Lead lawyer for flagship Luxembourg domiciled UCITS fund range and Luxembourg domiciled liquid alternative fund range. More recently involved in the establishment of a Luxembourg private markets RAIF platform. Working on complete product life cycle, including fund structuring, establishment, registration and ongoing maintenance. Advising on all aspects of fund and investment management regulation, including MiFID II, UCITS, AIFMD, SFDR and Money Market Funds. Experience also includes supporting… Show more Lead lawyer for flagship Luxembourg domiciled UCITS fund range and Luxembourg domiciled liquid alternative fund range. More recently involved in the establishment of a Luxembourg private markets RAIF platform. Working on complete product life cycle, including fund structuring, establishment, registration and ongoing maintenance. Advising on all aspects of fund and investment management regulation, including MiFID II, UCITS, AIFMD, SFDR and Money Market Funds. Experience also includes supporting institutional business negotiating IMAs and the global dealing desk. Member of numerous governance committees. Representing Ninety One as a member of the EFAMA fund regulation, asset protection and service providers standing committee. Show less

Supporting the U.K. and Middle East institutional business with IMA negotiations and amendments. Team of two lawyers implementing AIFMD as manager of multiple investment trusts. Supporting UK cash equity and bond dealing desk including the merger of two equity desks, negotiating broker terms of business, CSAs and placings.

Solicitor supporting host authorised corporate director of 200+ U.K. authorised funds. Working on fund establishment and maintenance, including drafting investment policies, prospectuses and instruments of incorporation and dealing with Reg 12, Reg 21 and Section 251 FCA applications. Drafting and negotiating sponsorship agreements with fund sponsors. Drafting and negotiating fund service providers agreements including management company agreements, investment management agreements, depositary… Show more Solicitor supporting host authorised corporate director of 200+ U.K. authorised funds. Working on fund establishment and maintenance, including drafting investment policies, prospectuses and instruments of incorporation and dealing with Reg 12, Reg 21 and Section 251 FCA applications. Drafting and negotiating sponsorship agreements with fund sponsors. Drafting and negotiating fund service providers agreements including management company agreements, investment management agreements, depositary agreements, administration, registrar and transfer agent agreements, hedge share class provider agreements. Negotiating platform and distribution agreements. Responsible for fund registration. Show less