Jonathan Bayliss > Charles Russell Speechlys LLP > London, England > Lawyer Profile

Charles Russell Speechlys LLP
5 FLEET PLACE
LONDON
EC4M 7RD
England

Work Department

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

Position

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.

Lawyer Rankings

London > Investment fund formation and management > Listed funds

Always available, pleasant to deal with and clear at communicating‘ is how one client describes Charles Russell Speechlys LLP‘s investment funds department, which is jointly led by Jonathan Bayliss  and Keir Gordon. The group was strengthened by the addition of real estate funds expert Melville Rodrigues, who joined from CMS in April 2018. A varied client list is a key feature of the practice, which regularly assists both major institutional fund management groups and smaller boutique managers. The firm’s charity-sector group works hand-in-hand with the funds practice, attracting a number of charity fund managers. Victoria Younghusband is recommended for her ‘extremely responsive manner‘.

London > Corporate and commercial > Financial services: non-contentious/regulatory

Private banking and wealth specialist Charles Russell Speechlys LLP has experience in a range of financial services work, including regulated lending, structured products and matters with a cross-border element. Jonathan Bayliss leads the practice and has a particular focus on advising institutional clients. He can call on the expertise of Kate Troup, who handles investment management and private banking issues; and William Garner, who leads the firm’s broking, trading and markets practice.