Investment Funds
Europe Guide 2024 : Germany
Band 4
Email address
[email protected]Contact number
+49 211 600 5500About
Provided by HEUKING
Over the last few years, in addition to the market that involves classic investment products, such as stocks, fixed-interest bearing securities and other money market securities, a different independent market has been firmly established that deals with alternative investment opportunities.
Thus, an average investment portfolio typically consists not only of stocks and fixed-interest bearing securities, but many investors invest as a matter of course in shares in investment funds, which, on their part, invest globally in a wide variety of assets. In the meantime, purchasing shares in closed-end funds, which for a long time were seen as grey capital market products as a means to reduce an investor’s tax burden, is now considered a good alternative in an effort to suitably diversify the risks in an investment portfolio.
Our lawyers have many years of experience in providing advice on "alternative investments", particularly in how to structure closed-end funds. We not only gained a broad range of legal expertise in these issues, but have also acquired an excellent overview of the market.
For more information see here: https://www.heuking.de/en/practice-groups/legal-consulting/investment-funds.html
Chambers Review
HEUKING is a respected law firm that offers assistance with fund matters for an array of large German clients. The firm provides regulatory advice on portfolio management and outsourcing, as well as assisting with BaFin matters. The team has significant expertise in fund structuring across the board, with a focus on venture capital funds and AIFs. HEUKING also provides advice on investments in funds, tax issues, establishment and outsourcing. Its client roster is predominantly made up of German investment funds, asset managers and regional banks.
Work Highlights
- HEUKING advised AQVC Management on its launch of a special AIF feeder fund.
Notable Practitioners
Michael Dröge advises German investment funds and asset management companies on tax and licensing matters. He has a strong focus on regulatory issues and structuring AIFs. He also advises on fund portfolio transfers and BaFin issues.