Under the leadership of Penny Miller and David Williams, Simmons & Simmons is equally adept at handling the structuring and launch of new funds, including the regulatory and marketing challenges that accompany this, as it is overseeing fund mergers and restructurings. Mahrie Webb oversees the formation of both authorised investment vehicles and managers, with in-depth knowledge of the UCITS regime. Catherine Weeks is sought out by asset managers looking to navigate a raft of regulatory regimes, ranging from SDR to the Overseas Funds Regime, while newly minted partner John Dooley covers issues ranging from fund structuring to distribution.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • 'Emily Wilks and John Dooley provided excellent advice and service on a complex cross-border fund reorganisation project.'
  • 'The funds team has a breadth of expertise and industry knowledge. In particular, the team appears to enjoy a good professional relationship with the regulator, which can be invaluable when forming considerations at firm level on regulatory applications.'
  • 'Allied to in-depth industry knowledge, John Dooley is very responsive and always willing to go the extra mile. The advice he offers invariably acts as a comfort and can always be relied upon.'
  • 'The team is particularly knowledgeable on UK LTAFs and is our trusted partner in establishing these.'
  • 'Teams within the practice work collaboratively, so as well as advice relating to our retail funds, from a legal standpoint, we have been able to benefit from other teams on matters such as taxation for example.'
  • 'What sets Simmons & Simmons apart is their personnel. As well as being extremely knowledgeable they are personable and very approachable. Emily Wilks and Mahrie Webb have been particularly helpful.'

Key clients

  • Man Fund Management UK Limited/Man Group
  • Schroders/Schroders Wealth Management
  • Waystone Fund Management (UK) Limited
  • Legal & General Investment Management
  • First Sentier Investors
  • M&G
  • Hargreaves Lansdown
  • Santander Asset Management
  • Invesco
  • Investment Fund Services Limited
  • Ruffer LLP
  • Baring Asset Management
  • PGIM Inc.
  • Egerton Capital (UK) LLP
  • S64 Capital Innovation
  • True Potential Administration Limited

Work highlights

  • Advised Schroders on the launch of a new umbrella OEIC and its first two climate focused sub-funds.
  • Advised Waystone Group on its acquisition and transfer of the UK and Irish businesses of Link Fund Solutions Limited.
  • Advised investment solutions firm S64 Capital Innovation on a collaboration with a private asset manager to create a new private wealth offering, the S64 Fund.

Lawyers

Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.

Practice head

The lawyer(s) leading their teams.

Penny Miller, David Williams

Other key lawyers

Mahrie Webb, Catherine Weeks, John Dooley, Emily Wilks, Dom Buxton