Investment Funds

Our Experience

We advise on, and a number of our team have been on the boards of, a full suite of BVI funds, including simple private equity structures, professional funds, incubator funds, listed funds, approved 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 team, in conjunction with our listing partner, Hatstone Listing Services Limited, can also assist with listing on the The International Stock Exchange Limited, the Stock Exchange of Mauritius and the Irish Stock Exchange.

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;
  • listings;
  • 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 Publications

13/07/18British Virgin Islands – Investment Funds
This note provides a brief summary of BVI investment fund structures.
03/08/18British Virgin Islands – Investment Funds: The Approved Manager
This note provides some basic information about British Virgin Islands (“BVI”) investment funds.
03/08/18Investment Funds in the British Virgin Islands – Comparison Chart
This note provides a comparison of investment funds in the British Virgin Islands.