Investment Funds: Closed-ended Listed Funds

About

Provided by Charles Russell Speechlys

The Funds Group stands out for the bespoke partner led nature of the service it offers to its diverse client base which ranges from institutional fund management groups to boutique managers.

Members of the group sit on numerous fund industry bodies including the Association of Investment Companies Technical Committee, technical committees of the Alternative Investment Management Association, the Association of Real Estate Funds Regulatory Committee and the Secondary Markets and Liquidity Committee of the European Association for Investors in Non-Listed Real Estate Vehicles.

Based on this formidable technical contribution to the fund sector the group:
• has a major presence in the real estate fund sector creating fund structures for institutional clients but as importantly for boutique investors and groups of high net worth individuals;
• acts for many listed investment companies;
• works with major UK wealth managers in establishing enterprise investment schemes and other funds eligible for tax relief;establishes specialist private equity, hedge and other alternative investment funds for family offices.

Funds clients of the firm value the group’s:
• comprehensive funds structuring and establishment service bringing together funds, tax, regulatory and corporate lawyers;
• sector expertise that runs through the fund offering whether from the real estate, private equity, corporate, charity or private client;
• strong network connections throughout the broking and placement community.