Burges Salmon LLP acts for clients requiring assistance with the structuring and launch of retail funds, including OEICs and LTAFs. The practice is also active on the regulatory front, advising on the FCA’s Consumer Duty and SDR regimes. Tom Dunn spearheads the firm’s efforts, acting for fund operators, managers and also pension funds across the lifecycle of their investment vehicles and liaising with the FCA on regulatory matters. Alex Gillespie is ‘pragmatic in his approach’ to structuring OEICs, AUTs and ACSs.
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‘It is the approach the team take which makes this law firm different to me. They are approachable and friendly and want to work with you to achieve the desired objective. I find they are more flexible and willing to help than other law firms.’
‘Tom Dunn is a standout partner for me. Different to partners at other law firms, he is much more approachable and flexible. He offers great support to our business and drives the culture within the team with all staff following his approach. He is a partner you can work alongside who demonstrates he cares very much about delivering a good outcome to his clients.’
'We have had a lot of collaboration with Burges, particularly through secondments to our firm, which has been great at solidifying the relationship, but also allows a two-way benefit of our firm benefiting from the support of an experienced and quality funds lawyer from Burges integrated within our firm for a period of time and at the same time Burges is able to learn more about how our organisation works.'
'Tom Dunn clearly has a lot of knowledge and experience in financial services regulation and retail funds space. He is also reachable when needed with reasonable notice for urgent matters.'
'Alex Gillespie is great to work with and has demonstrated through his work with us his experience and breadth of knowledge of the retail funds space. He is also pragmatic in his approach when needs be.'
Kernmandanten
- St. James’s Place
- Border to Coast Pensions Partnership Limited
- Carne Global Fund Managers (UK) Limited
- The Wales Pension Partnership
- Premier Miton
- Saltus Partners LLP
- Investment Fund Services Limited
- Way Fund Managers Limited
- FundRock Partners Limited
- The Financial Services Compensation Scheme
Highlight-Mandate
- Advised Border to Coast Partnership Limited on the launch of what is believed to be the first LGPS real estate umbrella ACS with multiple sub-funds.
- Advised the Wales Pension Partnership on the procurement of a new regulated third party operator for its ACS fund structure.
- Advised Carne Global Fund Managers (UK) Limited on the template sponsorship arrangements for its entire UK regulated fund range, including LTAFs.
Anwält*innen
Führende Partner*innen
Die stärksten Partner*innen ihres Praxisbereichs, die eine führende Rolle in signifikanten Mandaten einnehmen und weitreichende Anerkennung unter Wettbewerbern und Mandanten genießen.
Führende Associates
Führende Associates sind regelmäßig an zentralen Mandaten des Teams beteiligt und erhalten positives Feedback von Wettbewerbern oder Mandanten.
Alex Gillespie
Praxisleitung
Tom Dunn
Weitere Kernanwält*innen
Alex Gillespie