Collective investment undertakings

Based on our extensive experience in the investment fund industry, regardless of the nature of the assets under management, we advise different players, investors, financial institutions, traditional or alternative management bodies, banks, and insurance companies.

We support our clients from the moment of conception, through the incorporation and authorisation processes with the regulators, both for investment funds and management entities. We also handle marketing and restructuring matters. In doing this work, we take into account growing environmental, social and governance (ESG) concerns, and we advise on the establishment of collective investment undertakings with investment policies that include ESG criteria.

We contribute with our know-how in regulatory (including EMIR or AIFMD) and compliance issues, and in M&A transactions associated with management entities or assets held by investment funds. Furthermore, we also advise on contractual matters, in particular, those relating to management, deposit or placement.

Responding to the most recent innovations and trends in this industry, we are pioneers in establishing, developing, and following up with social entrepreneurship bodies, from both a regulatory and transactional perspective.

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