Advising asset managers on the establishment and authorisation of UCITS and AIFs (investment companies, unit trusts, ICAVs) with a range of structures.
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Sophie is a Solicitor in the Asset Management and Investment Funds team.
Sophie advises clients on a wide range of fund related legal and regulatory matters including the establishment, restructuring, operation and compliance of Irish UCITS, AIFs and management companies, with a range of legal structures.
Sophie advises large international asset managers based across the EU, the UK and US on a range of investment fund structures, with multiple strategies and asset classes.
Sophie completed a secondment with a global Asset Manager in the Funds Legal Department, directly assisting the Head of Funds Legal and working on day-to-day legal matters in respect of the expansion, operation and regulation of their Irish fund ranges including UCITS, AIFs and ETFs and their dual authorised Irish AIFM and UCITS Management Company business.
Sophie is also a member of 100 Women in Finance.
Sophie is a Solicitor in the Asset Management and Investment Funds team.
Sophie advises clients on a wide range of fund related legal and regulatory matters including the establishment, restructuring, operation and compliance of Irish UCITS, AIFs and management companies, with a range of legal structures.
Sophie advises large international asset managers based across the EU, the UK and US on a range of investment fund structures, with multiple strategies and asset classes.
Sophie completed a secondment with a global Asset Manager in the Funds Legal Department, directly assisting the Head of Funds Legal and working on day-to-day legal matters in respect of the expansion, operation and regulation of their Irish fund ranges including UCITS, AIFs and ETFs and their dual authorised Irish AIFM and UCITS Management Company business.
Sophie is also a member of 100 Women in Finance.
Relevant Experience
Advising European and non-European discretionary investment managers and investment advisors seeking Central Bank of Ireland clearance to act in respect of Irish funds.
Advising an Irish domiciled asset manager on an investment company to ICAV conversion.
Advising on the conversions of self-managed UCITS funds to externally managed funds, including the appointment of Irish based management companies.
Advising on the change of multiple service providers to Irish funds, including Administrators, Depositaries, AIFMs and UCITS Management Companies.
Advising asset managers on the establishment of ESG funds and the conversion of existing non-ESG funds to ESG funds.
Advising European asset management groups on the establishment and authorisation of an Irish Super Management Company with MiFID permissions as well as an Irish AIFM with MiFID permissions and an Irish UCITS Management Company.
Preparing regulatory updates to fund documentation, assisting with the foreign registration of products, and coordinating Central Bank filings for new product launches.
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