Give us a call
Email us

Investment and funds

With a dizzying array of investment opportunities, we can help you cut through the jargon and understand the risks and rewards.

We understand the need to make sure your money works for you. With a seemingly endless range of investment opportunities available, we can help you cut through the jargon. By understanding what is really being offered, you can take an informed view of the risk.

Investment legal advice

We understand the need to provide joined up advice. Our corporate and private wealth experts work closely together to ensure that any investments compliment your long-term goals and those of your family. We can help you decide whether to invest in your own name, through a trust or through a holding vehicle so that returns are received in the most efficient way and risks, wherever possible, are ring-fenced.

We regularly advise on:

  • a wide range of different investment opportunities including alternative investment fund structures, equity and debt opportunities
  • tax and regulatory issues relating to your investments
  • raising funds by way of debt and equity
  • operating investment structures
  • governance surrounding investor participation
  • reorganisations and exits whether by way of sale, listing, buyout or winding up

The lifecycle of your fund

Our team can assist with the entire life cycle of your fund, from structuring, through the investment period to exit. We work with all types of funds, including hedge funds, private equity, venture capital and project finance. We have launched and continue to advise funds over a wide variety of asset classes with particular expertise in real estate and renewables.

Our funds advisors have extensive experience advising on collective investment schemes (CIS) and alternative investment funds (AIFs). We help cut through the jargon, allowing you to focus on what really matters in terms of structuring and regulatory issues.

We understand the difficulty in striking the right balance between control and transparency, risk and return. Our experienced team can help inform your decision of where than balance lies. Working alongside our specialist corporate tax lawyers, we can help you identify and launch the right structure for your fund, whether onshore or offshore, across all forms of legal structure.  We have extensive experience in drafting the constitutional and supporting documents needed and in helping you raise funds by way of equity and debt.

As one of the largest teams in the South East, we can dedicate resources to structure the right project team around you during the life of the fund, drawing on experts from across the firm with real experience of the underlying asset class with which you are dealing. Due diligence and reporting are tailored to suit your needs and those of your investors and can be revisited regularly as the needs of the fund change over time.

We can also help you plan towards an orderly exit at the appropriate time, whether than be by way of a reorganisation, portfolio sale, listing or winding up.

Areas covered:

  • Tax and regulatory advice
  • Structuring, both on and off shore
  • Drafting constitution and associated documents
  • Managing transactions for live funds
  • Advising on governance and compliance issues
  • Structuring an exit through a reorganisation, sale, listing or winding up


We work with investors on a regular basis to help them analyse and understand the legal risks associated with an investment. We review and report on fund structures, flagging anomalies or legal risks before funds are committed.

We understand that clients need joined up thinking. We work alongside our private wealth team to ensure that any investments and returns are compatible with your long term goals and those of your family.

We also have a specialist disputes team on hand to help when needed.

Meet the team

Our investment and fund experience

Our client successes

  • Case study
  • Structuring wealth for generations

    2 min

    Discover how we work with families to help them create appropriate holding structures for family wealth and governance.

    Read the case study
  • Case study
  • Supporting CH1s growth journey

    3 min

    Discover how we work alongside niche financial advisers CH1 Investment Partners LLP, to fund clean energy for the future.

    Read the case study
  • Case study
  • Sale of boutique hotels

    3 min

    We supported the sellers of a boutique hotel chain on their exit from the market, including complex and integrated banking and M&A advice.

    Read the case study

    How we made a difference

    Latest thinking

    Contact us

    If you have a question or need advice, please let us know how we can help.