Asset Management & Investment Funds: Experience

  • Aberdeen Standard Investments on the appointment of a Luxembourg-based AIFM to their QIAIF and RIAIF PLCs.
  • Aviva Investors on the operation of its Irish UCITS money market fund range. 
  • Blackstone on the establishment of Irish QIAIF unit trusts to acquire Irish property assets.
  • Carysfort Capital and a US private equity investor on the set up of an Irish QIAIF to invest in multiple Irish property transactions.
  • CQS (UK) LLP on the establishment of a number of Irish QIAIF sub-funds using convertible bond and credit strategies and establishment of an Irish UCITS range using credit smart beta strategies.
  • Deka Immobilien on the establishment of a range of Real Estate ICAVs.
  • DWS Investments on the establishment and authorisation of their Irish Xtrackers platform, including structuring of a broad range of ETF products, including swap based and physical replicating ETFs.
  • Fideuram Asset Management on the establishment of a London branch of its management company pursuant to the UCITS Directive.
  • FundLogic SAS in relation to its Irish UCITS umbrella fund and the establishment of a range of structured and swap based UCITS products. FundLogic Global Solutions is a joint initiative between Morgan Stanley’s investment bank and its investment management division.
  • HANetf on the authorisation of the first Irish white label ETF platform and the establishment of its Irish UCITS management company.
  • Hibernia REIT plc on its IPO, subsequent fundraising and on becoming its own AIFM.
  • HSBC Global Asset Management on the establishment and operation of its UCITS ICAV with multiple index tracking and passive sub-funds.
  • Irish Property Unit Trust on the authorisation and ongoing operation of IPUT plc, the first Irish internally managed alternative investment fund under the AIFM Regulations.
  • Intermediate Capital Group plc on the establishment of a qualifying investor alternative investment fund making use of the “super QIAIF” structure, by holding investments through Irish section 110 companies, allowing the fund to optimise the tax treatment of its investments.
  • LBBW Asset Management on the launch of a qualifying investor fund which invests in physical holdings of platinum and palladium.
  • Lothbury Investment Management Ltd in respect of its three property funds and the establishment of a non-UCITS management company.
  • M&G on their two Irish QIAIF investment companies, one ICAV and one CCF, each of which have multiple sub-funds. 
  • M&G Investment Management in respect of their Brexit planning for their Irish managed funds.
  • Majedie Asset Management in respect of its Irish UCITS platform.
  • MitonOptimal Group in respect of the setup and ongoing maintenance of its large Irish UCITS platform.
  • 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.
  • Prudential South Africa on the set-up of an Irish AIFM and a retail investor alternative investment fund with multiple sub-funds.
  • RBS Asset Management on the first conversion of an existing Irish UCITS to a UCITS feeder fund.
  • River and Mercantile Group in respect of their UCITS and QIAIF fund ranges.
  • Santander Brazil on the establishment of a Non-UCITS qualifying investor fund investing in complex currency derivative transactions and the approval of Santander Brazil as investment manager to Irish funds and a Santander group entity as promoter, a first for both entities.
  • Sarasin & Partners on the first unit trust redomiciliation from Guernsey to Ireland which comprises nine unit trusts and the establishment of a UCITS management company and a UCITS CCF.
  • Tendercapital Limited on the establishment of a UCITS umbrella fund with five sub funds and a QIAIF umbrella fund investing in infrastructure, sustainable energy, private equity and real estate assets.
  • Tilney on the establishment of its Retail Investor AIF and range of multi-asset portfolio products.
  • WisdomTree on the approval of a number of thematic and fixed income ETFs on WisdomTree Issuer plc.
  • WisdomTree Europe Limited on the establishment and authorisation of a MiFID firm in Ireland.
  • Zurich in respect of the establishment and operation of its Irish UCITS ICAV and CCF fund complexes which pursue passive investment strategies.
  • A consortium of international investors on the establishment of a qualifying investor fund for the purpose of acquiring a portfolio of loans secured on real estate.
  • A large European asset manager on the redomiciliation of a number of different fund products from various offshore domiciles to Ireland.
  • A large US institutional investment manager on its range of Irish funds comprising an umbrella UCITS and an umbrella UCITS CCF and the establishment of its UCITS management company.
  • A number of money market funds on the implementation of the money market fund regulation and the implementation of enhanced dealing arrangements.
  • A US promoter and investment manager on the establishment of an Irish QIAIF investing in private equity funds and other PE investments.
  • An Irish investment manager on the establishment of a UCITS ICAV platform with 9 sub-funds investing in model portfolios of ETFs.
  • An Irish UCITS management company on its application to passport services to Luxembourg.