Ranked in 1 Practice Areas
2

Band 2

Offshore: Investment Funds

Jersey

18 Years Ranked

Ranked in Guides

About

Provided by Timothy Morgan

UK

Practice Areas

Tim is a Jersey Corporate partner with wide-ranging experience in investment funds, corporate finance and restructuring. He has practised in Jersey since 2003 and in that time has advised sponsors, investors, boards, regulators and service providers across a variety of asset classes, particularly including private equity, credit, venture, secondaries, hedge, real estate and liquid securities.

Tim has also acted on a wide range of corporate, finance and restructuring transactions involving funds and investment management, regularly involving advice on governance and regulation. He has advised on a number of innovative and market-leading deals, recently including liquidity related structuring for private equity assets, separate managed accounts for institutional investors, technology assets and the crossover between private wealth and institutional funds.

As long-standing committee member and previous chair (2019-2022) of the Jersey Funds Association, Tim has sat on a number of regulatory and law reform working groups connected with Jersey products including listed, hedge and private equity funds, the origination and later refinements to the Jersey Private Fund Guide, and to economic substance rules as well as AIFMD and other aspects of Jersey’s international standing. He regularly chairs and speaks at industry conferences and has frequently been published on topics relating to his practice.

Prior to moving to Jersey Tim practised in London and Brussels as a corporate solicitor with Taylor Wessing and PWC, and in London and New York as an investment banker with Dresdner Kleinwort Wasserstein.

Career

Jersey Advocate/bar exams qualified 2005, English solicitor qualified 1997.

Professional Memberships

Tim has been a member of the full committee of the Jersey Funds Association since 2011, and acted as chair from 2019-2022.

He has also sat on the BVCA Channel Islands committee, the AIC Channel Islands committee, the Jersey Fiscal Strategy group, and FSAB (Jersey’s Financial Services Advisory Board which liaises between the government, the regulator and industry). He has sat on a number of working parties relating to corporate and funds matters – including AIFMD, Jersey Private Funds, Economic Substance (and OECD BEPs and tax issues), and limited partnership law.

He works closely with Jersey Finance and the JFSC (Jersey’s regulator).

Education

Bristol University, Politics and French 1993, University of Law CPE 1994 and LPC 1995.

Chambers Review

Provided by Chambers

Chambers Guide to the Legal Profession

Offshore: Investment Funds - Jersey

2
Band 2
Individual Editorial

Timothy Morgan is well respected for his private equity-focused practice, where he advises clients on an array of issues including formations and investments.

Strengths

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