Andy advises a wide range of financial institutions, including asset managers, private banks and pension providers on non-contentious matters, including: regulatory capital issues; collective investment schemes; financial regulatory compliance issues; the Consumer Credit Acts 1974/2006; and transfers of financial services businesses.
England - London • Investment fund formation and management
Farrer & Co
Farrer & Co has carved out a strong niche in the property and charity funds market, advising these alongside traditional retail fund managers on matters ranging from fund formation to a range of regulatory issues, including the new consumer duty, governance and guidelines around high risk investments. Leading the team is Grania Baird, who specialises in the establishment of authorised funds such as UCITS and NURS among others. Jessica Reed‘s practice centres on the establishment of open-ended investment structures, with a further focus on ESG investing, while Andy Peterkin focuses on alternative capital raising structures and the marketing of private funds and pooled investment vehicles.
Legal 500 Editorial commentary
Key clients
- Thesis Unit Trust Management Ltd/Tutman LLP
- Omnis Investments Limited
- The Charities Property Fund/Savills Investment Management (UK) Ltd
- Aubrey Capital Management Ltd
- The Charities Property Fund/Savills Investment Management (UK) Ltd
- Handelsbanken ACD
- Evelyn Partners Fund Solutions Limited
- CCLA Investment Management Limited
- Acer Tree Investment Management LLP
Work highlights
- Acted for Thesis Unit Trust Management Limited on a significant number of projects this year, including numerous FCA applications for new authorised funds and other changes to its fund ranges.
Lawyers
Leading individuals
Practice head
The lawyer(s) leading their teams.
Grania Baird