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Tim Morgan

Tim is a Jersey Corporate partner with wide-ranging experience in investment funds, corporate finance and restructuring. He has practised in Jersey since 2003 and in that time has advised sponsors, investors, boards, regulators and service providers across a variety of asset classes, particularly including private equity, credit, venture, secondaries, hedge, real estate and liquid securities. Tim has also acted on a wide range of corporate, finance and restructuring transactions involving funds and investment management, regularly involving advice on governance and regulation. He has advised on a number of innovative and market-leading deals, recently including liquidity related structuring for private equity assets, separate managed accounts for institutional investors, technology assets and the crossover between private wealth and institutional funds. As long-standing committee member and previous chair (2019-2022) of the Jersey Funds Association, Tim has sat on a number of regulatory and law reform working groups connected with Jersey products including listed, hedge and private equity funds, the origination and later refinements to the Jersey Private Fund Guide, and to economic substance rules as well as AIFMD and other aspects of Jersey’s international standing. He regularly chairs and speaks at industry conferences and has frequently been published on topics relating to his practice. Prior to moving to Jersey Tim practised in London and Brussels as a corporate solicitor with Taylor Wessing and PWC, and in London and New York as an investment banker with Dresdner Kleinwort Wasserstein. · Appleby

JerseyInvestment Funds, Corporate / M&A

About

Jersey Corporate partner with wide-ranging experience in investment funds, corporate finance and restructuring who has practised in Jersey since 2003, advising sponsors, investors, boards, regulators and service providers across asset classes including private equity, credit, venture, secondaries, hedge, real estate and liquid securities. Long-standing committee member and former chair (2019–2022) of the Jersey Funds Association, active on regulatory and law reform working groups relating to Jersey funds, AIFMD, economic substance and related governance and regulatory matters.

Practice areas

Investment FundsCorporate / M&ABanking & FinanceRestructuringFinancial Services Regulation

Office

Jersey

Appleby · Tim is a Jersey Corporate partner with wide-ranging experience in investment funds, corporate finance and restructuring. He has practised in Jersey since 2003 and in that time has advised sponsors, investors, boards, regulators and service providers across a variety of asset classes, particularly including private equity, credit, venture, secondaries, hedge, real estate and liquid securities. Tim has also acted on a wide range of corporate, finance and restructuring transactions involving funds and investment management, regularly involving advice on governance and regulation. He has advised on a number of innovative and market-leading deals, recently including liquidity related structuring for private equity assets, separate managed accounts for institutional investors, technology assets and the crossover between private wealth and institutional funds. As long-standing committee member and previous chair (2019-2022) of the Jersey Funds Association, Tim has sat on a number of regulatory and law reform working groups connected with Jersey products including listed, hedge and private equity funds, the origination and later refinements to the Jersey Private Fund Guide, and to economic substance rules as well as AIFMD and other aspects of Jersey’s international standing. He regularly chairs and speaks at industry conferences and has frequently been published on topics relating to his practice. Prior to moving to Jersey Tim practised in London and Brussels as a corporate solicitor with Taylor Wessing and PWC, and in London and New York as an investment banker with Dresdner Kleinwort Wasserstein.

Jersey

Expertise

Private EquityCreditVenture CapitalSecondariesHedge FundsReal EstateLiquid SecuritiesTechnology-related assetsSeparate managed accounts / institutional solutionsCrossover between private wealth and institutional funds