Asset Management
As a dedicated global funds and asset management group, we provide our clients with market-leading expertise combined with a commercial approach to ensure creative and practical solutions to the challenges they face.
We are a market-leading funds and asset management practice providing a full-service offering to fund managers and institutional investor clients. With asset management, tax and regulatory professionals in all of the major financial centres, our global coverage, local knowledge and responsiveness are second to none.
For more than 25 years, we have helped our clients navigate an increasingly regulated and competitive environment, creating innovative solutions to complex problems, and building long-standing relationships with our clients as a result.
We offer expertise in the key regions, with teams in the U.S. and UK, Luxembourg. In addition we have invested to expand our teams in the Middle East, Asia and Australia and have strong relationships with law firms in the key offshore jurisdictions for the industry.
Areas we advise and assist clients on include:
- Fund establishments – across all the main asset classes and covering both retail and alternative investment fund structures.
- Investment management – drafting and negotiating fund investments, IMAs, custody and prime brokerage agreements.
- Regulatory reform – putting in place compliance programmes for asset managers operating in the UK, EU, U.S. and Asia-Pacific.
- M&A and corporate transactions – involving asset managers, underlying assets and fund transfers.
- Industry consultations – working with individual clients or trade bodies to effectively represent their views before regulators and government.
Working with our sector teams in real estate, private equity and infrastructure we also offer asset managers full life-cycle support in dealing with the assets you choose to invest in.
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News & insights
Publications: 10 DECEMBER 2019
Registered AIFMs and internally managed non-AIFs: the CSSF’s reminder of your AML/CFT obligations
The CSSF continues to raise awareness of AML/CFT obligations to the fund industry. Following a conference addressed to registered (sub-threshold) AIFMs and internally managed non-AIFs, the CSSF published a list of common AML/CFT pitfalls.
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Publications: 02 DECEMBER 2019
The CSSF has announced that entities under its supervision will have to complete the next annual AML/CFT risk assessment survey using the e-Desk platform. The period to complete the survey will open on 3 February 2020 for all entities and close after 4 weeks for the banking sector and 6 weeks for other supervised entities.
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Publications: 02 DECEMBER 2019
Important clarifications for the Luxembourg fund industry on AML CFT requirements
Taking into account the results of the Luxembourg national risk assessment which classifies the fund industry as high ML/FT risk, the CSSF clarifies that Luxembourg regulated funds, like Luxembourg investment fund managers (IFMs), are required to appoint two persons in charge of AML/CFT.
Read moreAlternative Investments Group
Our expertise
Today, alternative investments have become an integral part of institutional investor portfolios. Our Alternative Investments Group pools all the necessary expertise and supports you in your investments on a global scale.
Recognition
In one highlight, a group led by Pavel Shevtsov and Nick Williams reviewed over 50 investment management agreements for various pension funds and sovereign wealth funds for investments totalling over £30bn.
Legal 500, Investment Fund Formation and Management 2020
Demonstrates a particularly strong real estate and regulatory practice. Additional strength in infrastructure and debt funds.
Chambers & Partners, Investment Funds 2020
Clients describe the team as "very strong, with a deep bench of lawyers; they are very responsive and proactive
Chambers & Partners, Investment Funds 2020
The firm has a flourishing practice acting for institutional investors and sovereign wealth funds making high-profile cornerstone investments into funds.
Chambers & Partners, Investment Funds 2019
Allen & Overy has an excellent team. They are very responsive and solution-oriented.
Chambers & Partners, Investment Funds 2019
Sizeable investment funds practice endorsed for its capabilities regarding high-value real estate funds. Has considerable experience advising on multi-jurisdictional mandates. Dedicated practitioners are located in many key offices across the globe.
Chambers & Partners, Investment Funds 2018
Large investment funds team with dedicated practitioners situated in many key offices around the world. Acknowledged for its capabilities regarding high-value real estate funds, with experience assisting on numerous cross-border matters.
Chambers & Partners, Investment Funds 2017
Market sources describe the team as a group of ‘talented people’ with ‘real expertise in funds matters'.
Chambers & Partners, Investment Funds 2017