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Stephenson Harwood LLP

Investment Funds: Closed-ended Listed Funds

UK Guide 2026 : UK-wide

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Stephenson Harwood LLP

Rankings

Chambers Review

Provided by Chambers

Investment Funds: Closed-ended Listed Funds - UK-wide

Band 1

What the Team is Known For

Stephenson Harwood boasts an impressive deal flow, combined with an enviable client list and a deep bench of specialists, which justifies a strong international reputation for both its closed-ended listed funds group and private equity secondaries team. It acts for the bulge bracket investment banks, brokers and investment trusts on listings, placings and complex secondary offerings. The firm enjoys plaudits for its distinguished GP-led transactional practice, in addition to its renowned investor-side prowess. The team is also well versed in real estate fund matters and has notable regulatory expertise.

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Work Highlights

Provided by Chambers

  • Stephenson Harwood advised Invesco Asia Dragon Trust on its combination of assets with Asia Dragon Trust.

Strengths

Provided by Chambers

  • I appreciate the team’s combined skills as excellent corporate finance and commercial lawyers and skilled listed funds specialists with deep experience.

    Investment Funds: Closed-ended Listed Funds respondentUK

  • They provide an outstanding service and a very experienced team that has seen it all. They are one of the best resourced teams for listed investment companies with an excellent quality team.

    Investment Funds: Closed-ended Listed Funds respondentUK

  • They have a pragmatic quality judgement and attention to detail.

    Investment Funds: Closed-ended Listed Funds respondentUK

  • They are one of the three firms who are strongest n this sector and remarkably well priced. You get magic circle quality advice at a more commercial fee basis.

    Investment Funds: Closed-ended Listed Funds respondentUK

  • The team with whom we worked were very responsive and always turned up at meetings on time and well prepared. They fully understood us and were commercially aware.

    Investment Funds: Closed-ended Listed Funds respondentUK

Notable Practitioners

Provided by Chambers

  • William Saunders
    William Saunders

    William Saunders

    William Saunders is head of funds and financial services at Stephenson Harwood. He advises on the structuring and launch of listed funds and investment trusts. He also assists clients with mergers and takeovers.

    • William is incredibly commercial and very strong in contentious situations.

      Investment Funds: Closed-ended Listed Funds respondentUK

    • William is my go-to legal adviser for listed investment companies.

      Investment Funds: Closed-ended Listed Funds respondentUK

    • William is my go-to adviser for strength of technical expertise, wider market knowledge and level-headed pragmatism.

      Investment Funds: Closed-ended Listed Funds respondentUK
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  • Alex Haynes
    Alex Haynes

    Alex Haynes

    Alex Haynes advises investment trusts, sponsors and bookrunners on a range of closed-ended fund matters. His areas of expertise include fund establishment, listings and stock migrations.

    • Alex combines technical knowledge with a commercial focus.

      Investment Funds: Closed-ended Listed Funds respondentUK

    • Alex always offers clear and constructive advice.

      Investment Funds: Closed-ended Listed Funds respondentUK

    • Alex is an expert in his field and provides commercial and proactive advice.

      Investment Funds: Closed-ended Listed Funds respondentUK
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  • Nick Horton
    Nick Horton

    Nick Horton

    Nick Horton regularly assists clients with restructuring, share issuances, IPOs and transactional matters for closed-ended listed funds.

    • Nick is very pragmatic and responsive. He knows our organisation very well and is excellent in helping us through issues.

      Investment Funds: Closed-ended Listed Funds respondentUK

    • Nick provides advice to a consistently high standard.

      Investment Funds: Closed-ended Listed Funds respondentUK

    • Nick is a great new partner at Stephenson Harwood with deep knowledge of the listed funds market and a very client-friendly manner.

      Investment Funds: Closed-ended Listed Funds respondentUK
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  • Kate Longman
    Kate Longman

    Kate Longman

    Kate Longman is a specialist in closed-ended investment funds. She represents clients in IPOs, secondary issues and reorganisations.

    • Kate is an up and coming star.

      Investment Funds: Closed-ended Listed Funds respondentUK

    • Kate is exceptional as an associate. She delivers a partner-equivalent service.

      Investment Funds: Closed-ended Listed Funds respondentUK

    • Kate is an exceedingly good senior associate, technically on the ball and very efficient in getting things done.

      Investment Funds: Closed-ended Listed Funds respondentUK
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Ranked Individuals at Stephenson Harwood LLP (4)

UK-wide

  • Profile image of William Saunders

    William Saunders

    Investment Funds: Closed-ended Listed Funds

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  • Profile image of Alex Haynes

    Alex Haynes

    Investment Funds: Closed-ended Listed Funds

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  • Profile image of Nick Horton

    Nick Horton

    Investment Funds: Closed-ended Listed Funds

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