Investment Funds
Global Guide 2024 : Luxembourg
Band 3
About
Provided by Baker McKenzie
Our Funds & Asset Management team provides investors and fund promoters with a full suite of legal services for regulated and unregulated investment vehicles to global asset managers and public or private institutional investors seeking portfolio performance through Luxembourg collective investment schemes. The team is led by Laurent Fessmann and Catherine Martougin, both highly proficient and well-known practitioners with extensive experience in funds and asset management.
Key practice areas:
• Fund Formation
• Fund Raising
• Fund Financing
• Fund Due Diligence
• Joint ventures and co-investments
• Digital virtual and crypto asset industry
• Sustainable Finance and ESG compliance tasks
• Creation of management companies, MIFID entities, Depositary bank, Domiciliary Agent
• Regulatory compliance advices (AIFMD, EMIR, FATCA, GDPR)
Chambers Review
The international practice of Baker McKenzie acts on a range of alternative investment funds involving real estate and private equity assets. Its lawyers advise on the full lifespan of funds, from launching to closing, including assisting global investment managers with structuring and fund-raising. Clients benefit from the team's close collaboration with the firm's offices across the globe. Team members are also well placed to advise on regulatory matters, including SFDR compliance.
Work Highlights
- Baker McKenzie acted for Catella Residential Investment Management on the set-up and launch of its third European Residential Fund.
Strengths
Provided by Chambers
"Baker McKenzie's lawyers understand our business and they are able to see the impacts on our group. They have a very global view."
"Baker McKenzie's lawyers understand our business and they are able to see the impacts on our group. They have a very global view."
Notable Practitioners
Laurent Fessmann advises on regulatory and governance issues, and additionally offers particular experience in handling questions relating to ESG-focused funds. He also assists with fund formation and closing matters.
"Laurent Fessmann is very knowledgeable and provides good and valued advice to us at all times."
"He understands our business extremely well, with a very good view of what we need. He has a very good experience in the regulatory side of investment activities."
Catherine Martougin advises clients on the launch of a range of investment funds, acting for multinational investment managers on the establishment of real estate funds. She also assists with regulatory matters and the restructuring of fund portfolios.
"Catherine is very proactive in the way she works."
Ranked Lawyers at
Baker McKenzie
Luxembourg
Clients
Provided by Baker McKenzie
Catella Asset Management
Invesco Real Estate
Macquarie Asset Management
Industries
Provided by Baker McKenzie
Financial services
Banking
Investment management
Real Estate