We have one of the UK’s leading Regulated Investment Fund practices.

We have been working in this sector for over 20 years. We regularly advise and act for some of the largest UK asset managers and financial institutions on the formation, structuring, re-structuring, marketing and on-going management of a broad range of primarily open-ended collective investment schemes. Recently, we have advised on:

• A wide range of COLL conversions
• the establishment of unit trusts and OEICs under COLL
• the rationalisation and restructuring of unit trusts and OEICs including OEIC sub-fund mergers and conversion of unit trusts into OEIC sub-funds
• the establishment of innovative limited issue capital protected sub-funds.

Our team regularly draws upon expertise from across the whole firm, including tax, corporate and real estate to provide a top-tier service.

We work constantly with leading industry players in this area who are looking to innovate and realise the full potential of this sector.