Investment funds

You don’t pay for a learning curve when you instruct us. We have been focused on funds since the beginning of the industry.

Following international capital flows, our investment funds specialists draw on the experience of dedicated funds teams in our core Ogier offices: BVI, Cayman, Guernsey, Hong Kong, Jersey and Luxembourg.

The onshore funds and tax capability provided by our Luxembourg office sets us apart and we have a thriving office in Hong Kong and unmatched insights into Asia through our Shanghai and Tokyo offices.

Many of our specialists have played a leading role in developing market practice and drafting progressive funds legislation across a number of our jurisdictions.

We have particular strength advising private equity sponsors and investors on all aspects of closed-ended funds including portfolio company transactions.

We advise on a wide spectrum of fund structures and their particular regulatory and commercial approaches. With the support of our experienced fund finance and dispute resolution specialists we provide a one-stop-shop for the full funds lifecycle. Our services include advising on structuring and supporting fund formation, including the provision of registered office and company secretarial services to investment managers, corporate fund vehicles, general partners, limited partnerships carry and special purpose vehicles, to advising on regulations (including fund licensing and automatic exchange of information, corporate governance and investor disputes.)

We also advise on the management of liquidity and business interruptions, strategic investor arrangements and fund wind-down and termination.

Services

Ogier works with investment funds of all types including:

  • Hedge
  • Hybrid
  • Infrastructure
  • Investment management
  • Mezzanine
  • Regulatory
  • Structured product
  • Private equity
  • Real estate