With a team that ‘delivers quality advice’ and ’never fails to showcase their in-depth knowledge’, Burges Salmon LLP is sought after by retail investment fund managers, pension funds, and LGPS funds to advise on complex, multi-jurisdictional mandates ranging from investment structuring and fund launches, to mergers and reorganisations. Heading up the group is Tom Dunn, who has deep expertise in assisting clients with the adoption of Sustainable Impact Labels, ESG transitions, and fund terminations, as well as regulatory compliance, the establishment of new funds, and structuring. Cross-border specialist Sarah Logeswaran is an asset to the department, offering advice on fund formations, maintenance, and regulations, while Brandon Wong specialises in ESG-related funds. Carly Phillips-Jones is another key member of the team and brings a wealth of FCA regulatory knowledge.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘The funds team delivers quality advice and never fails to showcase their in-depth knowledge on retail funds regulation.’
‘The partners and associates take the time to understand our business and demonstrate that they value fostering long-term relationships.’
‘Tom Dunn and Sarah Logeswaran are great to work with, and they provide practical legal advice efficiently and in an easy-to-understand manner.’
‘Associates are very engaged and knowledgeable on emerging regulation.’
‘Tom Dunn and Brandon Wong are both excellent.’
‘The firm's people and culture are different to a traditional law firm; the staff and partners are very approachable and helpful. They really understand our business.’
Key clients
- FundRock Partners Limited
- Border to Coast Pensions Partnership
- Carne Global Fund Managers (UK) Limited
- St. James’s Place
- Saltus Partners LLP
- Investment Fund Services Limited
- WAY Fund Managers
- Janus Henderson
- Wales Pension Partnership
- Rowan Dartington
- The Marlborough Group
- Apex FundRock Limited
Work highlights
Advising FundRock Partners on the adoption of a Sustainability Impact Label for the FP WHEB Sustainability Impact Fund.
Advising Border to Coast Pensions Partnership on the launch of the LGPS real estate ACS with multiple sub-funds.
Advising St James’s Place with the transition of its Sustainable & Responsible Equity Fund, including adopting the Sustainability Focus Label and appointing Shroders as the new fund manager.
Lawyers
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Practice head
Tom Dunn
Other key lawyers
Sarah Logeswaran; Brandon Wong; Carly Phillips-Jones