Our Investment Funds practice at Spencer West CLP is dedicated to providing comprehensive expertise across the entire life cycle of both closed-ended and open-ended investment funds. Our team is distinguished by specialists with deep expertise in the asset management and investment funds sector.
Leveraging a global perspective and in-depth knowledge of over 30 jurisdictions, including but not limited to the British Virgin Islands, Cayman Islands, Cyprus, England & Wales, Ireland, and the UAE, we offer a comprehensive range of services. This allows us to navigate the complexities of diverse asset classes, including cryptocurrencies/digital assets and strategies to meet the unique needs of our clients.
Our highly experienced team brings decades of collective experience gained in other leading offshore firms. We take pride in our long-standing relationships with sophisticated fund sponsors, investors and financial institutions. This underscores our commitment to providing outstanding legal advice in evolving regulatory and market environments.
Reconciling complex regulatory and tax regimes with the unique requirement of our clients’ investment strategies is our forte. We tailor our advice to provide practical, commercial guidance that aligns seamlessly with your business objectives.
At Spencer West CLP, we provide comprehensive advisory services to UCITS and Alternative Investment Fund Managers (AIFMs). This covers a diverse range of investment strategies including private equity, venture capital, debt, real estate, and hedge funds. Additionally, we specialise in facilitating the establishment of UCITS management companies and AIFMs. Our established practice streamlines the setup process, ensuring compliance and efficiency every step of the way.
- fund formation, structuring and registration
- tokenised funds
- investment manager formation, structuring and registration, and investment management agreements
- fund subscriptions and redemptions
- fund finance (including subscription finance, NAV finance and hybrid finance)
- amending fund terms
- establishing new classes or series of fund interests, and new segregated portfolios
- wind-downs and de-registrations
- regulatory compliance, including AML and FATCA/CRS
- primary and secondary fund investments
- fund disputes
- investment managers, fund administrators and advisors
- insurers
- sovereign wealth funds
- pension schemes
- family offices
- trustees
- banks and other financial institutions
- sponsors