Launch of a US$5bn Luxembourg UCITS fund
Assisted a Swiss-based global bank and financial services company on the setup and launch of a US$5 billion Luxembourg UCITS fund.
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Our sector approach relies on smart collaboration between teams who have a deep understanding of related businesses and industry dynamics. The specific combination of our highly informed experts helps our clients to see around corners.
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Ogier's award-winning Investment Funds team in Luxembourg specialises in cross-border investment structures for leading international asset managers and financial institutions.
Recognised in leading directories such as Legal 500 and ranked excellent for fund structuring and private equity by Leaders League 2025, Ogier's funds and private equity team in Luxembourg includes three market-leading partners with extensive international experience and deep local knowledge.
We take a multidisciplinary approach, including securitisation expertise and integrated tax advice, to offer a wide range of investment solutions. As part of our offering, we can provide investment funds advice to the German speaking clients through our dedicated German Desk.
Our funds lawyers advise on the fund formation and structuring of all types of Luxembourg funds, regulated and non-regulated, including open-ended, closed-ended and hybrid funds across a variety of investment strategies including private equity, debt, real estate, venture capital, infrastructure, special situations, and structured products.
Our lawyers also assist investors with the due diligence for their investments in Luxembourg vehicles and have considerable expertise in sustainable investing and impact funds, supporting clients with EU Sustainable Finance Disclosure Regulation (SFDR).
Our lawyers are at the forefront of the Luxembourg and European regulatory landscape and have a proven track record in assisting clients with the setup of AIFMs, fund administrator and other regulated entities.
Working alongside our market-leading funds lawyers in the BVI, Channel Islands, Cayman, Dubai, Ireland and Hong Kong, Ogier can deliver efficient, seamless advice to clients across Asia, Europe, the Middle East and the US.
Luxembourg is the largest European fund domicile and second globally after the US, with €5.6 trillion in AUM, thanks to its alternative investment toolbox and sponsor-friendly limited partnerships.
The total AUM in alternatives domiciled in Luxembourg reached approximately €2 trillion in 2024. A Luxembourg-Cayman parallel fund structure is one of the preferred products for sophisticated managers seeking to access European, US and Asian capital.
Parallel fund structures are a continuingly growing trend in the funds industry due to the customised solutions they offer to potential investors and the possibility for fund sponsors establishing sizeable funds to reach a much larger investor base for any given investment strategy, with an efficient cost structure.
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.
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.
Set-up of European, regulated and non-regulated alternative funds across all asset classes, with particular expertise in private equity, debt, venture capital, and real estate / infrastructure
Due diligence for institutional investors
Regulatory advice, including on MiFID and MiCAR
Addressing specific needs of German speaking markets through our German Desk
Inbound/outbound migrations of investment vehicles
Tax structuring
Retail investment solutions such as UCITS, ELTIFs and UCI Part II
Fund restructuring and special situations investment
Sustainable investing and impact funds
The team has an exceptionally strong combination of regulatory expertise, commercial awareness, prompt turnaround of work, sensible fees and clear communication.
Legal 500 EMEA, 2024
Launch of a US$5bn Luxembourg UCITS fund
Assisted a Swiss-based global bank and financial services company on the setup and launch of a US$5 billion Luxembourg UCITS fund.
Climate-neutral multi-asset investment fund
Assisted a leading bank in Luxembourg on the launch of a climate-neutral multi-asset investment fund.
Migration of US$3bn fund
Assisted a leading US global alternative asset manager on the migration of its US$3 billion Cayman Islands open-ended fund to Luxembourg.
Anne-Gaëlle Delabye
Partner | Legal
Luxembourg - Legal Services
Partner
Luxembourg - Legal Services
Contact Anne-Gaëlle
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Hervé Leclercq
Partner | Legal
Luxembourg - Legal Services
Partner
Luxembourg - Legal Services
Contact Hervé
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Milan Hauber
Partner | Legal
Luxembourg - Legal Services
Partner
Luxembourg - Legal Services
Contact Milan
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Aurélie Clementz
Partner | Legal
Luxembourg - Legal Services
Partner
Luxembourg - Legal Services
Contact Aurélie
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