Home / Expertise / Funds
Telescope

Whether you are establishing, managing, investing in or lending to a fund, you need experienced advisers who have done it before.

Our specialist funds group has expertise in all fund types: open or closed-ended, institutional or retail, private or listed, partnership or corporate, authorised or unauthorised. The UK-based team is part of CMS’ global funds group. We advise clients wherever they are operating and can efficiently assist in co-ordinating your international distribution strategy.

As well as deep regulatory and taxation expertise, we bring practical advice based on long experience. We are recognised experts in fund formation and also advise on debt finance; fund mergers and restructuring; carry restructuring; secondary transfers; and regulatory affairs.

As well as technical expertise, your advisers should add practical value. We consciously cultivate relationships with regulators, depositaries, administrators and placing agents, which facilitates smooth transactions.

Knowledge of the asset class can be essential to a successful fund launch. CMS’ sector-driven approach allows us to offer asset-class expertise, particularly for real estate, private equity, infrastructure, energy and clean energy, transport, life sciences & healthcare and pharmaceuticals, and TMC.

Read more Read less
High­lights of our ex­per­i­ence in Funds in the UK
Law-Now: Funds
Vis­it Law-Now for leg­al know-how and com­ment­ary

Feed

Show only
CMS Ex­pert Guide to Pass­port­ing (UCITS)
03 Dec 19
Cent­ral Se­cur­it­ies De­pos­it­or­ies Reg­u­la­tion: 10 things you need to...
In an art­icle ori­gin­ally pub­lished in the Com­pli­ance and Risk Journ­al, Sam Robin­son, Susann Altkem­per and Yas­min Jo­hal ex­plain ten im­port­ant is­sues re­lat­ing to the Cent­ral Se­cur­it­ies De­pos­it­or­ies Reg­u­la­tion....
CMS Ex­pert Guide to Pass­port­ing (AIF)
02 Dec 19
Brexit news re­port for fin­an­cial ser­vices firms from 16 Novem­ber 2019...
1. FCA: Re­sponse to key com­ments from the in­de­pend­ent pan­els' an­nu­al re­ports for 2018-19 FCA has pub­lished its re­sponse to key com­ments from the an­nu­al re­ports of FSCP, FCA PP, FCA SBPP and FCA MPP....
CMS Ex­pert Guide to Private Place­ment of Funds
02 Dec 19
Brexit news re­port for fin­an­cial ser­vices firms - from 16 Novem­ber...
1.       FCA: Re­sponse to key com­ments from the in­de­pend­ent pan­els' an­nu­al re­ports for 2018-19 FCA has pub­lished its re­sponse to key com­ments from the an­nu­al re­ports of FSCP, FCA PP, FCA SBPP and...
26 Nov 19
FCA bans mar­ket­ing of spec­u­lat­ive mini-bonds to re­tail in­vestors
Today the FCA in­tro­duced tem­por­ary rules ban­ning the mar­ket­ing of spec­u­lat­ive mini-bonds to re­tail in­vestors. The rules will ap­ply from 1 Janu­ary 2020 for a peri­od of 12 months, ex­pir­ing on 31 Decem­ber...
19 Nov 19
Brexit up­date for fin­an­cial ser­vices firms from 2 Novem­ber 2019 to...
1. Brexit: Do­ing In­sur­ance busi­ness in France post exit day On 31 Oc­to­ber 2019 EIOPA pub­lished Mem­ber State re­sponses to its Feb­ru­ary 2019 ‘Re­com­mend­a­tions for the in­sur­ance sec­tor in light of the United...
18 Nov 19
Re­spons­ible In­vest­ment- the IA's Frame­work for a Com­mon Lan­guage
On 18 Novem­ber 2019, the In­vest­ment As­so­ci­ation re­leased its Re­spons­ible In­vest­ment Frame­work Fi­nal Re­port the “Re­port”). The Re­port fol­lows the IA’s con­sulta­tion at the be­gin­ning of this year,...
18 Nov 19
Re­spons­ible In­vest­ment- the IA's Frame­work for a Com­mon Lan­guage
On 18 Novem­ber 2019, the In­vest­ment As­so­ci­ation re­leased its Re­spons­ible In­vest­ment Frame­work Fi­nal Re­port the “Re­port”). The Re­port fol­lows the IA’s con­sulta­tion at the be­gin­ning of this year,...
13 Nov 19
OECD pro­pos­als set to rad­ic­ally change in­ter­na­tion­al tax frame­work
The OECD has re­cently is­sued two con­sulta­tion doc­u­ments seek­ing com­ments on its pro­pos­als for tack­ling the tax chal­lenges arising from the di­git­al eco­nomy. The first of these pro­pos­als (“Pil­lar One”),...
13 Nov 19
CMS Guide to Pass­port­ing: Rules on Mar­ket­ing Al­tern­at­ive In­vest­ment...