The lawyers in the Investment Funds Practice have extensive experience in the creation and maintenance of numerous French and Luxembourg investment vehicles covering all assets classes. The team also advises fund promoters and asset managers on eligible investments and strategies drafts the required legal documentation and facilitates all levels of regulatory review and approval.
The team is organized to provide specific expertise through close collaboration with the corporate, private equity, finance, real estate, tax, environment and public law practices of the firm. Our team therefore advises promoters and managers on the full spectrum of legal and tax issues during the life cycle of investment vehicles (and their underlying asset) beginning with fund formation, operational documentation and the necessary regulatory filings with the French and Luxembourg regulators through to exit.
The practice advises on the implementation and management of:
- Private Equity Funds in all business sectors with a particular focus on tech, telecoms, biotech;
- Real estate investment Funds;
- Alternative investment funds (hedge funds);
- Debt funds, securitization vehicles, structured and formula Funds.
Strong involvement in market negotiations
The team leverages its extensive knowledge of the regulatory and tax environment of institutional and retail investors to assist pension funds, insurance companies, mutual organizations, managers, private banks and individuals in tailoring dedicated funds to meet their diversification, direct investment or profit matters.
The recent developments in investment management regulations are part of a global movement relating to all financial players to improve coordination between States and regulators worldwide. At the European level, these developments include changes or amendments to regulations, the establishment of a new supervisory structure and the transposition of new international standards. Knowledge of the regulatory framework is crucial to understanding and interpreting regulations in the investment management sector and the fund industry, such as the AIFM Directive, EMIR Regulation, MIFID II and UCITs V. The team is actively involved in discussions on the evolution and interpretation of the applicable regulatory framework with the regulators, on the one hand, and the banking and financial community, on the other hand.
Expertise in Luxembourg investment funds
The firm assists its clients in setting up Luxembourg regulated structures such as UCITs, SIFs or SICARs vehicles in close cooperation with the Luxembourg regulator as well as unregulated investment vehicles like Soparfi. The firm also assists investment management companies in obtaining AIFM approvals and AIFM management or distribution passports. Our attorneys are also members of the Luxembourg bar and have an excellent relationship with the local regulators and the key actors in the Luxembourg fund industry.
A wide range of vehicles
The team routinely advises promoters, managers and institutional investors in forming and setting up their investment funds such as venture capital and private equity funds, real estate investment schemes, alternative investment funds, funds of funds, securitization vehicles, UCITs, SIFs, SICARs and other UCIs.