• International Financial Law, LL.M., King's College London
• Law, LL.B., BPP University
• Politics and Modern History, B.A. Hons, University of Manchester
• Investment Management Diploma (ESG), CFA UK

• Solicitor, qualified in England & Wales

Asset management

• Advised various clients on regulatory perimeter issues and compliance with the FCA Rules and relevant European legislation (such as AIFMD and MIFID II).
• Assisted a Canadian private equity manager in the process of making a notification to the FCA to market its funds under the UK's national private placement regime and advised on applicable regulatory requirements.
• Assisted a listed fund focused on investments in care homes with a secondary offering, which involved advising on relevant UK marketing restrictions and other applicable regulatory requirements.
• Advised a UK asset manager on the application of the FCA's outsourcing rules to a suite of delegation arrangements and assisted in redrafting contractual documentation to ensure compliance with the applicable regulatory requirements.
• Acted for an Australian insurer in reviewing and negotiating various term sheets and investment management agreements (IMAs) to be entered into with a number of global asset managers.
• Assisted a global asset manager in relation to the establishment of a private fund focused on investing in climate technology (Climatech) businesses.
• Assisted a leading UK asset manager in respect of the establishment of a private fund focused on facilitating investment into ethnic minority owned businesses.
• Counselled various UK asset managers on their implementation of the FCA's Consumer Duty, including the scope and application of the new rules.

ESG and sustainable finance

• Counselled various asset managers and funds on the requirements of the Sustainable Finance Disclosure Regulation (SFDR) and Taxonomy Regulation, including product categorisation, Taxonomy-alignment and assessing the principal adverse impacts (PAIs) of investment decisions on sustainability factors, and assisted in drafting the mandated disclosures.
• Advised a global asset manager on the FCA's disclosure requirements that are aligned to the Task Force for Climate-related Financial Disclosures (TCFD), and the proposed Sustainability Disclosure Requirements (SDR), including the impact of these rules at entity-level and product-level.
• Assisted a sustainable finance digital platform with a review of its marketing materials to ensure that all ESG-related claims were compliant with relevant regulatory standards and to mitigate potential greenwashing risks; and provided advice on applicable legislative requirements and industry best practice.
• Advised a listed fund focusing on renewable energy infrastructure on the implications of a range of voluntary ESG initiatives in preparation for its IPO, including the TCFD Recommendations, the United Nations Principles for Responsible Investment (UN PRI) and the LSE Green Economy Mark.
• Counselled an Australian insurance group on incorporating ESG matters into its IMAs, covering issues such as investment guidelines/restrictions, disclosure, stewardship and fiduciary duties.
• Advised an investment manager on the interpretation and implementation of the legislation under the EU sustainable finance package as well as the FCA's TCFD-aligned climate-related disclosure rules.
• Counselled an asset and wealth manager on meeting its obligations on integrating ESG factors and upholding fiduciary duties to its clients.
• Advised a global banking group on the obligations and practical considerations related to becoming a signatory to the UNEP FI Principles for Responsible Banking.
• Delivered a training session to a global mining company on ESG developments, covering ESG corporate disclosure, human rights due diligence laws, the Equator Principles 4 and ESG-related litigation.
• Advised an asset and wealth manager on the interpretation and impact of the FCA's guiding principles on ESG fund design, delivery and disclosure.

• Brexit Tier 1 - Legal 500 UK, 2019

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