Investment funds
Structuring, managing and safeguarding – focused expertise in investment fund law
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Investment funds operate in an environment shaped by innovation, regulatory complexity and tax optimisation. Management companies, asset managers and institutional investors require reliable legal advice to successfully structure new products and investments in a compliant manner, both domestically and across borders.
Our Expertise
We advise management companies, asset managers, depositaries, fund sponsors and institutional investors on all legal and regulatory aspects of investment funds.
Fund structuring
Development and implementation of legally sound fund structures at both national and EU level, with a particular focus on AIFMD, the German Capital Investment Code (KAGB) and BaFin requirements.
Service overview
Distribution support
Advice on fund distribution, documentation and investor communications, taking into account regulatory requirements such as MiFID II and PRIIPs. Service overview
Regulatory and tax compliance
Ongoing advice on regulatory and tax compliance matters, ranging from ESG disclosure obligations to investment tax law requirements. Service overview
Investing with Confidence – Robust Structures for Complex Markets
The investment fund industry is shaped by innovation, international distribution strategies and an increasingly demanding regulatory environment. Fund managers, sponsors and institutional investors must navigate complex legal, regulatory and tax requirements while bringing competitive investment products to market.
Annerton advises clients throughout the entire fund lifecycle – from fund conception and structuring to distribution, ongoing fund operations and regulatory compliance. With offices in both Germany and Luxembourg, we are ideally positioned to support domestic and cross-border fund structures, providing seamless advice across two of Europe’s most important fund jurisdictions.
Our multidisciplinary team combines expertise in investment fund law, financial regulatory law and tax-related matters with a practical understanding of the commercial objectives of fund sponsors, asset managers and investors. We work closely with our clients to develop legally sound, commercially viable and future-proof solutions that meet the expectations of regulators, distribution partners and market participants alike.
Whether launching a new fund, expanding into new markets or managing ongoing regulatory obligations, we provide clear guidance and pragmatic solutions tailored to the needs of the investment funds industry.
Looking to Launch, Distribute or Safeguard a Fund from a Regulatory Perspective?
Get in touch with us. We support you with clear structures, practical solutions and precise legal advice.
rankings & awards
Award-winning Expertise
Get in touch
Four Cities – One Team
We advise you across locations with a team of experts tailored to your needs.
Frankfurt a. M.
frankfurt@annerton.com
+49 69 204 36 89 -0
Luxemburg luxemburg@annerton.com +352 28 68 91 -81
Legal and Regulatory Expertise for the Investment Funds Industry
The legal and regulatory framework governing investment funds continues to evolve. Fund managers, asset managers and institutional investors must navigate a wide range of requirements arising from AIFMD, UCITS, MiFID II, PRIIPs, ESG-related regulations and anti-money laundering obligations. At the same time, increasing investor expectations and growing competition require efficient structures, innovative products and reliable legal support.
As a law firm specialising in financial regulatory law, Annerton advises clients on all legal and regulatory aspects of the investment funds business. Our lawyers support fund sponsors, management companies and investors throughout the entire fund lifecycle, from fund structuring and authorisation procedures to cross-border distribution and ongoing compliance matters.
We advise on the establishment and restructuring of investment funds, regulatory approvals, outsourcing arrangements, investor documentation and governance frameworks. Our lawyers also assist clients in implementing sustainable finance requirements and managing interactions with supervisory authorities, including BaFin and the CSSF in Luxembourg.
With offices in Germany and Luxembourg, Annerton is uniquely positioned to advise on domestic and cross-border fund structures. By combining legal excellence with a deep understanding of the investment funds industry, our lawyers develop practical, commercially focused solutions that help clients achieve their strategic objectives while maintaining regulatory compliance in an increasingly complex market environment.