Managing Associate
Kate is an investment funds specialist, known for her expertise in listed closed-ended investment companies.
D +44 20 7809 2123
M -
Language - English
Jurisdiction - England & Wales
Kate is a managing associate in Stephenson Harwood's market leading investment funds team. She regularly advises listed investment companies and investment banks on IPOs, secondary issues and reconstructions.
Kate’s practice also encompasses financial services regulatory advice relating to the investment management sector.
Kate is well-regarded in the listed closed-ended investment funds space and clients appreciate her pragmatic approach and consistent delivery.
Invesco Asia Dragon Trust
Advised the company on its combination with Asia Dragon Trust pursuant to a scheme of reconstructionThe European Smaller Companies Trust
Advised the company on its defence against a requisitioning shareholder and subsequent cash and in specie tender offersJPMorgan Japanese Investment Trust
Advised the company on its combination with JPMorgan Japan Small Cap Growth & Income pursuant to a scheme of reconstructionHenderson EuroTrust
Advised the company on its scheme of reconstruction and winding-up and transfer of assets to Henderson European TrustAshoka India Equity Investment Trust
Advised the company on its share issuance programmeSeraphim Space Investment Trust
Advised the company on its IPO