Sectors - Asset Managers

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.


"...hands on and delivers an excellent service" – Chambers and Partners


 

Key People

Experience

CBRE UK Property Fund
Advising the CBRE UK Property Fund on the Scottish real estate aspects of the merger of the Fund with the Electricity Supply Pension Scheme (to create a new PAIF).
Big Society Capital Limited
Acting for Big Society Capital in relation to its investment in Evidence-Based Social Investment Limited.
London & Scottish Investments Limited
Advising and negotiation on an Asset Management Agreement relating to Regional Reit Limited between London and Scottish Investments Limited (as Asset Manager) and Regional Commercial Midco Limited, Regional Reit Limited and Toscafund Asset Management LLP.
Aberdeen Latin American Income Fund Limited
Acting for Aberdeen Latin American Income Fund Limited on its IPO on the Main Market as the first UK-listed Latin American closed-ended investment fund with an income bias.
Oaktree Opportunities Fund X, L.P.
Acting on behalf of Oaktree (via its advisory arm Sabal Financial Europe Limited) on the Scottish aspects of its purchase of a portfolio of commercial loans sold by NAMA.

Clients