Investment Funds

Our Experience

We advise on, and a number of our lawyers have been on the boards of, a full suite of funds, including simple private equity structures, unregulated funds, listed funds, expert funds and open-ended collective investment funds across a range of asset classes. Our clients range from start-up projects to the leading promoters and asset managers. We regularly act for private equity houses, investment managers, pension funds, institutional investors, ultra-high-net-worth individuals and private banks.

Through our offices in Jersey, Panama and South Africa, we are familiar with investment structures seeking to invest in emerging markets.

Our Services

We are able to provide comprehensive legal and regulatory advice on all aspects of fund formation, restructuring and winding up. In particular, we have expertise in the following areas:

  • formation;
  • reorganisations;
  • migrations;
  • regulation;
  • specialist fund functionary advice; and
  • termination and disposals.


Our Approach

We are known for our commerciality when it comes to advising on the set-up, regulation, reorganisation or termination of investment fund structures. We work closely with our clients to ensure they achieve their objectives in the most cost-effective and pragmatic way.

Our Experts

Carl O’Shea

Group Partner

Mark Rawlins

Group Partner

Simon Vivian

Group Partner

Our Publications

Qualifying Recognised Overseas Pension Scheme (“QROPS”)

Jersey Private Funds

From 18 April 2017, the Jersey Financial Services Commission (the “JFSC”) introduced a new, consolidated and streamlined funds regime, known as the Jersey Private Fund (“JPF”) regime, which will enhance Jersey’s competiveness as a leading jurisdiction to establish funds.

Private Trust Company

An insight into Jersey Funds

This note provides an overview of Jersey Funds

Qualifying Recognised Overseas Pension Scheme (“QROPS”)

Expert Funds In Jersey

This note provides an overview of the Jersey expert fund regime and how a typical Jersey expert fund is structured.

Qualifying Recognised Overseas Pension Scheme (“QROPS”)

Unregulated Eligible Investor Funds

The unregulated funds regime, was introduced on 19 February 2008 and allows eligible funds to notify the Jersey Financial Services Commission (the “JFSC”) of their establishment, rather than going through a full authorisation process.