CMS leverages ‘a deep understanding of regulatory expectations’ and is home to a team of investment specialists, who are prepared to handle both retail and private fund-focused mandates. Under the stewardship of Karagh Gilliatt, who is praised for her ’commercial and pragmatic advice’, the team advises fund management houses, pensions clients and overseas investors. Gilliatt is noted for her capabilities in OEICs and tokenised funds. Aidan Campbell is recognised for his ability to represent leading domestic financial institutions on an array of fund formation matters. Jamie Marshall is also a noteworthy practitioner on the team.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- Karagh Gilliatt has a deep understanding of our business, very responsive to client needs, and provides commercial and pragmatic advice. Excellent level of direct contact with the client. Sanaa Akhtar was very organized, proactive with client service, capable, and knowledgeable.
- Deep knowledge of our sector. Commercial in their advice. Deep understanding of regulator expectations. Easy to deal with. Can cope with the client's perspectives (not a given with many lawyers).
Key clients
- Scottish Friendly Assurance Society
- ESB Asset Development UK Limited
- Phoenix Group
- Baillie Gifford
- Carne Global
- Waystone
- Scottish Widows Schroder Personal Wealth
- Aegon Asset Management UK plc
- Scottish Equitable plc
- Nomura Asset Management UK
- Westbrooke Yield Plus Plc
- Abrdn Fund Managers
Work highlights
Acting for Aegon Asset Management (UK) plc and Carne Global Fund Managers (UK) Limited in the establishment of the CG AEGON LTAF and its two initial sub-funds, forming keystone blocks for UBC investment.
Acting for Baillie Gifford in the establishment of the UK’s first tokenised UCITS, the first on-chain fund to be authorised in the UK.
Advising ESB Asset Development on CIS and AIF matters relating to windfarms.
Lawyers
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Leading partners
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Practice head
Karagh Gilliatt
Other key lawyers
Aidan Campbell; Jamie Marshall