Investment Funds

Practice Groups

_Wildgen offers a wealth of experience in investment funds and helps clients launch and grow quickly, operate efficiently, and invest more successfully.

Our practice group acts on transactional and advisory projects, focusing on both alternative and retail investment funds in Luxembourg. Our lawyers have developed a high level of expertise across all asset classes. They have a strong demonstrable track record of client satisfaction, delivering commercial advice combined with an in-depth understanding of the industry.

OUR SERVICES

We cover the full lifecycle of investment funds:

Project review
  • Preliminary analysis including tax, legal and regulatory aspects
  • Selection of the best-suited vehicle and estimate of the associated costs
  • Connection and negotiation with the most appropriate service providers
Fund set-up (All types of investment funds investing in any types of strategies)
  • Drafting of the prospectus and constitutional documents
  • Reviewing/drafting agreements with service providers
  • Liaising with the Luxembourg supervisory authority for regulated funds
  • Coordination of the project
AIFM/UCITS management company related services
  • Drafting of the incorporation documents
  • Advisory services on the governance structure and on the appendices for filing with the Luxembourg supervisory authority (CSSF)
  • Drafting and/or reviewing of any agreements or related legal documents in relation to the application file
  • Liaising with the Luxembourg supervisory authority (CSSF)
  • Coordination of the project
Due diligence of funds
Fund finance
Ongoing requirements
  • Day-to-day assistance in relation to funds and management companies
  • Restructuring (merger, demerger, change of investment policy, master-feeder structure, etc.)
  • Liquidation of funds and sub-funds
  • Migration
  • Distribution
  • Compliance with ongoing and new legal and regulatory requirements

 

OUR CLIENTS

They include international institutional investors and sponsors, family offices, asset managers, private equity and venture capital funds or HNWIs, all of whom benefit from our expertise and commitment to quality.

Recent work includes:

  • For a Luxembourg investment fund: Acquisition and restructuring of a Luxembourg SIF - Value: EUR 3,500,000,000
  • For a German insurance group: Setting-up of a three umbrella funds with several sub-funds - Value: EUR 1,000,000,000
  • For an asset manager: Assistance to a UCITS (transition to a third party-managed structure and fund restructuring) - Value: EUR 4,800,000,000
  • For a holding company: Setting-up of a RAIF - Value: EUR 1,000,000,000


OUR EDGE

     Team Multi-disciplinary partner-led teams
  Skills Excellent and strong technical and analytical skills
  expert Expert lawyers used to working under pressure
  expert Pragmatic and creative solutions
  expert One-stop shop assistance
  expert Quick and effective responses
  expert Representative office in London

 

MEMBERSHIPS AND ACCOLADES

LPEA ALFI logo - association luxembourgeoise des fonds d'investissement HFA
Legal 500 EMEA 2020 Top Tier Law Firm Wildgen is ranked Tier 2 for Investment Funds by Legal 500.

 


Luxembourg
  • One of the most experienced and renowned European fund centres
  • Ideal gateway to the European market
  • Flexible and trusted regulatory environment
  • High levels of investor protection and legal certainty
  • A wide range of fund and investment structures
  • Easy process for redomiciliation

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