Carey Olsen acts for a considerable number of Jersey-based funds, assisting on the structuring and launch of new investment vehicles and advising on regulatory requirements. Heading the group are Robert Milner, who specialises in the establishment of fund manager vehicles and fund migrations into Jersey, and James Mulholland, who takes the lead on private equity matters. Daniel O’Connor advises across the life cycle of funds and real estate holding structures, while Christopher Griffin has niche experience in structuring digital asset funds. Claire Le Quesne handles fund structuring mandates and subsequent restructuring and refinancing matters.
Investment funds in Jersey
Carey Olsen
Praxisleiter:
Robert Milner; James Mulholland
Weitere Kernanwälte:
Daniel O’Connor; Christopher Griffin; Claire Le Quesne
Referenzen
‚The Casey Olsen team was recommended to us to handle the Jersey component of our transaction. We saw a quick turnaround of documents and rapid clearance by the JSFC for our transaction.‘
‚Quick communication on the work.‘
‚In my experience, the Carey Olsen team is the most sophisticated and commercial team operating in the Channel Islands. They have a strong investment funds, corporate and finance practice, with a deep bench of excellent lawyers.‘
Kernmandanten
FitzWalter Capital
RoundShield Partners LLP
Patron Capital Advisors
Feldberg Capital Limited
Sullivan Street Partners
Highlight-Mandate
- Advised FitzWalter Capital on the successful launch and final closing of FitzWalter Capital Partners II, which raised ~$1.4bn from institutional investors.
- Advised RoundShield Partners LLP on the successful closing of its fifth European special opportunities fund, with investor commitments of over $1bn.
- Advised Patron Capital on the launch of its latest European real estate fund, Patron Capital, VII LP.
Mourant
A wide variety of fund clients rely on Mourant for assistance with the setup of new investment structures, including private equity, credit, and real estate funds, among others, while also overseeing related fundraising activities and advising on regulatory compliance. Joel Hernandez heads the Jersey funds team, while Ben Robins leads the firm’s global funds group, with both maintaining practices that span private equity, venture capital, and real estate funds. Felicia de Laat helps private equity houses structure their funds and navigate regulatory frameworks, while Daniel Birtwistle’s practice encompasses private equity and property funds, as does that of Alex Henderson. Alistair Horn is noted for his expertise in digital asset and crypto funds.
Praxisleiter:
Joel Hernandez; Ben Robins
Weitere Kernanwälte:
Felicia de Laat; Daniel Birtwistle; Alex Henderson; Alistair Horn
Referenzen
‚Mourant is an excellent firm, giving timely and knowledgeable advice. They collaborate on our behalf with UK law firms, Jersey administrators and the Jersey regulators so we don’t need to get overly involved. I trust them implicitly.‘
‚Ben Robins is the standout partner in the Jersey investment funds industry. Always on hand and works in a very knowledgeable and collaborative manner. He is top class.‘
‚A dynamic team which is always able to provide well considered advice in a commercial and practical way, and which avoids being too legalistic. They are solutions-driven and proactive, which is hugely beneficial, and not always a given with legal advisors.‘
Kernmandanten
Alteri Partners
Catella APAM
Wilshire Advisors
TowerBrook
Legal & General Investment Management
Ardian
Long Harbour
Redical Limited
Esas
Signal Capital Group Holdings Limited
Highlight-Mandate
- Advised Ardian on the establishment of ASF IX, which raised a record-breaking $30bn for its latest secondaries platform.
- Advised Long Harbour on establishing a new investment fund backed by The National Pension Service of Korea.
- Advised Wilshire on the complex restructure of Bridgewater Fund Limited, a Jersey-regulated expert fund.
Ogier
Ogier is the first port of call for a number of notable asset managers requiring assistance with the structuring of Jersey-domiciled funds, also overseeing fund migrations into the jurisdiction and advising on fundraising efforts for clients ranging from private equity to VC, hedge and real estate funds. Niamh Lalor heads the group, with a practice covering AIFMD and other regulations governing the operation of funds, fund structuring and capital raising. Emily Haithwaite is a private equity specialist, assisting clients from launch to liquidation, while Sophie Reguengo assists real estate-focused funds with both structuring and transactional matters. In addition to advising fund managers on regulatory issues, Matt McManus is able to oversee the structuring of co-investment structures and joint ventures. Alexandra O’Grady, who made partner in June 2025, has expertise in helping with the launch of both closed and open-ended investment structures.
Praxisleiter:
Niamh Lalor
Weitere Kernanwälte:
Emily Haithwaite; Sophie Reguengo; Matt McManus; Alexandra O’Grady
Referenzen
‚Comprehensive knowledge crossing jurisdictional boundaries, resulting in comprehensive and quality advice.‘
‚Niamh Lalor is a standout partner who combines commercial awareness, a can-do attitude and a wealth of experience and knowledge, making her a vital partner to our business.‘
‚Good industry knowledge, solid practice, responsive, friendly team.‘
Kernmandanten
Index Ventures
Medicxi Ventures
Pacific Equity Partners
Partners Group
AEW Capital Management LP
Cain International
Cevian
The Fine Art Group
The AA Group
Maven 11
Orgueil Capital
Fundsmith
IK Partners
Alpstone Capital
Knight Frank Investment Management
CQS
Ethos Private Equity
Global Infrastructure Partners
London Venture Partners
Knife Capital
Salt Capital Ventures Limited
Alanda Capital
Deutsche Finance International
Paloma Capital
Palamon Capital Partners
Pemberton Asset Management
Quadriga Capital
Schroders Capital
Brooks Macdonald Asset Management International
EPIC Management Limited
Valor Real Estate Partners
Alexander Forbes
Intermediate Capital Group PLC
Neptune International
Geiger Counter Limited
DWS Real Estate
Rockpool Investments LLP
Pinebridge Benson Elliot
Julius Baer
Therium Capital
Darwin Capital
Ashburton
Alter Domus/Aztec/Highvern/JTC/Langham Hall/Ocorian/R&H/Saltgate/Apex
Highlight-Mandate
- Advised Index Ventures on the establishment of Index Ventures Growth VII, valued at $1.5bn, and on the establishment of Index Ventures XII, valued at $800m, both established as Jersey expert funds.
- Advised Pacific Equity Partners in relation to a number of their fund, fund service provider and co-invest structures.
- Advised Q Investment Partners on the launch of a Jersey private fund alongside joint venture partner Gamuda Land.
Appleby
Appleby‘s funds team is engaged across the life cycle of investment structures, advising sponsors and managers on the structuring and launch of new vehicles, the restructuring of existing funds and also acting for both lenders and borrowers in fund financing matters. Practice head Andrew Weaver is an expert in the set-up of an array of fund structures, ranging from partnerships to unit trusts and targeting asset classes including real estate and private equity. Made partner in October 2024, Paul Worsnop handles fund formations and utilises his tech sector background to assist clients targeting this space. Christopher Reed arrived from Walkers in January 2025, bringing expertise in sovereign wealth, private equity and VC funds, while July 2025 saw Tim Morgan, formerly of Maples Group, join the team, adding further fund structuring and regulatory specialisation.
Praxisleiter:
Andrew Weaver
Weitere Kernanwälte:
Paul Worsnop; Christopher Reed; Tim Morgan
Kernmandanten
Heligan Group LLP
Altor Funds
Stirling Square Capital Partners
Tritax Group
Bedell Cristin
Bedell Cristin oversees the structuring of vehicles ranging from typical investment funds to co-investment vehicles and joint ventures, among others, in addition to guiding fund sponsors and managers through Jersey’s regulatory and AML regimes. The team has particular expertise in assisting real estate investors, many of whom rely on practice head Martin Paul for assistance with transactions, financings, and structuring matters. Richard Le Liard‘s practice centres on private equity and venture capital, offering expertise on the launch of funds and establishment of fund managers, in addition to advising on AML/CFT compliance and tax matters.
Praxisleiter:
Martin Paul
Weitere Kernanwälte:
Richard Le Liard; Emily Nieuwburg
Referenzen
‚Strong knowledge of local factors and quick to provide advice.‘
‚Good responsiveness. We often need a quick turnaround on projects.‘
‚The team is very knowledgeable and readily available to assist at all times.‘
Kernmandanten
Nissay Asset Management
WELPUT
Orgueil Capital
CVC
Aviva Investors
Alicorn
Lombard Odier
STANLIB
Wisdom Tree
Arzan Financial Group
Highlight-Mandate
- Advised Alicorn in relation to all offshore aspects of the $150m acquisition by its flagship fund of Glassbox.
- Advised Aviva Investors in relation to significant milestones for its five Jersey expert funds that invest in social housing, ground rents, infrastructure, student and commercial assets.
- Acted as lead counsel to Nissay Asset Management in relation to the establishment, and termination, of a number of funds, including sub-funds established as part of the Global Diversification Fund, a multi-manager investment platform established in Jersey as a collective investment fund.
Walkers
Walkers assists clients with the establishment of Jersey-based investment structures, while also helping managers and sponsors based elsewhere with the regulations governing the marketing of their products in Jersey. Leading the team is Jonathan Heaney, managing partner of the firm’s Jersey office and a specialist in the setup of a variety of fund structures. Dilmun Leach advises asset managers on the launching and restructuring of funds, with supplementary expertise in private equity and commercial transactions. Christopher Reed departed the firm in January 2025, while in July Maples Group‘s Simon Hopwood joined the group, bringing additional fund structuring expertise across the private equity, credit and VC spaces, among others.
Praxisleiter:
Jonathan Heaney
Weitere Kernanwälte:
Dilmun Leach; Tatiana Collins; Kirsten Faichnie; Simon Hopwood
Referenzen
‚Walkers in Jersey is a go-to firm for funds matters. I enjoy working with Dilmun Leach in particular. It has good coverage and good people.‘
‚Dilmun Leach provides solid advice, is very commercial and has good availability.‘
‚Strength in depth and responsiveness.‘
Kernmandanten
Arcapita Investment Partners Limited
Factortech Jersey Ltd.
Flashpoint Capital
Hawthorn Residential Fund LP
Investec Bank PLC
J.P. Morgan Chase & Co
Kimberley PCC – Global Opportunities Fund PC
LGT Wealth Management
Productivity Media Inc
The Players Partnership LLP
Waystone Capital Management
Westbrooke Alternative Asset Management UK Limited
Highlight-Mandate
- Advised Kimberley PCC on the creation of its protected cell, Global Opportunities Fund PC, worth £430 million, which is listed on TISE.
- Advised Waystone as alternative investment fund manager in relation to $20bn-worth of private equity funds based in the Cayman Islands and Luxembourg, established by J. P. Morgan for HNW clients based in Jersey.
- Advised Investec Bank on the establishment of a new Jersey limited partnership as an alternative investment fund, with a £250 million target, which will be marketed to Investec’s HNWI clients.