In advising a broad spectrum of clients operating in the asset management and funds industry, Shepherd and Wedderburn offers a highly experienced team with dedicated UK expertise and which is drawn from a variety of specialist practice groups. The team boasts a long track record of advising UK and global asset management and funds clients on a wide range of legal requirements and prides itself on its available and partner-led offering, its clear and pragmatic advice and its absolute focus on high quality service delivery.
We provide specialist transactional and advisory services to industry clients, extending from fund launches and investment company IPOs to secondary fundraisings and restructurings, from mergers and acquisitions of private and listed funds to sales of fund portfolios and progressive returns of capital, and from fund administration (including investment management agreements and depositary and administration arrangements) to tax efficient group restructurings using limited partnerships and other innovative vehicles. In addition, we provide our clients with industry-specific dispute resolution and regulatory compliance expertise, together with UK-wide real estate, banking, employment law, share incentives, pensions and IT/IP services. The team’s focus is on delivering solutions-driven legal advice and process tailored to the commercial needs of individual clients. We also offer a range of value added services such as industry-specific client briefings, directors’ training, continuing obligations guidance and “on call” services for investment company secretarial teams.