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Andy Peterkin

Partner, Farrer & Co

Andy is a well-regarded partner in our Financial Services team. He undertakes a wide range of general financial services work, as well as advising on fund formation and operation and securities law issues. His broad range of clients include asset managers, investment fund managers, non-financial sector institutions and private banks.

Andy's focus is on the establishment, management and winding up of investment funds, advising on the regulatory aspects of the sale and purchase of regulated firms. Non-financial sector institutions such as charities, universities and schools turn to him for advice on the impact of financial services legislation on their businesses. He also advises issuers and investors on securities regulation.

He has particular expertise in advising investment fund managers on the impact of the Alternative Investment Fund Managers Directive (AIFMD), including, capital requirements, leverage, relationships with administrators, depositaries and fund marketing. He also regularly advises private banks, investment managers and fund managers on general Conduct of Business issues including the Market Abuse Regulation (MAR) and FCA and PRA prudential requirements. He also advises on issues arising on the sale and purchase of regulated firms, including the FCA's Change in Control Regime.

Andy has a particular interest in fintech and has advised on the establishment of several fintech-based products and services. He also has significant expertise in advising on outsourcing arrangements in the financial services sector.

Andy has a strong knowledge of the issues that arise around capital-raising, with a focus on social investment, charities and education, and covering the scope of regulation, structuring and marketing. He often advises on note issues via the Model X note purchase agreement.

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David Copping

Partner, Farrer & Co

David specialises in non-contentious intellectual property and commercial law, predominantly advising clients operating in IP rich sectors such as media, culture and higher education.

David regularly advises clients on a range of issues relating to the acquisition, protection and exploitation of intellectual property rights, including in relation to trade marks, copyright, and other forms of registered and unregistered rights. David’s principal areas of focus are complex collaborative projects involving the creation and/or exploitation of intellectual property, and IP considerations arising in corporate transactions, research collaborations and joint ventures.

In terms of more general commercial work, David has expertise in relation to technology contracts, IT and business process outsourcing, supply and distribution agreements and a range of other contractual matters.

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Roy Saunders

Founder and Chairman, IBSA

Since qualifying as a Chartered Accountant in 1967, Roy Saunders has accumulated a wealth of commercial experience working independently in commercial property, international tax, advertising and other industries. He is the Chairman of IFS, a boutique international tax practice based in central London. Academically, he is known throughout the world for his many books and publications, the foremost being his red book, International Tax Systems & Planning Techniques published by Sweet & Maxwell. Roy has also taught an MA Course on International Taxation at the Institute of Advanced Legal Studies at the University of London.

Roy is very proud of the fascinating client base of entrepreneurial individuals that he has built up at IFS. He feels strongly about the role that ethical tax structuring plays in the growth of an economy, and that this needs to be better understood by the public at large. Roy founded the IBSA to enable business professionals around the world to discover new business relationships and promote best practice by creating sustainable business structures compliant with international transparency, corporate governance and social responsibility.