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Macfarlanes advises Quilter Investors on restructuring and rebranding of multi-asset funds

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Macfarlanes has advised Quilter Investors on the restructuring of its fund range as part of the wider transaction which separates its single-strategy and multi-asset businesses, previously combined as Old Mutual Global Investors.

The multi-asset business, Quilter Investors, remains part of Quilter plc (formerly Old Mutual Wealth) and has been successfully rebranded. The rebrand follows the successful listing of Quilter plc and the completion of the sale of the Old Mutual Global Investors single-strategy business. The single-strategy and multi-asset fund ranges were heavily interlinked and therefore a number of new funds needed to be established and various types of domestic and cross-border mergers were required to achieve the managed separation of the funds.
 
The Macfarlanes team was led by investment management partner Lora Froud (pictured), and financial services regulation partner Michelle Kirschner. They were assisted by financial services regulation senior counsel Alexandra Green, investment management senior solicitor Alexandra Cochrane and investment management paralegal Sandeesh Shah. Tax advice was provided by partner Mark Baldwin and solicitor Mark Petch.
 
Froud says: “Having acted in relation to the multi-asset funds for over a decade, we are delighted to have been involved in this complex transaction and look forward to continuing to work with Quilter Investors on the next phase of its plans to become the UK’s leading wealth manager.” 
 
Quilter Investors head of legal, Deborah Nash, adds: “This complex project represented a significant undertaking from a legal, logistical and brand perspective. Successfully completing the restructure and rebrand of our fund range provides the platform for us to begin to establish our identity as Quilter Investors.”

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