K&L Gates LLP is often instructed by funds domiciled outside of the UK, advising managers on both strategies and marketing regulations under the SDR and OFR frameworks. Andrew Massey stepped into the group's leadership role following Michelle Moran's departure in June 2024, assisting fund managers in navigating the UCITS and AIFMD regimes. Philip Morgan provides further regulatory expertise, with knowledge of the spectrum of UK and EU regulations. Kai Zhang is a further name to note.

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Key clients

  • Ares Management Corporation
  • Dimensional Fund Advisors
  • Federated Hermes
  • First Sentier Investors
  • Independent Franchise Partners
  • John Hancock Financial Services

Work highlights

  • Assisted Ares Management Corporation with the distribution of its products across retail distribution and fund infrastructure around the globe.
  • Acted as fund counsel for Dimensional Fund Advisors' UK authorised fund range.
  • Advised Federated Hermes on a variety of matters, from large scale projects to day-to-day issues.

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.

Andrew Massey

Other key lawyers

Philip Morgan, Kai Zhang