Luxembourg Investment Funds

Ogier's Luxembourg Investment Funds team specialises in cross-border investment structures for leading asset managers, financial institutions and other law firms based locally and internationally, with partners represented on all major industry bodies.

Our award-winning team advises on all types of Luxembourg funds, regulated and non-regulated, including open-ended funds, closed-ended funds, and single investor funds across all alternative investment strategies including private equity, hedge, real estate, credit funds, infrastructure, special situations and structured products. Our team also has considerable expertise assisting clients with sustainable investing and impact funds and the implementation of EU Sustainable Finance Disclosure Regulation (SFDR).

Working alongside our market-leading funds lawyers in Cayman, Ireland and Hong Kong, Ogier can deliver efficient, seamless expertise to clients in Asian, European and US time zones, and advise managers located throughout the world on the full spectrum of investment strategies.

Ogier was named Best Law Firm, Fund Domicile, at the Private Equity Wire European Awards 2024 and Best Offshore Regulatory and Compliance Firm at the Hedgeweek European awards 2024.

Luxembourg is the leading domicile of choice for funds sponsors seeking to access European capital, thanks to its alternative investment toolbox and sponsor-friendly limited partnerships. Traditionally strong in cross-border investment in real estate and private equity real estate, both in Luxembourg and for cross-border investment, we’ve seen the growth of private equity across the asset stack. We see credit funds, special opportunity funds, infrastructure firms, venture capital firms, sustainable investment funds, and many funds focused on environmental issues.

The Luxembourg-Cayman parallel fund structure is increasingly a preferred product for sophisticated managers seeking to access European, US and Asian capital. Parallel fund structures represent a growing trend in the funds industry because of the customised solutions they offer potential investors and the possibility for fund sponsors establishing sizeable funds to reach a much larger investor base for any given investment strategy. Turnkey solutions designed by leading law firms, such as Ogier, for fund sponsors looking to accommodate the increasing demands of professional and institutional investors, are being developed across the investment funds spectrum.

As they make it possible to meet the needs of specific investors on a targeted basis, parallel funds represent a true opportunity for agile fund sponsors who position themselves as early adopters of this new trend, enabling them to expand their investor reach.

Historically, it was often the case that finance was introduced very close to the ultimate assets. Today, in common with large parts of the market, there is a huge growth in fund finance itself, an area that has brought with it a need for different legal technology, combining secured lending, fund and regulatory knowledge. Our fund finance specialists have grown with the market and are among its leading advisers.

Ogier's CAYLUX service is a collaboration between our Cayman and Luxembourg teams on matters including fund finance, parallel funds, complex cross-border transactions and corporate migrations.

Luxembourg Investment Funds services

• Set-up of European, regulated and non-regulated alternative funds in the private equity, venture capital, debt, real estate and infrastructure sectors

• Inbound/outbound European investment structures

• Tax structuring

• UCITs and specialised investment funds for complex, alternative funds with hedge strategies

• Corporate reorganisation and special situations investment

• Fund finance

• Real estate investment finance

• Regulatory advice

• Sustainable investing and impact funds