• Advising on the establishment and regulatory authorisation of various asset managers, under the AIFMD and MIFID II.
    • Advising fund managers and distributors on cross-border distribution and marketing under the AIFMD, under the passporting and national private placement regimes. 
    • Advising various asset managers on UK and EU regulatory issues in relation to the structuring of funds, separate accounts and other investment products and services.
    • Advising various asset managers on regulatory approval for “change in control”, on a conditional and unconditional basis, and negotiating with the FCA in this regard.
    • Advising on and implementing regulatory change projects for asset managers (MIFID II, AIFMD), with a focus on markets and trading issues.
    • Advising various US investment managers on various regulatory and structural matters in relation to Brexit.
    • Advising various asset managers on environmental, social and governance ("ESG") regulatory driven changes.
    • Advising sponsors and issuers on the impact of the EU Securitisation Regulation.
    • Advising a major UK bank and its US subsidiaries on regulatory and contractual changes arising from revisions to the FCA’s client asset rules.
    • Acting as a “skilled person” under the UK’s Financial Services and Markets Act 2000 with regard to an FCA investigation into client money and custody issues at a major UK private bank.

    Includes matters handled at Dechert or prior to joining the firm.

    • Downing College, Cambridge, M.A. in History, 1997, First class honours
    • Downing College, Cambridge, M. Phil. European Studies, 1998, Commendation
    • College of Law, London, CPE, 1999
    • College of Law, London, LPC, 2000
    • England and Wales
    • Financial Services Lawyers Association
    • SMCR Question Time - London (January 23, 2018)
    • MiFID II In Focus: The Final Countdown - London (December, 2017)