Asset Management & Investment Funds
Our Asset Management & Investment Funds team is a top ranked, experienced, and dynamic group of specialists, offering comprehensive legal, regulatory and taxation services to clients in Ireland and internationally. Clients include global asset managers, investment banks, fund administration groups, depositaries, prime brokers, investors in funds such as pension funds and insurance companies and other financial services organisations.
Our market leading Asset Management & Investment Funds team comprises six partners, and over thirty lawyers and other professionals including two dedicated professional support lawyers, and corporate secretarial, listing and foreign registration specialists. We are supported by, and work seamlessly alongside, other specialist teams within ALG including the tax, finance, financial regulation, real estate, corporate, data protection and regulatory risk and investigation groups.
We advise the full range of Irish fund products including UCITS, AIFs, REITs, exchange traded funds and money market funds. We advise on funds investing both passively and actively and in
liquid and illiquid strategies in all asset classes.
Team expertise covers all aspects of the Investment Funds industry including:
- The creation and authorisation of funds and financial service organisations in Ireland and other jurisdictions.
- Drafting and negotiating all types of fund documentation including derivative and prime broker related arrangements.
- Dispute resolution related to the Investment Funds sector.
- Compliance and corporate governance advices specific to Investment Funds sector.
- Tailored training and induction programmes for fund management company directors and other officers.
Recognising the speed and volume of regulatory change in this area, our team issues a monthly Frontpage: Asset Management & Investment Funds Bulletin which provides a unique update of legal and regulatory developments in Irish and EU law which impacts the Investment Funds industry. If you are interested in receiving our monthly bulletin please contact Nollaig Greene.
Deutsche Bank AG
on the establishment and authorisation of their Irish exchange traded fund (ETF) platform and structuring of a broad range of ETF products, including swap based, physical replicating, smart beta and active ETFs.
Oaktree Capital and Targeted Investment Opportunities plc
in relation to the conversion of Targeted Investment Opportunities from a public limited company to an ICAV and appointing an external AIFM.
on the establishment of Irish QIAIF unit trusts acquiring Irish property assets.
Fideuram Asset Management (Ireland)
on the establishment of a London branch pursuant to the UCITS Directive.
Van Eck Associates Corporation
on the establishment and authorisation of their Irish UCITS management company and a physical ETF platform.
in respect of the setup and ongoing maintenance of its large Irish UCITS platform.