We undertake documentation audits for investment managers and fund boards to ensure the agreements are current and compliant with the ever-changing regulatory environment and DDQ disclosures.
We offer time sensitive advice covering general issues that arise, from day to day queries through to assistance with complex trade disputes.
The negotiation of all counterparty documentation forms a significant part of Oesa’s offering across all buy side strategies regardless of the size of the fund, platform or managed account.
Managed account and umbrella fund platforms can be a cost-effective way to launch new Funds. We provide a vital comprehensive and legally sound document review to assist with the onboarding process.
Kate Wormald has been a sales and trading lawyer all of her career. She has contributed, and still does, to many industry initiatives. Her experience is unsurpassed by the competition and she is recognised as a leader in her field, winning many awards yearly.
Time is money and so we conduct ourselves to ensure we get the results the client needs in the most efficient and practical manner, to make the most productive use of our client’s time and resources.
We were the first firm to introduce fixed fees. These have proved popular as they enable our clients to budget accurately for their legal costs without worrying about a clock ticking in the background.
We see Oesa as an extension to our team, rather than an external resource, with the knowledge that we can rely on them for fast and accurate legal services.
I have known Kate and Oesa for a number of years and have always found her and her team to be highly efficient, their integrity unquestionable and their rates highly competitive.
Kate has built a market-leading business and product offering and it’s no surprise that her clients derive a huge amount of value from her work.
We love Kate’s straightforward, direct and commercial approach.