Asset management, funds administration, custody services, as well as the structuring, registration and distribution of all types of investment products and services have become subject to increasingly challenging regulatory requirements. Due to our pioneering role in this area and our strong commitment to both regulatory and self-regulatory organisations, our team is a recognized market leader and our long standing expertise allows us to deliver highly specialised advice on all aspects of institutional asset management, investment services and products.

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Our key competences include:

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• Registration of US and English foreign investment funds with the Financial Market Supervisory Authority FINMA, including ETFs, and ongoing regulatory notifications and authorization proceedings

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• Structuring of open-ended and closed-ended investment vehicles for real estate, private equity and other alternative asset classes

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• Authorization with FINMA of fund asset managers, fund management companies, distributors and representatives of non-Swiss funds

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• Assistance in the context of the listing with SIX Swiss Exchange of ETFs, structured products and ETCs

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• Advice on the structuring of investment funds and other investment products, including on governance, compliance and transparency issues

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• Advice on the cross-border distribution of funds, structured products and other investment products and services

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• Drafting and negotiation of asset management agreements, advisory agreements, distribution and custody agreements

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• Advice to US and English pension funds, insurance companies and their asset managers as regards compliance with applicable regulatory investment restrictions

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• Investigations and enforcement proceedings in relation to funds and structured products

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At JMW Solicitors, we offer comprehensive legal services designed to assist our clients in every aspect of asset management. Our team of experienced solicitors provides expert guidance on safeguarding, optimizing, and managing assets effectively, ensuring that our clients' wealth is protected and positioned for growth.

 

Whether you are an individual, a business, or an institution, our goal is to offer tailored solutions that meet your unique needs and objectives in asset management. We understand that managing assets is a complex process that requires strategic planning and foresight.

 

Our solicitors work closely with clients to develop asset management strategies that are not only legally sound but also aligned with their financial goals. By offering personalized legal advice, we help clients make informed decisions about investments, asset protection, and wealth preservation. Our expertise covers a wide range of assets, including real estate, financial portfolios, business interests, intellectual property, and more. At JMW Solicitors, we believe that effective asset management starts with understanding our clients' needs and long-term objectives.

 

Whether our clients are focused on growing their asset base, protecting their wealth from potential risks, or planning for future generations, we provide the legal framework and support to help them achieve those goals. Our solicitors take the time to listen and collaborate, ensuring that every asset management plan is uniquely tailored to each client’s specific situation. One of the key services we provide in asset management is asset protection.

 

In today’s increasingly litigious environment, it is essential to protect your assets from potential legal claims, creditors, or unforeseen financial challenges. Our team at JMW Solicitors is highly skilled in setting up legal structures, such as trusts and holding companies, that can shield assets from exposure while maintaining compliance with all relevant regulations. We also advise on tax-efficient strategies that ensure clients retain as much of their wealth as possible. Estate planning is another crucial component of our asset management services.

 

Proper estate planning ensures that your wealth is distributed according to your wishes and that your family is taken care of in the event of your death. JMW Solicitors assists clients in drafting wills, setting up trusts, and planning for inheritance tax mitigation. Our solicitors are experienced in navigating the complexities of estate law, ensuring that our clients’ assets are managed and transferred in a way that minimizes disputes and maximizes value.

 

For clients with significant business interests, JMW Solicitors also provides expert legal advice on business asset management. This includes advice on succession planning, mergers and acquisitions, and restructuring. We help business owners protect their investments, ensure business continuity, and manage transitions in ownership with minimal disruption. Our goal is to help clients grow their businesses while protecting their interests for the future.

 

At JMW Solicitors, we also recognize the importance of international asset management, particularly for clients with global interests. Our solicitors have the expertise to assist with cross-border asset protection, tax planning, and estate planning, ensuring compliance with both UK and international laws. We work with a network of global legal professionals to provide seamless solutions for managing assets across multiple jurisdictions.

 

One of the advantages of working with JMW Solicitors is our commitment to staying up-to-date with the latest legal developments and market trends in asset management. Laws and regulations surrounding asset management are constantly evolving, and our team ensures that clients remain compliant while taking advantage of new opportunities.

 

Whether it’s changes in tax law, new financial regulations, or emerging investment trends, we keep our clients informed and prepared to adapt their asset management strategies accordingly. We also offer ongoing support and monitoring of our clients’ asset management plans. This means that as circumstances change, whether due to shifts in the market, changes in personal or business circumstances, or updates to the legal landscape, we are there to adjust strategies as needed.

 

Our long-term relationship with clients allows us to provide proactive advice that keeps their asset management plans optimized for success over time. In summary, JMW Solicitors plays a critical role in helping clients navigate the complexities of asset management with confidence and expertise.

 

Whether it’s asset protection, estate planning, business succession, or international asset management, our solicitors provide personalized, strategic advice to ensure that our clients' assets are managed effectively and securely. By combining our legal expertise with a deep understanding of our clients’ goals, we are able to deliver tailored solutions that help them preserve, grow, and transfer their wealth with peace of mind.

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