James Anderson is experienced in the establishment and ongoing operations of various alternative and traditional asset management structures, as well as advising more widely on private capital arrangements and compensation for fund principals.

Bio

Mr. Anderson also has experience in the full range of public capital markets transactions, including IPOs, issuances of equity-linked, hybrid and warrant instruments, securitisations, SIVs and other structured debt offerings. Recently, his practice has focused on new intersections between private capital and varied technologies, such as AI, insurance, blockchain and renewable energy.

Mr. Anderson is ranked in the first tier for tax by Chambers UK, Chambers Europe and Chambers Global, which also lists Skadden’s Tax Group in Band 1 of its Global Tax rankings. He has been recognised by The Legal 500 as one of the world’s leading 250 international tax advisers as well as a “leading individual” amongst the top 40 U.K. corporate tax advisers, stating he is “extremely smart and solutions-oriented.” Who’s Who Legal 2014 called him an “internationally renowned star” with a “world class” practice. In addition, Mr. Anderson is recognised in Legal Experts, PLC Cross-border Tax on Transactions Handbook, World Tax, Tax Directors Handbook, Lawdragon Insights: Private Funds and Best Lawyers under “Tax Law.” Mr. Anderson also is listed as a leader in International Tax Review’s Tax Controversy Leaders Guide.

Mr. Anderson is a member of the International Fiscal Association (IFA) British Branch committee. He also previously served as U.K. branch reporter for the IFA Global Congress 2013, and co-authored the IFA Branch Report’s analysis of the U.K.’s response to base erosion and profit shifting (BEPS), titled “Assessing BEPS: Origins, Standards, and Responses,” for the IFA 2017 Congress in Rio de Janeiro. Mr. Anderson also is a member of the HMRC/HMT Consultation Group for the U.K. fund management industry and vice chair of the Tax Committee for AIMA (Alternative Investment Management Association), lobbying for good practice in the taxation of U.K. and cross-border asset management activities. Mr. Anderson sits on various HMRC stakeholder committees, helping to frame relevant legislation in the spheres of derivatives, personal taxation, property taxation and funds.

Mr. Anderson has lectured at Columbia University in New York and presented an International Tax Masterclass at Utrecht in the Netherlands. He regularly presents seminars to HMRC on technical and policy matters.

His transaction highlights include:

  • BlackRock, Inc. in connection with its acquisition of MGPA, an independently managed private equity real estate investment advisory company in Asia-Pacific and Europe. This transaction was named “Global Deal of the Year” for 2013 by PERE Magazine;
  • BTG Pactual in its acquisition of Ariel Reinsurance, a Bermuda-based property and casualty reinsurance company;
  • Legg Mason, Inc. in its acquisition of Fauchier Partners LLP, a manager of funds of hedge funds, from BNP Paribas Investment Partners;
  • GSA Capital in its spin-out of XTX Markets;
  • BlackRock in connection with its acquisition of Credit Suisse’s ETF division;
  • Trailstone LLC in its formation out of Deutsche Bank AG to establish a global energy and commodities investment and trading platform;
  • an SFOC manager on the establishment of a “narrow bank”;
  • Barclays Bank on a spin-out of an equity trading desks to a separate fund platform in Bermuda, New York and London;
  • Highbridge Capital in its European credit operations;
  • various U.S. banks in U.S. tax examination and litigation relating to structured finance transactions;
  • a global insurance/reinsurance group on its tax guidelines and managing global tax risk;
  • NASDAQ on its £2.7 billion proposed acquisition of the London Stock Exchange plc;
  • establishing several European loan origination platforms for private equity and hedge funds;
  • establishing carbon credit trading platforms in Luxembourg for a U.S. hedge fund;
  • BTG Pactual in its acquisition of BSI, the Swiss-based private banking group owned by Assicurazioni Generali S.p.A., for CHF1.5 billion;
  • several fund principals on inpatriation to the U.K. from Brazil, the U.S. and Asia;
  • a global payments business headquartered in the Middle East regarding the tax and regulatory implications of a European platform;
  • several commodities houses on cross-border structuring of tax-optimised finance and trade flows;
  • Dermalogica Inc on its sale to Unilever;
  • C12 Management on the spin-out by Barclays Bank of US$12.3 billion in credit market assets into a separate fund platform (Protium);
  • Och-Ziff on its SEC-registered IPO on the New York Stock Exchange;
  • the establishment of a U.K. disaster recovery site for a U.S.-based algorithmic trading business;
  • an Asian sovereign wealth entity in relation to its investment in various real estate managed accounts and funds;
  • establishing a life settlement fund for a U.S. hedge fund manager;
  • U.S. lending banks on a proposed £3 billion U.K. tax-based tanker leasing for a Middle Eastern state-owned natural resources business;
  • a U.S. hedge fund on the financing and on-sale of a U.K.-based oil drilling platform; and
  • Fortress Investment Group in connection with the IPO of Aircastle, its aircraft leasing business.

Mr. Anderson also handles tax controversy matters and has worked on enquiries by the U.K. revenue authorities, tax court cases, disclosure programmes, transfer pricing and settlement negotiations. He also has experience in complex cross-border inter partes tax disputes.

Credentials

Education

  • M.A., (Hons.) Cantab., Law, Cambridge University, 1990
  • Diploma in Legal Practice, with Distinction, College of Law, London, 1994

Admissions

  • Solicitor, England & Wales

Associations

  • Law Society
  • IFA (British Branch) Committee
  • International Tax Planning Association