Clients choose us because we combine deep sector expertise with a practical, commercial approach - delivering advice that is not only legally robust but also aligned with your business goals.
We understand the pressures and opportunities unique to investment managers. Our team works closely with you, providing clear guidance on everything from M&A and tax to employment, joint ventures, and regulatory compliance and authorisation. Whether you’re launching new products, expanding your services, or managing risk, we help you move forward with confidence.
What sets us apart is our commitment to your success. We are known for our responsiveness, attention to detail, and ability to anticipate challenges before they arise. Many of our lawyers have worked as regulators or in-house counsel, so we offer insights that go beyond the law—helping you stay ahead of regulatory changes and industry trends.
If disputes or investigations occur, you benefit from our leading litigation team, who have a proven track record in resolving complex, high-profile cases.
The very responsive and capable team provides high-quality and cost-effective advice.’
The Legal 500 Asia-Pacific: Greater China 2025 (Investment Funds)
With Stephenson Harwood, you gain a trusted partner who is proactive, strategic, and dedicated to protecting your interests—allowing you to focus on what matters most: your clients and your growth.
Our Services
Expert guidance on mergers, acquisitions and disposals.
- Kudu Investment Management, LLC
Acted for Kudu Investment Management, LLC in its acquisition of minority interests in a number of regulated entities, involving the acquisition of shares as well as membership/partnership and LLP interests. - Charlemagne Capital Limited
Acted for Charlemagne Capital Limited in connection with its recommended takeover offer by Fiera Capital Corporation. - City of London Investment Group plc
Advised CLIG on its c.£80 million acquisition of Karpus Management Inc. in an all-share merger. - Nexus
Advised the Nexus Group on Primary Health Properties plc's ("PHP") £33.1 million acquisition of Nexus Tradeco Holdings Ltd, the investment manager of PHP, enabling PHP to internalise its management function. - Miton Group
Acted for Miton Group plc on an all-share merger with Premier Asset Management Group plc.
Structuring and negotiating strategic partnerships for investment managers.
- Scape
Advised on its joint venture arrangements with a Dutch pension fund in order to establish a program to facilitate co-investment opportunities in interests in purpose built student and co-living accommodation in the UK and Ireland. - Hipgnosis Song Management
Advised HSM in relation to a joint venture with Blackstone. - Three Schroders funds (SREIT, SCREF and IED)
Acted on the formation of City Tower Unit Trust, a joint venture between three Schroders funds (SREIT, SCREF and IED) for the purposes of the acquisition of City Tower in Manchester. - Two Schroders funds (SREIT and SCREF)
Acted on the formation of Store Unit Trust, a joint venture between two Schroders funds (SREIT and SCREF) for the purposes of the acquisition of the University of Law campus on Store Street. - Schroders
Acted for Schroders on the structuring of a joint venture acquisition vehicle for the purposes of acquiring a hotel property and advising, preparing and negotiating the transaction documentation relating to this joint venture acquisition and operation.
Ensuring compliance with evolving global regulatory environment.
- Schroders
Advising Schroders in relation to the adoption of SDR-labelling in relation to one of its listed investment companies. - Better Society Capital Limited
Acted for Better Society Capital Limited in its shift from managing proprietary capital to also managing third party capital, including the launch of Schroder BSC Social Impact Trust plc. - Impax
Advise on a broad range of corporate, regulatory and other matters, connected to their sustainability mandate, including their acquisition of Pax World Management LLC, a US-based sustainable investment management firm.
Advising investment managers on employment matters and incentivisation structures.
- Scape
Advised on the introduction of a growth share scheme for employees. - Quoted investment management business
Advised the business in relation to the termination of their CEO's employment. - Liberum Capital
Long-term advice on employee share plan arrangements including on its merger with Panmure Gordon. - Special Opportunities REIT
Advised on long term incentive arrangements for their proposed IPO.
Awards and Recognition
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Stephenson Harwood advises Middlefield Canadian Income fund on groundbreaking ETF transition
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