About

Provided by A&L Goodbody

Our Asset Management & Investment Funds team is a top ranked, experienced, and dynamic group of specialists, offering a comprehensive legal, regulatory and taxation service to our clients in Ireland and internationally. Clients include international investment banks, asset managers, investors in funds such as pension funds and insurance companies, fund administration groups, global custodians, prime brokers and other financial services organisations.

Team expertise covers all aspects of the Investment Funds industry including:

  • The creation and authorisation of funds and financial service organisations in Ireland and other jurisdictions.​
  • Drafting and negotiating all types of fund documentation including derivative and prime broker related arrangements.
  • Dispute resolution related to the Investment Funds sector.
  • Compliance and corporate governance advices specific to Investment Funds sector.

Tailored training and induction programmes for fund management company directors and other officers.

The team also works closely with the Firm’s tax and litigation departments, to deliver fully rounded advice based on deep funds industry knowledge and experience.

Chambers Review

Provided by Chambers

Investment Funds - Ireland

1
Band 1

What the Team is Known For

A&L Goodbody assists international financial institutions with the establishment and authorisation of UCITS and non-UCITS funds, including QIAIFs and ETFs. The law firm earns praise for property funds expertise and has secured regulatory approval for the establishment of novel products, including cannabis ETFs. A&L Goodbody assists with the approval process to allow fund managers to become authorised UCITS management companies or AIFMs. The law firm benefits from a key team based in London that advises UK-based asset managers on Irish funds matters.

Work Highlights

  • A&L Goodbody advised Zurich on the establishment of its Zurich Global Green Bond Fund UCITS.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Michael Barr
2
Michael Barr
2
Band 2
Michael Barr is a well-regarded market presence who advises on a range of fund mandates including property funds.

Michael Barr provides a top-quality service.

Kerill O'Shaughnessy
3
Kerill O'Shaughnessy
3
Band 3

Kerill O'Shaughnessy regularly advises clients on the establishment and operation of funds, including UCITS funds. He has strong experience acting on low-carbon investments and SFDR compliance.

Kerill O'Shaughnessy is excellent, with really good knowledge of different and novel fund structures.

He is always available for an opinion.

Stephen Carson
3
Stephen Carson
3
Band 3

Stephen Carson acts for an impressive range of international clients on the establishment of AIFs and ETFs in Ireland. He also assists clients with regulatory disclosures, including SFDR.

Stephen Carson is a true partner to our business.

Chris Bergin
U
Chris Bergin
U
Up and Coming

Chris Bergin acts for asset managers on establishing open and closed-ended funds. He also assists with the acquisition of existing fund platforms and contentious fund mandates.

Chris Bergin provides top-level legal support.

Lorena Dunne
U
Lorena Dunne
U
Up and Coming

Lorena Dunne is particularly noted on her expertise handling ESG and sustainability matters. She advises on the establishment of ETF and alternative investment funds, with experience handling SFDR Article 9 funds.

Lorena is very helpful, friendly and forthcoming in her opinions. She thinks carefully about issues which come up so you can be confident that she's giving thoughtful advice. She is very approachable and commercial.

She's a fantastic ESG expert and is very strong.

She is responsive and a very capable professional.

Lorena has a particular focus on ESG and is very proactive in that space.

Ranked Lawyers at
A&L Goodbody

Provided by Chambers
Filter by
Band

Ireland

Investment Funds

Michael Barr
2
Michael Barr
2
Band 2
Kerill O'Shaughnessy
3
Kerill O'Shaughnessy
3
Band 3
Stephen Carson
3
Stephen Carson
3
Band 3
Chris Bergin
U
Chris Bergin
U
Up and Coming
Lorena Dunne
U
Lorena Dunne
U
Up and Coming