England - London • Investment fund formation and management
Charles Russell Speechlys LLP
The ‘personable, pragmatic and commercially astute’ team at Charles Russell Speechlys LLP acts for the full range of fund managers, from boutiques to major international managers, advising on the structuring and establishment of investment vehicles. The practice group also provides advice on regulatory matters, including packaged retail and insurance-based investment products (PRIIPs) and the new consumer duty regulations, as well as tax issues. Following David Hicks’ move to Simmons & Simmons in January 2023, listings specialist Andrew Collins has stepped into a leadership role alongside Victoria Younghusband, whose practice encompasses the full lifecycle of listed open- and closed-ended funds. Charlie Ring assists fund managers with corporate transactions.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- 'Personable, pragmatic and commercially astute.'
- 'Very experienced team.'
- 'Victoria Younghusband is very commercially aware and has longstanding experience in respect of dealing with cross-border issues and listings/capital markets.'
- 'Victoria Younghusband possesses extensive expertise in UK listed closed-ended funds and remains up-to-date with emerging issues.'
- 'Victoria Younghusband consistently meets our needs in a timely and thorough manner.'
Key clients
- The Biotech Growth Trust
- Shore Capital
- VinaCapital Investment Management Limited
- India Capital Growth Fund
- Circle Property plc
- Duke Royalty
- Chelverton Growth Trust
- Chelverton UK Dividend Trust
- Fidelity China Special Situations
Work highlights
- Advised Shore Capital, as nominated adviser, broker and bookrunner on a £14m fundraising for AIM-listed investing company, Helios Underwriting Plc, through a placing, direct subscription and open offer.
- Advised AIM-listed property investing company Circle Property Plc, on its disposal of Kents Hill Park Conference Centre to LXI Property Holdings 4 Limited for £34.5m in cash.
- Advised Circle Property plc on methods of returning capital to shareholders, including the choice between a tender offer and the creation of redeemable B Shares.
Practice head
The lawyer(s) leading their teams.
Victoria Younghusband, Andrew Collins