Our investment adviser team gives practical legal and business advice to investment advisers across the globe so that they may focus on growth. Our clients include many of the largest global asset management firms, as well as start-up managers and specialized firms managing in traditional and alternative assets.
Our lawyers are well-versed in the legal, regulatory, and business needs of investment advisers, as well as all aspects of their operations, from day-to-day compliance to the sale, merger, and consolidation of advisers. Leveraging our offices in major international financial centers in Boston, Chicago, Frankfurt, Hong Kong, London, Melbourne, Milan, Munich, New York, San Francisco, Shanghai, Singapore, Sydney, Taipei, and Tokyo, they have the worldwide reach and the experience necessary to address issues affecting investment advisers operating within and across regulatory jurisdictions.
Our experience spans a broad variety of advisory products and services, including:
- Institutional and private advisory accounts
- Separately managed accounts and wrap/bundled fee programs
- Pension plan accounts
- Private investment funds
- Registered or authorized funds