Leading Associates

Investment funds in Jersey

Carey Olsen

Acting for a variety of Jersey-domiciled funds, Carey Olsen assists clients with formation and fundraising processes, and advises on the closing of fund structures. Robert Milner, whose clients range from boutique managers to international funds, and who has experience in the setup of Jersey vehicles, leads the team alongside James Mulholland, a specialist in advising private equity and real estate funds. Daniel O’Connor brings additional expertise in the launch, structuring, and winding up of real estate vehicles, while Christopher Griffin is a key contact regarding the regulatory aspects of fund launches and transactions, including joint ventures. Claire Le Quesne, who was made partner in July 2023, acts for a range of listed and non-listed funds on structuring and restructuring matters.

Praxisleiter:

Robert Milner; James Mulholland


Weitere Kernanwälte:

Daniel O’Connor; Christopher Griffin; Claire Le Quesne


Referenzen

‘The Carey Olsen investment funds practice is responsive and highly reliable. They understand their clients’ needs and provide very effective legal advice.’

‘Robert Milner is a very quick, commercially astute lawyer who understands the funds market very well. He is also very pragmatic and offers excellent solutions to legal issues. He is incredibly responsive.’

‘I am always glad to work with Carey Olsen. They are not only a standout in the Jersey market but, more generally, as offshore lawyers regardless of jurisdiction.’

Kernmandanten

Appian Natural Resources


Astarte Capital


Blue Noble


Bregal Capital


CBRE Global Investment Partners


Centricus Partners LP


CoinShares


Criptyque Limited


Davidson Kempner European Partners


Delancey Real Estate Asset Management


ED Group Holding


EJF Investments


EMK Capital


EPIC Private Equity


Epiris Managers


Expedition Growth Capital


Falco Regional Aircraft


FSN Capital Partners


GCP


Grainger


Gramercy Europe (Jersey)


Gulf Islamic Investments


Hermes GPE


Hollyport Capital


Insight Venture Partners


Janus Henderson Group


Kennedy Wilson Europe Real Estate


Lorton Media


Lothbury Investment Management


M7 Real Estate Financial Services


Mondrian Investment Partners


Montana Capital Partners


Oaktree Capital Management (UK)


Patron Capital Advisers


Quinbrook Infrastructure Partners


Realty Income Corporation


RK Investment Management


Schroder Real Estate Managers (Jersey)


Shaftesbury Capital plc


Softbank Group Corp


The Blackstone Group


TreasurySpring


Unigestion


Highlight-Mandate


  • Provided Appian Capital Advisory LLP with legal and regulatory advice in relation to the establishment of, first close, fundraising and final close of Appian Natural Resources Fund III.
  • Advised Patrizia Hanover Real Estate Investment Management on all Jersey law aspects of the sale of an A-listed office block in a historically significant location in the heart of Edinburgh.
  • Advised private debt manager Kreos Capital on its acquisition by BlackRock, including a pre-sale reorganisation.

Mourant

Mourant advises clients from across the spectrum of asset managers, including real estate, private equity and credit funds, assisting with the launch of a range of structures, and providing support through to the realisation of assets. Joel Hernandez and Ben Robins lead the group, acting for a roster of real estate and private equity clients, with the former noted for advising sovereign wealth and pension funds on investments in UK assets. Alistair Horn leads on crypto-asset investments, with Alex Henderson focusing on advising private equity and VC clients on the launch and day-to-day operation of their platforms. Daniel Birtwistle maintains a private equity and real estate practice, while Felicia De Laat advises impact investors on sustainable investments.

Praxisleiter:

Joel Hernandez; Ben Robins


Weitere Kernanwälte:

Alistair Horn; Felicia de Laat; Daniel Birtwistle; Alex Henderson; Stefan Chinniah; Mark Chambers


Referenzen

‘Mourant in my opinion is the leading investment fund team in Jersey. The team at Mourant is exceptional from the top down and the partners lead by example.’

‘I have worked with Alex Henderson on several matters with various levels of complexity and structuring, and he has always delivered exceptional service while being commercially minded. He has a unique balance of excellent knowledge base and relationship management, which is rare to find.’

‘Mourant have a team with extensive knowledge and experience in Jersey and great connectivity to other law firms and jurisdictions.’

Kernmandanten

Vitol


Nuveen Fund Management (Jersey) Limited


Heim Global Investor AS


Macquarie Group


Tritax Management LLP


MV Advisers LLP


Leon Capital


CVC Capital Partners


Signal Capital Partners


Lifestyle Hospitality Capital (LHC) Group


Whaivu Capital


BlackRock


Aberdeen Corporate Services Limited


Abrdn Asia Income Fund


UBS AG


Cornerstone Private Equity LLP


Stonehage Fleming Investment Management Limited


Highlight-Mandate


  • Advised CVC Capital Partners on the launch of its ninth flagship fund, CVC Capital Partners IX, the largest ever buyout fund by a private equity firm, which closed with commitments of €26bn.
  • Advised Heim in connection with the launch and first close of its flagship UK residential real estate development fund, Heim UK Residential Fund.
  • Advised BlackRock in its acquisition of growth and venture debt financing provider, Kreos Capital.

Ogier

Ogier supports clients working across a broad spectrum of asset classes, including real estate and infrastructure, hedge and private equity funds, as well as an increasing following amongst VC funds. The group advises on formation and restructuring processes, in addition to regulatory requirements. Practice head Niamh Lalor is noted for her work on both private equity and venture capital fund formations and capital raisings. Emily Haithwaite focuses primarily on private equity funds, advising across the lifecycle of fund structures and also acting for investors looking to invest in Jersey vehicles, with Sophie Reguengo handling both real estate and private equity matters. Matt McManus, partner as of May 2024, and Alexandra O’Grady are recommended for matters concerning fund launches, closings and regulatory obligations affecting their day-to-day operations, including AML regulations.

Praxisleiter:

Niamh Lalor


Weitere Kernanwälte:

Emily Haithwaite; Sophie Reguengo; Alexandra O’Grady; Matt McManus


Referenzen

‘Amazing response time and reactivity. Always able to find tailor-made solutions for every client.’

‘Niamh Lalor and Alexandra O’Grady are very responsive and efficient. They always find solutions and add a great value to the jurisdiction as a place of choice for investment funds.’

‘Niamh Lalor is a standout partner – client-focused, excellent knowledge and proactive in the relationship. She is a key person in supporting our business and undoubtedly adds value across a range of legal disciplines, with her professional and friendly approach.’

Kernmandanten

AEW Capital Management LP


Cain International


Cevian


CQS


Neptune International


Deutsche Asset Management


Franklin Templeton


DWS Real Estate


Rockpool Investments LLP


Ethos Private Equity


Global Infrastructure Partners


HSBC Bank plc – Jersey


London Venture Partners


Alexander Forbes


Pinebridge Benson Elliot


Julius Baer


IK Partners


Alpstone Capital


Index Ventures


Intermediate Capital Group PLC


Knight Frank Investment Management


Knife Capital


Salt Capital Ventures Limited


Alanda Capital


Deutsche Finance International


Medicxi Ventures


Pacific Equity Partners


Paloma Capital


Palamon Capital Partners


Pemberton Asset Management


Quadriga Capital


Schroders Capital


Therium Capital


Brooks Macdonald Asset Management International


EPIC Management Limited


Valor Real Estate Partners


UBS


STANLIB Fund Managers Jersey Limited


Ashburton


Local fund administrators including Alter Domus, Aztec, Highvern, JTC Group, Langham Hall, Ocorian, R&H Fund Services, Saltgate and Sanne (Apex Group)


Highlight-Mandate


  • Acted for an Australasian private equity house in connection with the launch of their seventh flagship private equity fund at AU$3bn.
  • Instructed in connection with a second fundraise for a global private equity house, targeting technology-enabled growth companies, primarily in Europe and the United States.
  • Advised Cain International in relation to a £500m UK PBSA investment platform supported by joint venture partner Menora Mivtachim Group, lender Apollo Global Management and property developers Fusion and Olympian.

Appleby

Appleby supports clients at the formation, financing and restructuring stages of the fund lifecycles and is also well positioned to advise on Jersey’s private funds regime and other regulatory requirements. Andrew Weaver leads the group, offering expertise in real estate, hedge, and private equity fund matters, advising on day-to-day issues and regulatory challenges. Paul Worsnop advises clients looking to launch fund structures and fundraising, with particular experience in the technology sector.

Praxisleiter:

Andrew Weaver


Weitere Kernanwälte:

Paul Worsnop


Referenzen

‘The Appleby team has a very good understanding of the laws and is able to answer most questions immediately or refer quickly to the relevant legislation in order to answer the question. This breeds a lot of confidence with clients.’

‘They are always available to answer queries in an acceptable timeframe and give clear and concise advice each and every time. Where needed, they will take the lead on certain items but are also happy to act in an advisory capacity, depending on the circumstance.’

‘Good, efficient service, and always responsive.’

Kernmandanten

Heligan Group LLP


Altor Funds


Stirling Square Capital Partners


Tritax Group


Highlight-Mandate


Bedell Cristin

Bedell Cristin‘s funds team is particularly adept at advising real estate funds, including investment syndicates and joint ventures, and is also noted for its advice to Middle Eastern managers on the structuring of Sharia-compliant investment vehicles. Martin Paul heads the group, advising a client base of private equity and real estate funds on their transactional activities, while Richard Le Liard is the key contact for regulatory issues, ranging from Jersey’s AML regime to international tax compliance and data protection.

Praxisleiter:

Martin Paul


Weitere Kernanwälte:

Richard Le Liard; Stephen Ferguson; Louise Ridgway; Emily Nieuwburg


Referenzen

‘Bedell Cristin is a friendly and collaborative firm that uses a mix of technical and innovative skills to ensure that clients get the best service possible.’

‘Richard Le Liard is possibly one of the best technical corporate and funds lawyers on the island and is always available to call with any queries that we have.’

Kernmandanten

Nissay Asset Management


CVC


Aviva Investors


Alicorn


Lombard Odier


MSS Capital


STANLIB


No Label Ventures


Wisdom Tree


Hoban Capital


Highlight-Mandate


  • Advised venture capital firm Alicorn in relation to the launch of its active growth secondaries fund, structured as a Jersey private fund and incorporated as a protected cell company.
  • 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.
  • Advised Nissay Asset Management in relation to the establishment, and termination of a number of funds.

Collas Crill

Collas Crill provides ‘friendly and practical advice’ to new fund managers, including family offices looking to set up tailored structures to manage private wealth, with expertise in fund launch, financing, and investor-side challenges. Practice head Sam Sturrock ‘goes beyond the expectations’ when assisting both institutional and private fund clients, advising on the structuring of JPUTs, private equity and VC vehicles and supporting them across their lifecycles.

Praxisleiter:

Sam Sturrock


Referenzen

‘The team is responsive and client-service focused.’

‘Sam Sturrock is well-versed in Jersey financial services law, but also thoughtful and practical in his recommendations.’

‘Partner-led, friendly and practical advice whilst always ensuring they flag the legal concerns.’

Kernmandanten

Intertrust Dublin


Highlight-Mandate


  • Established a £1.2bn master limited partnership, 5 investment limited partnerships and 4 carry limited partnerships, each structured as Jersey private funds with Jersey corporate general partners for a family office client.
  • Set up a $160m Jersey expert fund, structured as a limited partnership with Jersey general partner, to focus on secondaries and special situations investments.
  • Assisted a client in converting an existing Jersey private placement fund into a Jersey expert (public) fund.

Maples Group

Maples Group is the first port of call for several Middle Eastern fund managers, advising on vehicles targeting a range of asset classes including real estate, private equity and venture capital, among others. The practice is led by ‘safe pair of hands’ Simon Hopwood, a specialist in the structuring of REITs and Sharia-compliant funds, and Tim Morgan, who acts for private equity clients in relation to fund launches and restructurings, with additional expertise in regulatory and tax requirements.

Praxisleiter:

Simon Hopwood; Tim Morgan


Referenzen

‘Maples offers a high quality team of partners and associates who understand the Middle Eastern market and are therefore able to take a full part in structuring discussions, including regarding Sharia-compliant structures.’

‘Simon Hopwood is excellent at offering potential solutions and knows his funds area well. He’s very easy to work with.’

‘Highly responsive, easy to work with, knowledgeable regarding their practice area.’

Highlight-Mandate


Walkers

Walkers supports clients looking to launch fund structures in Jersey, advising on the setup of innovative investment vehicles for established players and new entrants to the market. Jersey managing partner Jonathan Heaney spearheads the funds practice, assisting private equity funds with new launches and also advising on BVI law. Dilmun Leach provides ‘good technical insights’ on a range of asset classes, including real estate, private equity and debt funds, providing advice on the restructuring of funds and regulatory requirements. Made up to partner in July 2023, Tatiana Collins acts for funds across their lifecycle, from launch to liquidation.

Praxisleiter:

Jonathan Heaney


Weitere Kernanwälte:

Dilmun Leach; Tatiana Collins; Christopher Reed; Adam Diamond


Referenzen

‘The team is familiar with Jersey fund regulations and was able to assist us and the client to navigate the local regulatory framework as local counsel in an expedient way.’

‘Very strong Jersey practice with real commercial knowledge.’

‘Dilmun Leach – great partner attention. Always trying to help on all fronts.’

Kernmandanten

Arcapita Investment Partners Limited


Flashpoint Capital


Hawthorn Residential Fund LP


Kimberley PCC – Global Opportunities Fund PC


LGT Wealth Management


The Players Partnership LLP


Westbrooke Alternative Asset Management UK Limited


Westbrooke Yield Plus PLC


Highlight-Mandate


  • Represented Global Opportunities Fund PC and worked with the ultimate beneficial owner of the structure and Stonehage Fleming on the establishment of Kimberley PCC and the creation of its protected cell, Global Opportunities Fund PC.
  • Assisted LGT Wealth Management with its acquisition of abrdn Capital Limited and certain subsidiaries.
  • Assisted in the establishment of Westbrooke Yield Plus PLC as a Jersey private fund and its subsequent conversion to an open-ended Jersey expert fund.