Charles Russell Speechlys LLP

Charities and not-for-profit, financial services, private wealth; financial services and funds.

Jonathan covers a wide range of financial services product and regulatory work, with a particular focus on advising institutional clients in the wealth management and private banking sectors. His clients include private banks, private wealth and institutional investment managers and advisers, family offices, depositaries and custodians. He acts for a number of significant family offices, advising on the structure of offices, managing regulatory and custody risk, and on investment transactions undertaken by the offices themselves and jointly with other families. Jonathan's product practice includes advising on the structuring, establishment and distribution of investment funds, investment trusts, structured products and other types of investment product provided by the private wealth community. Jonathan has leading expertise on charity funds and investment structures in the not-for-profit sector. An important part of Jonathan's practice is advising on the legal aspects of lending and deposit facilities. He has advised many banking clients on the structuring of lending facilities consistently with the increasing application of regulation in the area of consumer credit and mortgages. On the regulatory side, Jonathan's practice covers the range of UK and EU legal and regulatory issues faced by those providing financial services in, from and into the UK, including MiFID, financial promotions, BCOBs, mortgage regulation, custody and client money, distribution and conduct of business rules generally.