About Matthew Feargrieve
Matthew Feargrieve is an Investment Management Consultant. He advises finance and investment management professionals in the areas of investment management, asset management, wealth management, investment funds and financial services.
Matthew Feargrieve has advised investment managers for more than twenty years on lifecycle issues, from fund vehicle establishment, to first offering, through portfolio transactional activity and M&A, to exit and wind-down.
Matthew specialises in advising managers of investment funds in all asset classes and across all strategies in the investment management sector, from retail funds, to alternative funds, to private equity funds.
In addition to providing managers with domicile and structuring advice, Matthew Feargrieve also advises managers on investor relations and liquidity management, including redemption suspensions and gating, and on side letter terms with key investors and multi-class share structuring.
Matthew assists fund managers with all aspects of the establishment and maintenance of their investment vehicles, including domicile choice, fund- and management- vehicle structuring, liquidity management and investor relations.
Feargrieve also assists managers with negotiating and documenting the terms of the fund's key service provider and vendor contracts, including the investment management agreement and investment advisory agreements, the administration agreement, the custodian agreement and the prime brokerage agreement.
Fund managers of closed- and open- ended funds (UCITs and non-UCITs) operating in all asset classes and across a spectrum of investment strategies (both retail and alternative) rely on Matthew for counsel in legal, compliance and operational matters and on a wide range of lifecycle issues. These range from domicile choice and vehicle structuring, to capital raising and liquidity management and ultimately to wind-down.
As a veteran of the financial crises of 2010 and 2020, Matthew Feargrieve is additionally an expert in crisis management and reputational issues relevant to fund managers in the form of investor relations and capital preservation in times of draw-down and illiquidity in the course of volatile equity and bond markets.
In addition to specialised investment management solutions and services, Matthew Feargrieve also provides general support to investment management professionals and vendors.
Matthew works with the manager's third-party vendors and fund service providers when reviewing the fund's administration, custody and prime brokerage agreements. With a background in M&A, Matthew can also advise on portfolio transactional activities, and has a particular interest in commercial aviation contracts and associated regulatory matters.
His extensive experience of advising fund managers makes Matthew Feargrieve a valued member of the boards of investment funds in various jurisdictions, on which he acts in a non-executive capacity.
Before becoming an independent financial services consultant, Matthew Feargrieve worked for leading financial services firms in the UK and in Switzerland.
Matthew brings to bear his experience of working in the asset management industry to provide much-respected commentary on the major aspects of financial planning and personal finance that are of topical interest to investors in retail investment funds like mutual funds, investment trusts and ETFs.
Matthew contributes his experienced views and thought-leadership to the investment management industry's news, journals and periodicals. He is regularly invited to write and speak about financial services and investment management. You can read his financial services blog by clicking HERE and HERE. You can also watch his introductory video below.
You can read the latest Matthew Feargrieve investing blogs and articles, which will be of especial relevance to all retail investors, consumers and users of financial products like mutual funds, retirement plans, ISAs and SIPPs, on this website by clicking here.
Matthew Feargrieve lives and works in the United Kingdom.