Investment funds

Investment funds require the right structuring, appropriate terms, market knowledge and careful management in order to take advantage of exciting investment opportunities. Our expert team can help.

Innovations in IT, the introduction of certain tax reliefs, the effect of austerity and other market factors, and the approach of the FCA to fintech, have revolutionised the investment funds market. Some issues such as regulatory hurdles, financial constraints, and investor sophistication are no longer impenetrable barriers for first time investment managers or investors.

New finance structures are emerging all the time. With a wealth of funds experience, we get to know your ambitions and risk appetite so that we can help you explore this dynamic and developing market to help find, create and invest using the right fund vehicle.

Our experience

Regardless of the investment objectives and the identity of the investors, we can help. Our clients range from listed investment funds to small groups of like-minded individuals who wish to pool their investments. Our recent work includes:

  • Acting for investment firms and investment advisers on the creation of a number of venture capital funds including the IQ Capital Fund III, which invests in deeptech; the Big Issue Invest Outcomes Investment Fund, which invests in outcomes-based investments; the UK China Enterprise Fund, which focuses on high-tech industries; and the Carbon Order No.2 Limited Partnership, an investment vehicle for cleantech.

  • Advising government departments, charities and universities in respect of the creation of, and participation in, global funds, including property and project development funds and environmental impact funds.

  • ​Working with The Children's Investment Fund Foundation on a range of UK and international fund structuring and management and charitable investment concerns.

  • Establishing a number of EIS and SEIS funds including the Haatch Venture & Enterprise Investment Fund (digital retail tech), the o2h Therapeutics Fund (life sciences), Bethnal Green Venture's Tech For Good SEIS and EIS Fund (tech with potential to solve social problems) and the QVentures Seed Investment Fund (tech businesses). 

Our lawyers

Our close-knit team includes corporate, tax, and regulatory specialist lawyers who regularly work together on funds and emerging finance. Combining our expertise with your ideas, we can innovate together. 

Did you know?

£6 billion AUM

Our funds team is engaged on over 15 fund matters in respect of funds representing over £6billion under management. 

1st

We have acted on landmark funds, including the University of Cambridge Enterprise Fund, the first collaborative alumni EIS fund.

£100million

Advised IQ Capital Partners LLP on the creation of the innovative multi-fund £100 million IQ Capital Fund III. 

What our clients say about us?

“Claire Clarke is an “incredibly effective lawyer” and receives market applause for her “wealth of expertise and entrepreneurial approach to solving problems".”

Chambers UK

“Dona Ardeman is “a valuable partner – very able, thorough, pragmatic, responsive".”

Legal 500

Our clients

Clients we’ve helped include:

  • First Property Group plc
  • The Mercia Technology Seed Fund
  • IQ Capital Partners
  • Big Issue Invest
  • Resonance Limited
  • The Children's Investment Fund Foundation
  • The UK China Enterprise LLP

Get in touch

Our team of legal experts are here to support you.
Contact one of our lawyers today.

Meet the investment funds team