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Charles Russell Speechlys LLP

Work 020 7203 5000
Fax 020 7203 0200
Cheltenham, Doha, Dubai, Geneva, Guildford, Hong Kong and 5 more

Jonathan Bayliss

Work 020 7427 6699
Charles Russell Speechlys LLP

Work Department

Charities and not-for-profit, financial services, private wealth; financial services and funds.


Jonathan covers a wide range of financial services product and regulatory work, with a particular focus on advising institutional clients in the wealth management and private banking sectors. His clients include private banks, private wealth and institutional investment managers and advisers, family offices, depositaries and custodians. He acts for a number of significant family offices, advising on the structure of offices, managing regulatory and custody risk, and on investment transactions undertaken by the offices themselves and jointly with other families. Jonathan's product practice includes advising on the structuring, establishment and distribution of investment funds, investment trusts, structured products and other types of investment product provided by the private wealth community. Jonathan has leading expertise on charity funds and investment structures in the not-for-profit sector. An important part of Jonathan's practice is advising on the legal aspects of lending and deposit facilities. He has advised many banking clients on the structuring of lending facilities consistently with the increasing application of regulation in the area of consumer credit and mortgages. On the regulatory side, Jonathan's practice covers the range of UK and EU legal and regulatory issues faced by those providing financial services in, from and into the UK, including MiFID, financial promotions, BCOBs, mortgage regulation, custody and client money, distribution and conduct of business rules generally.

London: Corporate and commercial

Financial services

Within: Financial services

'In addition to providing excellent and up-to-date regulatory advice', Charles Russell Speechlys LLP 'sets itself apart from others by providing a personalised and hands-on approach'. Able to draw on the expertise of the firm’s private client practice, the team has a particular focus on regulatory issues impacting the private banking and wealth management sector. Praised for her 'sound and pragmatic advice', Kate Troup is particularly accomplished at work in this area and regularly provides regulatory structuring advice to banks to ensure that lending facilities are consistent with the regulations affecting consumer credit and mortgages. Jonathan Bayliss is also well-versed at regulatory issues within the private banking and wealth management sector; he regularly assists on the structuring and establishment of  investment funds including his recent work for ShadowFall Capital & Research on the formation of a Cayman domiciled hedge fund and on all related UK regulatory aspects. William Garner has a focus on UK and EU regulations affecting the wholesale trading and markets sector; he recently assisted NFEx Markets on the establishment of the platform and on the authorisation process to become a multilateral trading venue. Other clients include London Stock Exchange, St James's Place and McInroy and Wood.

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Legal Developments by:
Charles Russell Speechlys LLP

  • Annual reports and annual general meetings

    With the Summer annual general meeting (AGM) season now on the horizon, many company secretaries and general counsel will be considering the preparation for their AGMs and the publication of their annual reports. ‚Ä©
    - Speechly Bircham

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