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Kaye Scholer

Kaye Scholer is an international law firm of over 400 lawyers with offices in London, New York, L.A, Silicon Valley, Chicago, Washington DC, West Palm Beach, Frankfurt and Shanghai.
 
Our Investment Management Group serves the global investment management industry by providing a full range of legal services to UK, US and international private investment funds, investment managers, institutional investors, fund distributors, and service providers, including fund formation and tax structuring, management group structuring, investor relations and representations, ownership and compensation arrangements, customer documentation, compliance policies or procedures, fund regulation and compliance across multiple regimes, and secondaries transactions.

More specifically the UK practice of the Investment Management Group includes:

  • Fund formation, structuring and distribution (e.g. hedge, private equity, real estate and UCITS and master feeder structures), and launching sub-funds on hosted platforms
  • Structuring new investment management businesses and documenting the commercial arrangements (e.g. drafting shareholder and LLP agreements for investment management and similar businesses)
  • Advising on seed investments
  • Tax advice (US and UK), including FATCA
  • US securities and ERISA issues, including SEC and CFTC registration and exemptions and other Dodd Frank reforms
  • UK and EU financial services regulation (e.g FCA, AIFMD, MiFID), and including advising clients on FCA and AIFMD hosted platforms 
  • Bankruptcy issues, e.g. for distressed debt funds
  • M&A, including acquisitions of interests in investment management businesses

Our London investment management practice is headed by Simon Firth who is ranked in Chambers UK 2016, where he has been praised as “an absolute quality solicitor.” An earlier version of Chambers UK described him as a “highly valued funds partner” and clients noted that “he is a very knowledgeable individual who is more than happy to go the extra mile to get things done and isn’t afraid to push back if it is in your interests.” Simon is also recognised in The Legal 500 UK, IFLR 1000, Best Lawyers in the UK,  Expert Guides – Banking, Financial and Transactional Law and Investment Funds Lawyers for Investment Funds in the UK.

London tax partner, Daniel Lewin, who specializes in fund and investment management related tax issues, is recognised as a Leading Practitioner by Chambers UK (2010, 2011 and 2015) and Legal 500 (2014 and 2015), Chambers reported that Mr Lewin “receives universal praise for his ‘outstanding client service’ and ‘inside-out knowledge of the UK tax regime.”  Clients describe him as “very personable, very smart and very good at thinking ahead.”
 


For further information please contact Simon Firth, partner, on +44 (0) 20 7105 0583 or visit our website www.kayescholer.com.   




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"..Most importantly, their team is knowledgeable, efficient and extremely committed to excellent client service.."