Global home Practices Finance, financial services regulation and investment products Asset management Overview Our people Asset management Eversheds Sutherland is regarded as a leading adviser to the asset management and investment funds sector. We focus on asset management and financial services regulation, covering the full spectrum of institutional, retail and alternative investment funds and regulations governing the advisers, managers and distributors of such funds. We advise on regulatory and compliance matters, including enforcement procedures, and have extensive experience in advising investment managers, broker-dealers, life insurers, custodians, transfer agents, depositaries, mortgage lenders and pension providers on their products and services and the regulations under which they operate. Whatever your needs in this complex and evolving legal area, we are here to help you. Experienced asset management lawyers Our dedicated Asset Management team comprises lawyers around the world who, in addition to high-quality legal advice, provide strategic guidance and a wealth of product experience. We advise on the legal and regulatory requirements of a wide range of fund operators and fund products, including: UCITS and AIFs mutual funds, closed-end funds, interval funds and business development companies hedge funds private equity funds funds of funds investment trusts real estate funds charity vehicles including corporate, trust, limited partnership or authorized contractual schemes Eversheds Sutherland has been involved in investment fund product development and regulatory interpretation for the asset management industry for more than 40 years. We take an innovative and proactive approach to our work and are involved at the highest level in the industry, helping to shape regulation. Our experience includes: counseling the UK Financial Services Authority to work on the COLL Sourcebook involvement with HM Treasury and HM Revenue & Customs to resolve issues arising from changes to the stamp duty land lax regime advising HM Revenue & Customs on property authorized investment funds including commentary on draft legislation consulting on the tax transparent investment fund structure including drafting the standard documentation for the Institute of Money Advisers. advising a $90 billion global alternative asset manager in its enterprise-wide risk assessment representing a large US-based asset management firm in the sale of a private fund portfolio in connection to the wind-up of a fund-of-funds vehicle representing a leading US fixed-income private fund manager in the formation of domestic and offshore hedge funds and private equity funds to deploy the manager’s direct lending platform As the financial services industry increasingly embraces new technology, we stand at the cutting edge, advising a number of clients in the Financial Conduct Authority’s sandbox, on the regulatory implications of “robo” advice, the implementation of blockchain technology and the regulatory impact of high-speed trading Contact our Asset Management team If you would like any further information or need advice on asset management matters, please contact our legal team. Key contacts Pamela Thompson, Partner +44 207 919 0577 E-mail Pamela Thompson Michaela Walker, Partner +44 207 919 0541 E-mail Michaela Walker Julian Brown, Partner +44 20 7919 0539 E-mail Julian Brown Steven B. Boehm, Partner +1 202 383 0176 E-mail Steven B. Boehm Stephen E. Roth, Partner +1 202 383 0158 E-mail Stephen E. Roth Michael B. Koffler, Partner +1 212 389 5014 E-mail Michael B. 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Eversheds Sutherland is a global provider of legal services operating through various separate and distinct legal entities. Eversheds Sutherland is the name and brand under which the members of Eversheds Sutherland Limited (Eversheds Sutherland (International) LLP and Eversheds Sutherland (US) LLP) and their respective controlled, managed and affiliated firms and the members of Eversheds Sutherland (Europe) Limited (each an "Eversheds Sutherland Entity" and together the "Eversheds Sutherland Entities") provide legal or other services to clients around the world. Eversheds Sutherland Entities are constituted and regulated in accordance with relevant local regulatory and legal requirements and operate in accordance with their locally registered names. The use of the name Eversheds Sutherland, is for description purposes only and does not imply that the Eversheds Sutherland Entities are in a partnership or are part of a global LLP. The responsibility for the provision of services to the client is defined in the terms of engagement between the instructed firm and the client.