Investment Funds Experience
Major International Bank
Advising a major international bank in relation to the establishment of its new third party fund business.
Financial Services Distributors
Advising a number of key financial services distributors in relation to their assets under management programmes and associated partnerships with fund managers and product providers.
Retail Funds
Advising on the establishment and FSA authorisation of numerous retail funds (UCITS and Non-UCITS) and related tax wrappers including SIPPs, ISAs, PEPs and CTFs.
Absolute Capital Management
Advising Cayman Islands incorporated hedge fund manager, Absolute Capital Management Holdings Limited on its admission to AIM with an initial market capitalisation of some £100,000,000.
Hedge Fund Investors
Advising investors on their proposed investment in a UK based manager of Cayman hedge funds.
Premier Asset Management
Advising Premier Asset Management on the acquisition of the fund management business of BFS Investments plc.
iimia Investment Group
Advising on the acquisition of Intelli Partners Limited by iimia Investment Group.
Newday Group Limited
Advising Newday Group Ltd on the sale of the IFA and business of Chartwell Asset Management to Cavendish Grant.
Sumus Plc
Advising Sumus plc, the holding company of Falcon Group plc and Financial Synergies plc, in respect of the admission of its shares to trading on AIM.
Exeter Investment Group plc
Advising Exeter Investment Group plc on the company's merger with iimia Investment Group plc, resulting in the admission of the enlarged iimia Investment Group plc to trading on AIM. Prior to this, we advised on Exeter's disposal of the 13 open-ended funds managed by its subsidiary, Exeter Fund Managers, together with its associated business, to New Star Asset Management in a deal valued at some £10 million.
Sarasin UK Ltd
Acquisition of fund management company for £20.9 million on behalf of Sarasin UK Limited.