Sectors - Asset Managers

In advising a broad spectrum of clients operating in the asset management and funds industry, Shepherd and Wedderburn offers a highly experienced team with dedicated UK expertise and which is drawn from a variety of specialist practice groups.  The team boasts a long track record of advising UK and global asset management and funds clients on a wide range of legal requirements and prides itself on its available and partner-led offering, its clear and pragmatic advice and its absolute focus on high quality service delivery.

We provide specialist transactional and advisory services to industry clients, extending from fund launches and investment company IPOs to secondary fundraisings and restructurings, from mergers and acquisitions of private and listed funds to sales of fund portfolios and progressive returns of capital, and from fund administration (including investment management agreements and depositary and administration arrangements) to tax efficient group restructurings using limited partnerships and other innovative vehicles.  In addition, we provide our clients with industry-specific dispute resolution and regulatory compliance expertise, together with UK-wide real estate, banking, employment law, share incentives, pensions and IT/IP services.  The team’s focus is on delivering solutions-driven legal advice and process tailored to the commercial needs of individual clients.  We also offer a range of value added services such as industry-specific client briefings, directors’ training, continuing obligations guidance and “on call” services for investment company secretarial teams.

The lawyers we instruct at Shepherd and Wedderburn provide an exemplary service and are quick to offer practical solutions when problems arise. They are a pleasure to work with.

Gordon Brough, Global Head of Legal
Aberdeen Asset Management PLC

Key People

Experience

Ignis UK Property Fund
Acting for Ignis UK Property Fund on various acquisitions (and associated lettings) of investment properties.
BlackRock International Limited
Acting for BlackRock International Limited in concluding an Agreement for Lease for BlackRock's new 80,000 sq ft office space at Exchange Place in Edinburgh, making it the largest office letting in Scotland in 2013.
Aberdeen Latin American Income Fund Ltd
Acting for Aberdeen Latin American Income Fund Ltd its placing and offer for subscription of 15 million C Shares.
Edinburgh Dragon Trust plc
Acting for Edinburgh Dragon Trust plc in connection with its placing and open offer of £60 million of Convertible Unsecured Loan Stock.
Aberdeen Latin American Income Fund Limited
Acting for Aberdeen Latin American Income Fund Limited on its IPO on the Main Market as the first UK-listed Latin American closed-ended investment fund with an income bias.
Nuclear Liabilities Fund Limited
Acting for Nuclear Liabilities Fund Limited (NLF) in connection with the £12.5 billion public takeover offer by Electricité de France for British Energy plc, in which NLF had a 35.6 percent interest.
Olim Property Limited
Acting on the buyout of Olim Property Limited management company from Close Brothers Asset Management and on related variations to the management agreements with Value and Income Trust plc.
Teesland Advantage Property Income Trust Limited
Acting for Teesland Advantage Property Income Trust Limited on its £76 million Main Market listing and on its subsequent takeover.
Leaf Clean Energy Company
Acting for Trading Emissions plc on its proposals to realise its investment portfolio and on related changes to its management contract.

Clients