Practice Expertise
- Banking and Finance
- Corporate
- Fund Formation
- Fund Finance
Areas of Practice
- Banking and Finance
- Corporate
- Fund Finance
- Fund Formation
- Investment Funds
- Listed Funds
- Listing REITs
- Listing Services
- Private Equity Funds
- Real Estate Funds
- The International Stock Exchange View More
WSG Practice Industries
Profile
David undertakes a wide range of corporate transactions with a particular experience in the launch of investment funds.
He is regularly instructed by fund managers, UK and international law firms and other financial services firms on the launch, administration, restructuring and listing of both closed and open-ended investment funds.
As well as private funds, David has advised funds that are listed on the LSE, AIM, Euronext and TISE.
David has been named as one of three 'global elite thought leaders' for the offshore region in the 2019 Who's Who Legal Private Funds Guide.
Areas of Practice
- Banking and Finance
- Corporate
- Fund Finance
- Fund Formation
- Investment Funds
- Listed Funds
- Listing REITs
- Listing Services
- Private Equity Funds
- Real Estate Funds
- The International Stock Exchange
Professional Career
David trained at Clifford Chance in London qualifying as an English solicitor in the Private Funds Group in 2004. While there he specialised in the establishment of institutional closed-ended investment funds particularly private equity, real estate and infrastructure funds.
In 2006, he spent nine months on secondment at ABN AMRO advising on the structuring and launch of institutional fund-linked investment products, before joining Carey Olsen in May 2007. David became a partner in 2013.
Recent Experience- Incorporating a Guernsey Company
- Acquisition by a Company of its own Shares
- Guernsey Funds: an overview
- Guernsey Registered Funds
- Guernsey Authorised Funds
- Guernsey Funds and the AIFMD
- New Promoters in Guernsey
- Hedge Funds in Guernsey
- Licensing under the POI Law
- Types of Fund Vehicles used in Guernsey
- Guernsey funds: practical matters to bear in mind
- Table of Guernsey Fund Structures
- Migrating a company into Guernsey
- Guernsey Funds: registered or authorised - which to choose?
- Guernsey Property Unit Trusts (GPUTs)
- Carey Olsen a finalist for The Drawdown Awards 2021
- Carey Olsen secures strong industry recognition in 2021 IFLR1000 rankings
- Carey Olsen advises Peel Hunt on London listing
- Carey Olsen shortlisted for Association of Real Estate Funds Awards
- Carey Olsen advises 7RIDGE on Trading Technologies acquisition
- Nine Carey Olsen partners recognised as private funds experts by Who's Who Legal
- Guernsey investment funds market update: expansion of economic substance requirements to partnerships and revision of finance laws
- Payment of dividends and distributions by a Guernsey company
- UK QAHCs - Asset Holding made simple through Guernsey companies
- Carey Olsen named best Guernsey law firm by Who's Who Legal for sixth successive year
- Breathing new life into London listed SPACs - Guernsey's role
- Expansion and sustainability – TISE evolves in 2021 with Carey Olsen as the leading listing agent again
- Carey Olsen tops legal adviser rankings in record year for Guernsey funds
- Carey Olsen is lanyard sponsor of the Guernsey Funds Forum 2022
- Carey Olsen shortlisted for fund formation expertise at The Drawdown Awards 2022
- Double shortlisting for Carey Olsen at Hedgeweek's European Digital Assets Awards 2022
- Carey Olsen advises Synthesis Capital on US$300m foodtech fund
