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Private Banking Experience

Creating private trust company structures

We have created private trust company structures for Middle Eastern, European and Latin American clients.


Non-UK Real Estate Transactions

We advised on over 100 non-UK real estate transactions in the last year in jurisdictions including France, Spain, Portugal, Italy and Croatia


Advising Sarasin Chiswell

We advised investment funds managed by Sarasin Chiswell on the entering into of ISDA Master Agreements, credit support documentation and associated OTC derivative documentation in light of the UCITS III legislation


Advising global private bank

We provided detailed advice to a global private bank and also detailed tax opinion on the establishment of an investment portfolio for a widely held umbrella open-ended investment company with five sub-funds.


Advising international private bank

We provided detailed advice and a tax opinion to an international private bank in relation to investment products being a new stream of preference shares in an offshore company to act as a wrapper for structured note and other derivative products.


Advising a European Bank

We advised a European bank on the provision of a back-to-back treasury trades system to enable it to provide preferential rates to customers in another European branch.


Advising a European Bank

We advised a European bank on the revision of its mortgage documentation to ensure MCOB compliance, and review of its Consumer Credit Act regulated documentation.