Norton Rose Fulbright handles the formation of listed investment vehicles and is equally adept at assisting fund managers with IPOs, secondary raises and the return of capital to investors. The team also acts for banks in relation to fundraising matters and in their capacities as sponsors and bookrunners. Practice head Richard Sheen is sought out for his expertise in fund structuring and transactions. Further fund structuring expertise comes in the form of Ian Fox, who is well versed in listing funds on LSE Premium and Specialist markets. Margaret Simcock acts for clients across the entire lifecycle of fund structures, from launch to restructuring.
Testimonials
Collated independently by Legal 500 research team.
- 'Strong team with many years of experience in the listed funds sector. Easy access to other specialist areas within the firm such as tax and regulatory where necessary.'
- 'Ian Fox is a very experienced, hands-on practitioner. Always available with clear, sound and commercial advice.'
- 'Ian Fox is a seasoned industry professional. He is very responsive, commercial and practical but all over the detail.'
- 'I appreciate their ability to respond very quickly and give brief succinct advice - especially off the cuff. They are willing to stick their necks out and actually give an unequivocal opinion. Partner access is very good.'
Key clients
- Atrato Onsite Energy
- BBGI Global Infrastructure SA
- Bluefield Solar Income Fund Limited
- Ecofin US Renewables Infrastructure Trust PLC
- F&C Investment Trust plc
- Taylor Maritime Investments Limited
- JP Morgan Cazenove
- Investec Bank plc
- Macau Property Opportunities Fund
- Numis Securities Limited
- RBC Capital Markets
- Singer Capital Markets Limited
- The Renewables Infrastructure Group Limited
- Trian Investors 1 Limited
- UIL Limited
- UIL Finance Limited
- Winterflood Securities Limited
- Nikko Asset Management
- Jefferies International Limited
- Merrill Lynch International
- Goodbody Stockbrokers
- Utilico Emerging Markets Trust PLC
- Liberum Capital Limited
Work highlights
- Advised JPMC as sponsor and sole bookrunner in relation to an initial issue of sterling and US dollar ordinary shares in BH Macro Limited.
- Advised Liberum Capital Limited as placing agent in relation to an institutional placing of Zero Dividend Preference Shares by Conygar ZDP plc.
- Advised Trian Investors 1 Limited, a Guernsey incorporated investment company admitted to the Specialist Fund Segment, on its return of capital to shareholders following the realisation of the investments in Ferguson plc and Unilever plc.
Lawyers
Practice head
The lawyer(s) leading their teams.
Richard Sheen