About

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

Provided by Chambers

Investment Funds - Germany

4
Band 4

What the Team is Known For

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.

Notable practitioners

Michael Dröge is a key contact for clients.

Wofür das Team bekannt ist

HEUKING ist eine angesehene Kanzlei, die eine Reihe von großen deutschen Mandanten in Fondsangelegenheiten unterstützt. Die Kanzlei bietet regulatorische Beratung zu Portfoliomanagement und Outsourcing sowie Unterstützung bei Fragen der BaFin. Das Team verfügt über umfangreiche Expertise in der Fondsstrukturierung auf breiter Front, mit Schwerpunkt auf Venture-Capital-Fonds und AIFs. Darüber hinaus berät HEUKING bei Fondsinvestitionen, steuerlichen Fragen, Gründung und Outsourcing. Der Kundenkreis setzt sich überwiegend aus deutschen Investmentfonds, Vermögensverwaltern und Regionalbanken zusammen.

Bemerkenswerte Praktiker

Michael Dröge ist ein wichtiger Ansprechpartner für Kunden.

Work Highlights

Provided by HEUKING

  • HEUKING assisted DRS KVG with the registration of a capital management company and the launch of a private equity fund.

  • HEUKING begleitete die DRS KVG bei der Registrierung einer Kapitalverwaltungsgesellschaft und der Auflegung eines Private Equity Fonds.

Strengths

Provided by Chambers