Institutional Investor

Our specialist team has advised sovereign wealth funds, central banks, pension funds, insurance companies, DFIs, investment managers, family offices and high-net-worth individuals on their investments for over 25 years.  As a result, we have built up a global team of experts in the key financial centres, across Europe, the Middle East, Asia-Pacific, Australia and the U.S. 

In the last 12 months, we have advised on 100+ fund reviews, 50+ IMAs, 10+ fund of one matters, and 10+ co-investment matters. We currently advise 20 sovereign wealth funds in the Middle East alone.

Our institutional investor practice stands out in the market because it:

• is a dedicated business line not a by-product of our fund establishment practice;
• covers the broadest spectrum of legal and regulatory issues affecting investors; and
• advises a variety of institutional investors across geographies which gives us a unique perspective on what is market and the knowledge to negotiate skilfully on behalf of our clients.

Due to the high-volume of transactions our team advise on, we are able to provide bespoke transaction documents covering a range of legal issues.  The information held within our knowledge database allows us to advise on what terms are market, and to help them negotiate in a commercial, practical and cost-efficient manner.

Our capabilities include the following:

• Fund investments in private and public funds (across all asset classes)
• Co-investments
• Managed accounts and funds-of-one
• Custody arrangements
• Brokerage and other trading documentation
• Regulatory issues (e.g. shareholder disclosures, foreign investor/ market access regulations)
• Portfolio due diligence
• Trading documentation
• Authorised/managed funds
• Buy-out funds
• Shari’ah compliant funds
• Secondary transactions
• Investments into private equity funds, hedge funds, infrastructure funds, real estate funds; and credit/ debt funds.