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Investment Funds

Monday, 30 November 2015

The Investment Funds group advises investment funds, their managers and investors.

Partner Profiles

Sam joined Travers Smith as a trainee in 1998 and he became a partner in 2008. Sam heads up the Investment Funds group and specialises in fund formation work for a wide range of private funds.

Email Sam
+44 (0)20 7295 3334

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If you would like us to talk you through how we can help your business, please contact: Head of Investment Funds - Sam Kay

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The Group brings together expertise from its corporate, regulatory, tax and real estate teams to provide multi-disciplinary and commercially driven advice.  Whatever your requirements, we are here to act as your trusted advisers.

"a wide breadth and depth of experience but also an accessibility and responsiveness which you do not get with many larger City firms."

Chambers UK

The core areas of our practice are Private Funds (including private equity, real estate, debt, infrastructure and hedge fund structures), Listed Funds and Retail Funds.

We have extensive experience of the fundraising process for a wide variety of fund structures and strategies.  But we do not just focus on these high-profile transactions: our aim is to build long-term relationships with clients, assisting with day-to-day issues to advising on complex large-scale projects and standing beside you through crisis management.

With tax regimes becoming more sophisticated and increased regulation being imposed on investment funds and their managers, specialist legal advice and support is required.  The Investment Funds Group is a cross-departmental team with strength-in-depth across our tax and regulatory practices.  This means we provide a seamless service and first-rate advice on all matters that are important to the business of our clients.