Investment Managers
Investment management clients appreciate our global outlook, financial services industry expertise, commercial acumen and regulatory knowledge.
We advise investment managers in both mature and emerging markets across all asset classes on the laws of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey.
Clients draw on our global corporate, finance, regulatory and fiduciary expertise on matters including investment funds, banking and finance, corporate and M&A, regulatory, family office, tax, private wealth and employment.
We provide advice on the structuring and organising of offshore open and closed-ended investment companies, unit trusts, investment trusts, limited partnerships, as well as numerous private and public fund vehicles. We also advise on structuring and establishing carried interest vehicles and other remuneration and co-investment schemes, plus IPOs, spin-outs, mergers, migrations and local financial services and tax legislation in the jurisdictions in which we operate.
Our deep understanding of the investment management industry means that our cross-practice, international teams are also able to quickly and expertly advise on regulatory changes, such as MiFID, AIFMD, Dodd-Frank and Volcker Rule.
News, briefings and articles
22 September 2023 | Briefing
Guernsey's fast track application regime for managers of overseas funds
19 September 2023 | News
Carey Olsen shortlisted for Offshore Firm of the Year at The Lawyer European Awards
13 July 2023 | News
Carey Olsen named Offshore Firm of the Year at Chambers High Net Worth Awards 2023
14 June 2023 | Briefing
Cayman Islands funds - governance update
11 May 2023 | News
Carey Olsen advises on the successful launch of the Marunouchi Climate Tech Growth Fund L.P.
03 May 2023 | Briefing