England - London • Investment fund formation and management
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Retail funds

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Farrer & Co

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In addition to handling the setting up of new funds, Farrer & Co is well placed to assist with issues affecting Authorised Corporate Directors, advising on the FCA's Consumer Duty and regulations governing the marketing of high risk investments. Practice head Grania Baird is 'the best-in-class in the retail fund space,' overseeing the structuring of authorised funds and their distribution. Jessica Reed is well versed in the spectrum of open-ended funds, advising on amendments to existing investment vehicles and issues tied to sustainable investing.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • 'The team's knowledge and experience within the retail fund space is second to none and they are always at the forefront of understanding the regulator's ever-changing requirements, particularly in relation to new fund and fund change applications.'
  • 'The team is made up of a number of excellent individuals with varying skill sets that complement each other and they are always on hand to assist and advise when needed.'
  • 'Grania Baird, in my opinion, is the best-in-class in the retail fund space. Grania will always make herself available to discuss matters and the assistance and advise she has provided has proved invaluable.'
  • 'The firm is well established, and has a highly knowledgeable team that is particularly well regarded for authorised funds being created for the private wealth and charity sectors. It has built strong capabilities in ESG, sustainable and responsible investing.'
  • 'Grania Baird is a very experienced funds lawyer who has developed a well regarded team.'
  • 'Jessica Reed, since being promoted to partner, has increasingly specialised in the application of sustainable finance and ESG regulation to investment funds, though has broad knowledge and experience in authorised funds, including advising on fund launches and fund changes.'

Lawyers

Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.

Practice head

The lawyer(s) leading their teams.

Grania Baird

Other key lawyers

Jessica Reed, Beth Walsh