset management and investment funds sector. We focus on asset management and financial services regulation, covering the full spectrum of institutional, retail and alternative investment funds and regulations governing the advisers, managers and distributors of such funds.

We advise on regulatory and compliance matters, including enforcement procedures, and have extensive experience in advising investment managers, broker-dealers, life insurers, custodians, transfer agents, depositaries, mortgage lenders and pension providers on their products and services and the regulations under which they operate.

Whatever your needs in this complex and evolving legal area, we are here to help you.

Experienced asset management lawyers

Our dedicated Asset Management team comprises lawyers around the world who, in addition to high-quality legal advice, provide strategic guidance and a wealth of product experience.

We advise on the legal and regulatory requirements of a wide range of fund operators and fund products, including:

  • UCITS and AIFs
  • mutual funds, closed-end funds, interval funds and business development companies
  • hedge funds
  • private equity funds
  • funds of funds
  • investment trusts
  • real estate funds
  • charity vehicles including corporate, trust, limited partnership or authorized contractual schemes

Eversheds Sutherland has been involved in investment fund product development and regulatory interpretation for the asset management industry for more than 40 years. We take an innovative and proactive approach to our work and are involved at the highest level in the industry, helping to shape regulation. Our experience includes:

  • counseling the UK Financial Services Authority to work on the COLL Sourcebook
  • involvement with HM Treasury and HM Revenue & Customs to resolve issues arising from changes to the stamp duty land lax regime
  • advising HM Revenue & Customs on property authorized investment funds including commentary on draft legislation
  • consulting on the tax transparent investment fund structure including drafting the standard documentation for the Institute of Money Advisers.
  • advising a $90 billion global alternative asset manager in its enterprise-wide risk assessment
  • representing a large US-based asset management firm in the sale of a private fund portfolio in connection to the wind-up of a fund-of-funds vehicle
  • representing a leading US fixed-income private fund manager in the formation of domestic and offshore hedge funds and private equity funds to deploy the manager’s direct lending platform

As the financial services industry increasingly embraces new technology, we stand at the cutting edge, advising a number of clients in the Financial Conduct Authority’s sandbox, on the regulatory implications of “robo” advice, the implementation of blockchain technology and the regulatory impact of high-speed trading

Contact our Asset Management team

If you would like any further information or need advice on asset management matters, please contact our legal team.

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