Asset Management & Investment Funds

Our experienced team can advise on and address the legal, regulatory, tax and commercial aspects of all sides of the client's business. Our clients range from emerging managers/boutiques to large international asset managers and financial institutions.

Our team works closely with lawyers in Schjødt's other practice areas, providing a one-stop-shop for our clients.

• Fund formations and structuring: This includes the formation of all sorts of funds, including but not limited to UCITS, hedge funds, VC funds, PE funds, real estate funds, closed-ended funds, open-ended funds, and whether they are established in Norway, Sweden, Denmark, Luxembourg, Ireland or other countries. We take pride in taking the project lead and guiding the client through the process, including also negotiating with investors.
  
  We advise on all process aspects, including tax, regulatory, and legal and also help the client benchmark commercial terms.
  
  Our continuous exposure to fund structures helps clients cut through complexity, maximise opportunities, manage risk and provide specialised resources to devote to time-intensive fund projects.
   
• Fund investments:  We continuously advise investors/LPs with their fund investments globally, providing us with insight and data to also consider market terms. This includes governmental owned LPs, institutional investors, family offices, etc.
   
• Regulatory aspects: We advise regulated entities with all aspects of their regulated life, including but not limited to license applications, communication with and reporting to the regulator(s), material change notifications, cross-border issues, organisational and management issues in the context of regulatory requirements (including board and management composition, remuneration issues, etc.), marketing applications and capital adequacy issues.
   
• ESG: We advise on ESG implementation, including SFDR and the EU Taxonomy. This is relevant for all EU/EEA managers/asset managers.
   
• Compliance/investigation: We assist if and when the clients are approached by the relevant authorities, including on-site visits.
   
• GP acquisition: It's been increasingly common for corner/financial investors to acquire an ownership stake in the GP/manager. We advise both GPs and investors in these kind of processes.
   
• Secondary transactions: We have been involved in many secondary transactions and assist both GPs and LPs in all stages of the process.
   
• Club deals/JV: We regularly assist in establishing club deals/JV, tailoring it to the needs of the clients.
   
• M&A: We assist our clients with M&A, including venture capital, PE, listed transactions, etc.