WealthTech

The wealth-management industry is in the midst of a seismic change. The traditional ways in which money is managed and advice provided are now being disrupted by technology.

We are lawyers with expertise and experience in WealthTech, advising many of the leading UK robo-advisers and WealthTech providers as part of our high profile fintech practice. We understand and advise on the legal and regulatory issues that arise in this rapidly evolving area. We provide legal solutions from an informed perspective and provide our clients with unrivalled technical understanding.

WealthTech experience

• Advised on the redomicile of digital wealth manager Nucoro from Luxembourg to the UK.

• Advised Smarterly, the fintech business focused on workplace savings, on the acquisition of the Salvus Master Trust. This is the first authorised master trust to be acquired following the introduction of the Pension Regulator’s master trust authorisation regime.

• Assisted Crealogix, a Swiss tech company, on setting up a UK subsidiary and also on growing by acquiring a UK financial services technology company for £7.6m.

• Advised B2B wealthtech business Tiller Investments on various commercial and regulatory matters.

• Advised Balderton Capital on their investments into CrowdCube, Prodigy Finance, GoCardless, Nutmeg, Revolut and, more recently, Zego, Dinghy and Cleo.

• Advised robo-adviser, Scalable Capital on its UK launch of its investment management business.