Brodies' funds group has established a strong reputation for advising a diverse client base of investment managers, banks and other market participants on the full range of specialist and retail investment structures, including marketing, distribution, financing, tax and transactional matters.

Our team includes specialists with in-house experience and we provide bespoke advice on regulatory matters. We recently assisted a major financial institution with critical responses to enquiries relating to the distribution of an investment product.

Brodies offers market-leading expertise in the use of Scottish limited partnerships in asset-backed funding and other highly structured transactions. Over the past three years we have advised clients including NYSE and FTSE 100 groups on transactions of this type with an aggregate value of over £2 billion.

Our transactional and fund formation work regularly involves firms of lawyers based in London and offshore jurisdictions, to which we provide an efficient and responsive service.

We advise on the formation and operation of investment funds, including unit trusts, OEICS, specialist collective investment schemes and investment structures. Our funds practice draws on the leading expertise within the firm including corporate, banking, private equity, property, regulation, tax and employment. Our funds advisory services cover:

  • Fund formation
  • Fund reconstructions, capital reorganisations and schemes of arrangement
  • Fund and asset management outsourcing
  • Carried interest and executive remuneration strategies
  • Custody arrangements
  • Management contracts
  • Prospectuses and promotional literature
  • Limited partnership and limited liability partnership agreement
  • Compliance manuals
  • FCA and PRA regulation and authorisation
  • Corporate governance and directors' duties

Download your free Guide to Alternative Investment Funds published by Global Legal Group Ltd, London

Click here for an overview on Scottish Limited Partnerships, and why this vehicle is attractive to fund managers, promoters and investors.

Brodies’ corporate & commercial team was named Legal Advisor of the Year 2014 at the Deals and Dealmakers Awards.

To find out more about how our team can help please contact Andrew Akintewe on 0131 656 0210 or by email at andrew.akintewe@brodies.com.