Financial Services, Investment Funds & Alternative Investments

Focused on investor´s returns
As Europe’s principal investment fund centre and the world’s leading hub for global fund distribution, Luxembourg offers fund promoters an extraordinarily wide range of investment products.
Choosing and structuring the proper investment vehicle to ensure investors receive maximum returns on their investments takes in-depth technical and market expertise. It is a complex process which requires a unique combination of regulatory, compliance, and transaction know-how. The Investment Funds practice of Luther Luxembourg provides a distinctive “one stop shop” as well as particular experience and strength in creating innovative structures for regulated and alternative investments to offer the most advantageous tax treatment.

Clients and markets

  • Fund Sponsors and providers
  • Institutional Investors (such as International Investment Banks and Insurance Companies)
  • Family Offices / HNWI

Services

Fund Structuring
  • Design of Fund Structure
  • Structuring & Authorisation Request
  • Incorporation & Operational Set-Up
Design of Fund Structure
  • Assisting with the best investment fund entity to fit the investors’ profiles, tax considerations, investment strategy, asset class, and lifecycle
  • Designing management remuneration, carry, and other incentive arrangements
Structuring & Authorisation Request
  • Assisting with authorisations, notifications, and private placements / marketing procedures of Luxembourg and non-Luxembourg Funds (in Luxembourg, other EU Member States, and third countries)
  • Assisting with respect to the listing on the Luxembourg Stock Exchange
Incorporation & Operational Set-Up
  • Drafting contractual arrangement and offering documents
  • Working on resolving conflicts of interest and de-faulting investors
  • Drafting side letters and co-investment policies
  • Managing restructurings and liquidations
Transaction Advisory
  • Central Administration
  • Domiciliation Agent & Custodian Bank
  • Financial Due Diligence
Central Administration
  • Corporate secretarial services
  • Advising on substance-related matters
Domiciliation Agent & Custodian Bank
  • Assisting with governance and board investor meetings
  • Assisting with the selection of custodian bank, depositary, central administration
Financial Due Diligence
  • Assisting with anti-money laundering and data protection matters
  • Facilitating financing activities