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Our investment funds team forms an integral part of our corporate transactional offering, combining the requisite mix of skills to help with fund formations and structuring: intimate knowledge of corporate, partnership and other vehicles; corporate finance/listing experience; experience of offshore jurisdictions; and up-to-date regulatory advice.

We offer a tailored approach designed to fit our clients' specific objectives.  In doing so, we draw on our extensive experience of acting on transactions undertaken by funds - particularly private equity, venture capital and hedge funds - so that we can help design funds accordingly.  Indeed, we aim to become the fund's trusted advisor over the life of the fund, for its investments and, ultimately, exits.

We have experience covering a wide range of investment funds (other than regulated funds), and a growing practice in private equity and property fund formations and AIM listed funds.  We can also call upon specialist tax expertise to help navigate around the use of different tax vehicles and jurisdictions, particularly offshore.

In addition, we have a growing reputation for advising institutional investors - including private and local authority pension funds - on all aspects of their investment and custody arrangements, from indirect property interests to alternative assets, such as currency overlay mandates.

Examples of our recent experience include:
  • advising the management team - Cody Gate Ventures - on all aspects of the formation of a new technology fund, QinetiQ Ventures, formed as a spin-out of seven portfolio companies from QinetiQ with private equity house, Coller Capital
  • advising Kandahar Group on the formation of a property fund with Morgan Stanley Real Estate Fund (MSREF) with a valuation of £500 million
  • advising one of the largest UK pension funds, The Barclays Bank UK Retirement Fund, on mandates/investments totalling £1.4 billion, covering corporate funds, emerging markets, unconstrained bonds, private equity and hedge fund investments

Paul Anning
t +44 (0)20 7105 7446
paul.anning@osborneclarke.com

 
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