Industry

Investment Management and Funds

WH Partners’ financial services team delivers tailored investment solutions, combining regulatory expertise with tax insights. From fund promotion and structuring to the set-up of collective investment schemes, we provide comprehensive support for fund initiators.
Regions

Our financial services team offers a versatile range of investment services and fund products that can be tailored to meet the requirements of many fund initiators. With a strong regulatory expertise coupled with our tax experts, we offer a broad range of services, from promotion through to formation and fund structuring and assistance with the set-up of collective investment and investment services applications.

Our Services

Fund formation and structuring

Collective investment scheme set-up

Investment services license applications

Regulatory compliance and reporting

Tax advisory and structuring for funds

Assistance with fund governance and management

Drafting and review of offering documents

Ongoing legal support for fund operations

Assistance with cross-border fund distribution

Due diligence and risk assessment for fund initiators

Assistance with mergers and acquisitions involving funds

Investment Management and Funds

Key Contacts

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