At a glance guide to Investment management and fund formation in Luxembourg

Ogier’s robust Luxembourg Investment Funds team, led by four partners, specialises in cross-border investment structures for leading asset managers and financial institutions, based locally and internationally.

Working alongside our market-leading funds lawyers in Cayman, Ireland, Guernsey, Jersey, Hong Kong and Dubai, Ogier can deliver efficient, seamless expertise to clients in Asian, European, Middle Eastern and US time zones, and advise managers located throughout the world on the full spectrum of investment strategies. Our team advises in English, French and German.

Investment Funds services

Fund set-up and operation

We assist with the structuring, establishment and operation of UCITS and alternative investment funds across all asset classes, with particular expertise in private equity, debt, venture capital, real estate and infrastructure. Dedicated teams such as the German desk address specific jurisdictional needs.

European investment structures

A global hub for EU and non-EU asset managers, Luxembourg is a gateway for investment flows in and out of the UK, US and Asia. We draw on our global expertise to create turnkey solutions, such as parallel and master-feeder structures for US and Asian investors.

Due diligence for institutional investors and regulatory advice

Our funds experts assist with fund due diligence, helping clients to meet applicable regulatory or internal requirements.

Tax structuring

We work with clients to design the optimal tax structure to support a fund’s strategy and objectives, aligning with commercial and regulatory requirements.

Private equity and credit investment strategies

Our experienced team regularly advises on complex fund structures in the private equity and debt sectors. We act for a variety of institutions, including private equity houses, banks and family offices. Luxembourg is a global leader in the PE field, and a jurisdiction of choice for private credit activities.

Sustainable investing and impact funds

Our team has considerable expertise assisting clients with sustainable investing and impact funds and the implementation of EU Sustainable Finance Disclosure Regulation (SFDR).