Provided by Eversheds Sutherland
As part of Eversheds Sutherland’s Financial Services group—one of the UK’s largest dedicated fund management teams —the department provides expert advice on the structuring of investment products, offering strategic legal, regulatory and tax guidance, with particular expertise in listed funds
The team acts for a wide range of clients, including investment funds and their service providers such as AIFMs, portfolio managers, brokers, administrators and depositaries. Its work spans capital raising, financing arrangements, shareholder activism, mergers, reorganisations, liquidations and regulatory compliance
A market leader in ESG and responsible investment, the team has played a pivotal role in shaping the UK’s sustainable finance landscape, advising on the first FCA-labelled fund and has been involved in over half of all labelled products under SFDR, SDR and Consumer Duty regimes. Key contributors include Camilla Spielman and Deepesh Upadhyay (tax), Thomas Whitfield (litigation/reputation management), with close collaboration across ECM, debt and international teams.We regularly advise global asset managers on closed-ended fund strategy and structuring. Associates Liz Kwok and Sarah Kopec are instrumental in matters relating to listings, placings and SDR compliance
Recent highlights include advising VH Global Energy Infrastructure, Gresham House Energy Storage Fund and Impax Asset Management on SDR matters, and supporting Janus Henderson in relation to activist investor issues.
Provided by Chambers
Eversheds Sutherland's impressive bench of practitioners demonstrates deep industry knowledge and frequently advises on complex products for retail and institutional investors. Beyond fund formation, the group is able to support on capital raising, debt raising and regulatory compliance, including ESG.
Eversheds Sutherland advised Gresham House Energy Storage Fund on the reduction of its share premium and merger relief reserves.
Provided by Chambers
They are very pragmatic and thorough.
They ensure insights are translated into practical, implementable guidance, including tailored documentation. This paired with deep subject matter expertise and regulatory foresight sets them apart.
Eversheds has excellent knowledge of the investment trust industry. They are particularly strong in regulatory and public sector work, with a genuine commitment to ESG and a collaborative approach.
They are very pragmatic and thorough.
They ensure insights are translated into practical, implementable guidance, including tailored documentation. This paired with deep subject matter expertise and regulatory foresight sets them apart.
Eversheds has excellent knowledge of the investment trust industry. They are particularly strong in regulatory and public sector work, with a genuine commitment to ESG and a collaborative approach.
Provided by Chambers
Sarah is very responsive, thorough and pragmatic.
Sarah has good engagement and knowledge of the client.
Sarah consistently demonstrates strong legal expertise and commercial awareness tailored to us. She shows a clear understanding of our business needs and the complex regulatory environment.
Provided by Eversheds Sutherland
Agata Lawrenciow
Dhivya Kalyanakumar
Edward Bates
Emily Grant
Ennis McCreadie
Liz Kwok
Michaela Arter
Head of Department
Sarah Kopec
Timothy Fosh
Provided by Eversheds Sutherland
Finsbury Growth & Income Trust plc
Gresham House Energy Storage Fund PLC
Rights & Issues Investment Trust Public Limited Company
TwentyFour Income Fund Limited
TwentyFour Select Monthly Income Fund Limited
VH Global Energy Infrastructure plc