The financial services team at Farrer & Co handles a range of matters concerning mortgage conduct of business rules, wealth management and private banking, asset management, financial promotion and governance. Grania Baird leads the practice and has been kept busy with projects relating to Consumer Duty, while Andy Peterkin is ‘knowledgeable and commercial in his advice’ on the regulatory aspects of corporate transactions, fintech and crypto assets regulation.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- ‘Very good regulatory knowledge and a helpful approach to problem-solving.’
- ‘Andy Peterkin has been knowledgeable and commercial in his advice.’
Key clients
- Royal Bank of Canada
- Nedbank Private Wealth
- Canaccord Genuity Wealth Limited
- SG Kleinwort Hambros
- Handelsbanken Wealth Management and Handelsbanken plc
- James Hambro & Partners LLP
- Royal Bank of Canada
- Nedbank Private Wealth
Work highlights
- Acting for a wealth manager in relation to their Consumer Duty project, including advice on the topic, implementation plan and particular work on redrafting their Terms of Business and other client facing documentation to ensure compliance with the consumer understanding outcome of the Consumer Duty.
- Advised Canaccord Genuity Wealth Management (CGWM) on its £54m acquisition of the private client investment management business of Edinburgh based Adam & Co, acquired from Royal Bank of Scotland PLC (RBS).
- Advised Canaccord Genuity Wealth Group Holdings (Jersey) Limited (CGWGHJL) on its £164m acquisition of the entire issued share capital of Punter Southall Wealth Limited, acquired from Psigma Wealth Limited (Psigma).
Lawyers
Practice head
The lawyer(s) leading their teams.
Grania Baird