Joseph is a finance lawyer whose focus is derivatives and structured products. He is described as "approachable, knowledgeable and commercial" by Legal 500 UK. Joseph advises funds, investment and asset managers, banks, corporates and pension schemes on transactional, advisory and regulatory matters.
Derivatives and structured products
Joseph advises on derivatives, repo and securities lending under ISDAs, GMRAs and GMSLAs, as well as on fully bespoke documentation and on the impact of related regulation including the European Market Infrastructure Regulation (EMIR) and Securities Financing Transactions Regulation (SFTR).
He advises on the structure and documentation of transactions to hedge exposure to interest rate, FX, credit, equity, inflation, and commodity risks, as well as on investment management, custody, clearing and collateral management arrangements.
Joseph is recognised in particular for his expertise advising asset managers. He advises on fund structuring, trading documentation and regulatory matters. He acts for, among others, Allianz Global Investors, Bridgepoint Advisers Limited, BC Partners, Generation Investment Management, Guggenheim Partners, ICG and Montagu Private Equity.
Risk transfer, covenant and pensions investment
Joseph advises pension schemes and their employers on risk transfer and covenant matters, including guarantees, escrow arrangements, asset-backed contribution (ABC) structures, buy-in and buy-out (bulk transfer) transactions and longevity insurance transactions. He advised The Nortel Networks UK Pension Plan and the TRW Pension Plan on two of the UK's largest ever buy-outs and also acts for insurers such as Rothesay Life. Joseph advises on investment matters for, among others, the pension schemes of Associated British Foods, AXA, BAE Systems, British Steel, C. & J. Clark, Unilever, Vodafone, Willis Towers Watson and ZF.
Diversity and inclusion and market engagement
Joseph sits on the firm's Gender Balance Committee, which works to foster a more inclusive workplace for all, regardless of gender, and the Senior Associate Committee, which represents the interests of senior associates.
Joseph has co-authored articles on the subject of derivatives and associated regulation for the International Financial Law Review, Private Equity News, the Butterworths Journal of International Banking and Financial Law and Global Legal Insights. Joseph is a member of the FIA's Brexit Contingency Planning Working Group, ISDA’s Brexit Working Group and Invest Europe's OTC Derivatives Working Group and regularly speaks at industry roundtable events.