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Funds and Asset Management

As a dedicated global funds and asset management group, we provide our clients with market-leading expertise combined with a commercial approach to ensure creative and practical solutions to the challenges they face.

We are a market-leading funds and asset management practice providing a full-service offering to fund managers and institutional investor clients. With asset management, tax and regulatory professionals in all of the major financial centres, our global coverage, local knowledge and responsiveness are second to none. 

For more than 25 years, we have helped our clients navigate an increasingly regulated and competitive environment, creating innovative solutions to complex problems, and building long-standing relationships with our clients as a result.

We offer expertise in the key regions, with teams in the U.S. and UK, Luxembourg. In addition we have invested to expand our teams in the Middle East, Asia and Australia and have strong relationships with law firms in the key offshore jurisdictions for the industry.

Areas we advise and assist clients on include:

  • Fund establishments – across all the main asset classes and covering both retail and alternative investment fund structures.
  • Investment management – drafting and negotiating fund investments, IMAs, custody and prime brokerage agreements
  • Regulatory reform – putting in place compliance programmes for asset managers operating in the UK, EU, U.S. and Asia-Pacific.
  • Corporate and financing transactions – involving asset managers, underlying assets and fund transfers, across private equity, debt, real estate and infrastructure.
  • Private credit – working with lenders, borrowers and sponsors at all levels of the capital structure.
  • Distressed investments and restructuring – utilising the full range of solutions and international options available to sophisticated investors.
  • Industry consultations – working with individual clients or trade bodies to effectively represent their views before regulators and government.

Working with our sector teams in real estate, private equity and infrastructure we also offer asset managers full life-cycle support in dealing with the assets you choose to invest in.

aosphere

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aosphere makes the complex simple and useful.

We provide an online subscription reports service for legal and compliance teams who want to understand cross-border risks in real time. We transform detailed, multi-jurisdictional information into simple, user-friendly formats. This provides instant and up-to-date answers to global regulatory and compliance challenges.

Great Fund Insights

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Great Fund Insights is a global resource providing practical insights into legal and regulatory developments affecting fund managers and institutional investors across Europe, Asia, Africa, the Middle East and the U.S. These insights are regularly updated by our global funds and asset management group to highlight the key trends in the alternative investment industry.

Download Financing the Economy 2021

Download the report to find out how direct lenders are integrating sustainability principles into their investment strategies.

 

News and insights

Pink feather

Publications: 15 June 2022

Institutional Investor Forum: How I Made It - an interview with Michelle Thomsen

As part of the Institutional Investor Forum, Allen & Overy's client-facing diversity and inclusion initiative, we're delighted to share the latest podcast in the 'How I Made It' series which showcases…

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overlapping images graphic

Publications: 22 March 2022

Great Fund Insights: New ESMA Sustainable Finance Roadmap - What you need to know

ESMA has published a new "Sustainable Finance Roadmap 2022-2024" setting out its strategic priorities and key planned actions for the next three years. 

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Columns

Publications: 28 February 2022

Great Investor Insights podcast: You can’t buy that! - What an investor needs to know about sanctions

In this podcast MaameYaa Kwafo-Akoto, partner in the Institutional Investor practice, discusses with Kuang Chiang, Senior Counsel in the Sanctions & Regulatory Group, issues relevant to institutional…

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Publications: 26 January 2022

Great Fund Insights: New Year, new marketing guidelines

In this Great Fund Insights client alert, Allen & Overy's aosphere team explore ESMA's Guidelines for Funds' Marketing Communications that come into force on 2 February 2022.

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Recognition