Gareth  Morgan

Gareth Morgan  

Group Partner *† | Guernsey

Financial Services and Regulatory

  • Gareth and Wayne (Atkinson) managed to create a structure and framework from scratch and get a regulator to approve it. Their willingness to take on this piece of work and execute it makes them stand out.
    Legal 500 (UK) 2023
  • Gareth is an excellent lawyer who helps us and our clients achieve sophisticated corporate and fund structures both on time and on budget.
    Chambers UK 2024
  • Helpful and easy to communicate with.
    Legal 500
  • Gareth's innovative attitude works well with complex or unusual fund structures. Gareth is a “go-to” person who has worked on a number of firsts for the jurisdiction.
    Legal 500 2024 (UK)

Overview

Gareth is Group Partner in the Financial Services and Regulatory team, working primarily in the areas of banking and corporate finance, security, investment funds and listings.

Gareth has extensive experience with high-value, complex, multi-jurisdictional structures and regularly advises both institutional and private lenders at all stages of the lending process.

He also regularly advises clients on the establishment of all types of regulated investment fund structures, both open and closed-ended, and issuers of structured debt.

"Seeing clients succeed in their goals and knowing that we were able to help them along the way is one of the most rewarding parts of this profession, in my view. When our clients succeed, so do we."

Experience

Gareth has more than 10 years of experience in the Guernsey financial services sector, and regularly advises on the establishment and licensing of all types of investment structures, both open and closed ended, as well as managers and advisers to such structures.

He also has extensive experience in all types of lending and security transactions including high value, complex, multi-jurisdictional financing structures and he regularly advises both institutional and private lenders at all stages of the lending process.

Gareth completed a secondment to Collas Crill’s Cayman office where he was working on all aspects of Cayman commercial law, but primarily mutual funds, private equity and structured finance.

Background

Gareth was admitted as a Solicitor of England and Wales in 2009, and as a Cayman attorney in 2015. He was promoted to Group Partner in 2022. He is listed a Next Generation Partner in Legal 500.

Gareth is Vice Chair of the Guernsey Investment Fund Association's Education Sub-Committee.

† not a member of Collas Crill LLP in Guernsey

* admitted in England and Wales

*Business Assistant
Samantha Hobbs

Samantha Hobbs

 
My services
Capital markets
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Our capital markets team have significant onshore as well as offshore experience, giving us an in-depth understanding of all aspects of security issues and capital markets transactions. We advise on the structuring of securitisation vehicles, the promotion of securities and the full range of equity and debt capital markets transactions, including both public equity and debt offerings and mergers and acquisitions, including schemes or arrangement and reverse takeovers.

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Corporate advisory
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Successfully navigating the modern global business environment, taking advantage of opportunities as they arise while avoiding legal and regulatory pitfalls, is a challenge for any entrepreneur, business or corporation.

As commercially minded lawyers committed to providing a high quality and cost-effective service we understand those challenges and, more importantly, seek to turn them into opportunities.

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Economic substance
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Economic substance legislation is in place in each of our offshore jurisdictions, requiring all businesses with entities in those jurisdictions to carefully consider whether they fall within scope and if so, what they need to do in order to ensure that they are in compliance with the relevant legislation. We advise businesses on their obligations in this area.

For a high-level comparative guide on the requirements in each of our jurisdictions, click here.

Funds
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Our fund specialists offer advice on all aspects relating to the establishment, authorisation and structuring of funds and related investment vehicles. We have particular expertise acting for emerging managers who are building their business and acting for institutional investors, including acting for private equity funds and sovereign wealth funds on joint venture and fund investments, as well as planning their internal corporate structures. We provide a highly personalised service working with our clients and their onshore counsel to build strong relationships over the long term.

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Investment fund formation
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Our uniquely diverse practice regularly assists with the establishment of both open and closed-ended fund structures. In addition to traditional Channel Island private equity and real estate structures and Caribbean hedge funds, we have advised on a number of alternative and esoteric classes. We work alongside our clients to understand their investment thesis and provide bespoke drafting to build the fund they want as opposed to generic template structures and documentation. We advise clients at every step of the process, including preparing offer documents, investor negotiations, the preparation of agreements, and in the closing of transactions.

12 Apr 2023

Collas Crill assists landmark IPO

Collas Crill has played an integral part in a landmark IPO of a Guernsey collective investment scheme. Onward Opportunities Limited (OOL) is a newly incorporated Guernsey company registered with the Guernsey Financial Services Commission as a closed-end...

10 Feb 2023

New VASP regulations in Guernsey

The Guernsey Financial Services Commission published its final draft of the Lending, Credit and Finance Rules and Guidance, 2023 (the "New Rules") on Thursday 19 January 2023. These support the Lending, Credit and Finance (Bailiwick of Guernsey) Law, 202...

3 Feb 2023

New Guernsey business regulations

The Guernsey Financial Services Commission published its final draft of the Lending, Credit and Finance Rules and Guidance, 2023 (the "New Rules") on Thursday 19 January 2023. These support the Lending, Credit and Finance (Bailiwick of Guernsey) Law, 202...

26 Jan 2023

New LCF regulations in Guernsey

The Guernsey Financial Services Commission published its final draft of the Lending, Credit and Finance Rules and Guidance, 2023 (the "New Rules") on Thursday 19 January 2023. These support the Lending, Credit and Finance (Bailiwick of Guernsey) Law, 202...

20 Jan 2023

GFSC issues LCF Law legislation

The Guernsey Financial Services Commission (GFSC) has published its feedback paper (19 Jan 2022) on the consultation around the Lending, Credit & Finance Rules, Guidance and Implementation, following the States of Deliberation’s approval of the Lendi...

29 Sep 2022

Collas Crill UK Legal 500 2023

Collas Crill has maintained its strong position in the Legal 500 United Kingdom directory this year, upholding its rankings across all practice areas. Described as one of the 'offshore Magic Circle', the firm is Tier 1 or 2 in all but two practice areas...

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Event 28 Jan 2021

Private Equity 101

Event 15 Oct 2020

When it hits the fan...

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