Here at Womble Bond Dickinson, our team of investment funds lawyers are dedicated to offering business-critical advice in the heavily-regulated legal arena of investment funds law. Working closely with clients to design both onshore and offshore strategies that reflect the current market conditions, our guidance is beneficial to both you and your investors. With experience across a range of sectors including real estate, private equity, energy and more, our funds lawyers are able to provide clients from all backgrounds with knowledge-driven, comprehensive investment funds advice.

Standing at the forefront of new developments within fund structures, our investment funds lawyers are able to provide an in-depth understanding of the current investment climate and how to best navigate through regulations in order to achieve your full investment potential. With a knowledgeable background in all sectors of legal and financial law, our investment solicitors are able to advise clients on all legal aspects of investment funds, as well as share an awareness of market standards and fund terms to help all clients effectively meet their investment goals.

Investment fund clients

Critical to ensuring the correct investment fund decisions are made, our funds lawyers work alongside clients to familiarise themselves with their specific needs. This in-depth understanding allows our teams to design the right fund structure for the business. Our investment fund clients includes:

  • Private fund managers, including US-registered investment advisers
  • Global insurance companies
  • Asset management groups
  • Real estate, private equity and lending funds
  • Institutional investors
  • Public equity funds 
  • FCA authorised fund managers in the UK
  • Fund administrators.

Investment funds law services

Our investment lawyers are here to offer clients complete and effective investment funds advice in order to get the most from your investments, covering a range of services including:

  • Putting in place structures to help minimise costs and prevent tax liabilities
  • Helping with the creation, structuring and management of investment funds and co-investment vehicles
  • Advising on the smartest way to adhere to regulatory requirements whilst still benefiting the most from your investments
  • Aiding in the development of structures that to market the fund, and provide assistance in the negotiation of side letters and other investor-side arrangements
  • Representing fund managers.

If you’re in need of legal guidance surrounding investment funds, get in touch with our team of specialist investment lawyers at Womble Bond Dickinson, or browse our professional staff to see how we can help you today.

What we do

  • Represent fund managers in the organization of fund, GP and related entities; negotiations with investors, compliance with applicable regulation, governing laws and securities laws
  • Draft Private Placement Memoranda and prepare Limited Partnership Agreements, Management Agreements, Depositary Agreements, Administrator's Agreements and related documentation
  • Advise on AML and KYC compliance and related issues
  • Represent large institutional investors in review and evaluation of fund documents and negotiations in changes to terms and side letters
  • Assist with regulatory requirements related to the UK AIFMD Regime, the EU AIFMD Regimes, and the US Investment Advisers Act and Investment Company Act
  • We also represent investment funds clients in: 
    • Reorganizations
    • Investor disputes
    • Employment issues 
    • And we coordinate with outbound investment counsel on alternative investment vehicles.

Examples of work

  • Represented a real estate fund in connection with the formation, offering of interests in and operation of a fund with over $200 million in investor commitments from US and foreign investors
  • Advised a large UK bank on its participation in a lending fund
  • Over a 12-year period, we have represented one of the world’s largest institutional investors in connection with a variety of customized separate account, fund-of-one and commingled fund transactions ranging in size from $25 million to over $1 billion
  • We have advised both a private equity house and a large depository, in the UK, on AIFMD implementation and subsequent issues
  • Representing a large institutional investor with respect to various investments in private equity, real estate, credit, and hedge funds valued at over $1 billion in total since 2015
  • Advised a UK based cornerstone investor on the documentation and issues concerning the launch of three Cayman Island tech-focused private equity funds 
  • Represented a UK based real estate management and advisory group on over a dozen fund and club deal projects over a period of six years.

Here at Womble Bond Dickinson, our team of investment funds lawyers are dedicated to offering business-critical advice in the heavily-regulated legal arena of investment funds law. Working closely with clients to design both onshore and offshore strategies that reflect the current market conditions, our guidance is beneficial to both you and your investors. With experience across a range of sectors including real estate, private equity, energy and more, our funds lawyers are able to provide clients from all backgrounds with knowledge-driven, comprehensive investment funds advice.

Standing at the forefront of new developments within fund structures, our investment funds lawyers are able to provide an in-depth understanding of the current investment climate and how to best navigate through regulations in order to achieve your full investment potential. With a knowledgeable background in all sectors of legal and financial law, our investment solicitors are able to advise clients on all legal aspects of investment funds, as well as share an awareness of market standards and fund terms to help all clients effectively meet their investment goals.

Find an expert

Key contacts

People with expertise in investment funds

Our expertise in investment funds

Investment fund clients

Critical to ensuring the correct investment fund decisions are made, our funds lawyers work alongside clients to familiarise themselves with their specific needs. This in-depth understanding allows our teams to design the right fund structure for the business. Our investment fund clients includes:

  • Private fund managers, including US-registered investment advisers
  • Global insurance companies
  • Asset management groups
  • Real estate, private equity and lending funds
  • Institutional investors
  • Public equity funds 
  • FCA authorised fund managers in the UK
  • Fund administrators.

Investment funds law services

Our investment lawyers are here to offer clients complete and effective investment funds advice in order to get the most from your investments, covering a range of services including:

  • Putting in place structures to help minimise costs and prevent tax liabilities
  • Helping with the creation, structuring and management of investment funds and co-investment vehicles
  • Advising on the smartest way to adhere to regulatory requirements whilst still benefiting the most from your investments
  • Aiding in the development of structures that to market the fund, and provide assistance in the negotiation of side letters and other investor-side arrangements
  • Representing fund managers.

If you’re in need of legal guidance surrounding investment funds, get in touch with our team of specialist investment lawyers at Womble Bond Dickinson, or browse our professional staff to see how we can help you today.

What we do

  • Represent fund managers in the organization of fund, GP and related entities; negotiations with investors, compliance with applicable regulation, governing laws and securities laws
  • Draft Private Placement Memoranda and prepare Limited Partnership Agreements, Management Agreements, Depositary Agreements, Administrator's Agreements and related documentation
  • Advise on AML and KYC compliance and related issues
  • Represent large institutional investors in review and evaluation of fund documents and negotiations in changes to terms and side letters
  • Assist with regulatory requirements related to the UK AIFMD Regime, the EU AIFMD Regimes, and the US Investment Advisers Act and Investment Company Act
  • We also represent investment funds clients in: 
    • Reorganizations
    • Investor disputes
    • Employment issues 
    • And we coordinate with outbound investment counsel on alternative investment vehicles.
In need of an finance lawyer? Look no further.
At Womble Bond Dickinson we have an exceptional team of talented lawyers and business professionals who can offer guidance and find the solutions right for your business. We have both broad and niche expertise across all our UK and US offices.

Examples of our work and how we’ve helped companies of all sizes with a wide range of challenges.

  • Represented a real estate fund in connection with the formation, offering of interests in and operation of a fund with over $200 million in investor commitments from US and foreign investors
  • Advised a large UK bank on its participation in a lending fund
  • Over a 12-year period, we have represented one of the world’s largest institutional investors in connection with a variety of customized separate account, fund-of-one and commingled fund transactions ranging in size from $25 million to over $1 billion
  • We have advised both a private equity house and a large depository, in the UK, on AIFMD implementation and subsequent issues
  • Representing a large institutional investor with respect to various investments in private equity, real estate, credit, and hedge funds valued at over $1 billion in total since 2015
  • Advised a UK based cornerstone investor on the documentation and issues concerning the launch of three Cayman Island tech-focused private equity funds 
  • Represented a UK based real estate management and advisory group on over a dozen fund and club deal projects over a period of six years.