K&L Gates LLP > Dublin, Ireland > Firm Profile

K&L Gates LLP Offices

K&L Gates LLP
The Wilde, 53 Merrion Square South
D02 PR63
Ireland
Visit website +353.1.486.1750

K&L Gates LLP > The Legal 500 Rankings

Ireland > Investment funds Tier 2

K&L Gates LLP made a bold entry into the Irish market in January 2023 through a series of headline lateral hires. The firm has a major international network and presence in many of the world’s primary investment funds centres. The large senior team is active in fund structuring, licensing, and regulatory compliance and is also noted for fund mergers. The Dublin team has close links to US fund managers, along with UK and Asian managers. Gayle Bowen, who joined from Pinsent Masons LLP, is a leading name in cross-border fund mergers and migrations. Michelle Lloyd brings extensive Asia experience from her tenure at Maples Group‘s Hong Kong office, and Shane Geraghty, formerly of Dillon Eustace, is further noted for Cayman Islands fund products and is an experienced figure in private debt funds.

Practice head(s):

Gayle Bowen; Michael Caccese

Other key lawyers:

Michelle Lloyd; Shane Geraghty; Áine Ní Riain

Testimonials

‘An impressive lineup of partners that are well established in the market.’

‘Michelle Lloyd, Gayle Bowen and Shane Geraghty are each individuals I would trust entirely. We’re hopeful of building out our relationship with them.’

Key clients

Julius Baer Group/Three Rock Capital – Premium Selection UCITS and QIAIF ICAV

LGT Private Wealth Management/Volare International UCITS ICAV

Dynamic Credit/Dynamic Credit ICAV

Osmosis Investment Management – Osmosis ICAV/Osmosis UCITS CCF

Global Impact Initiative/GII UCITS ICAV

Quanta Capital / Goldstein Property ICAV

ZZ Vermogensverwaltung GmBH/ZZ Quant Risk Premia ICAV

Harrington Cooper Asset Management

Gemini Capital Management (Ireland)

Work highlights

  • Advised Julius Baer Group on all their Irish regulatory and fund establishment work, including the establishment of a Irish UCITS platform with over 40 sub-funds and on the migration of 22 sub-funds from Luxembourg into Ireland.
  • Advised LGT Private Wealth Management on the establishment of 7 UCITS sub-funds and also in relation to distribution queries, including the registration of investment funds in the United Kingdom to retail investors under the s272 regime.
  • Advised Dynamic Credit on changes to strategies, ad-hoc queries and investments into complex lending platforms through the Central Bank.

K&L Gates LLP > Firm Profile

The Firm: K&L Gates’ Dublin office provides a substantial offering for international, domestic and cross-border activities. As a globally significant market for the asset management and investment funds and broader financial services industries, the Dublin office helps to meet the global needs of our clients already operating or looking to do business throughout Europe and around the globe.

K&L Gates is one of the largest law firms in the world, with more than 45 offices located in key capital cities and world commercial and financial centres spanning five continents. Its many offices operate as one firm, offering clients local market knowledge and access to both national and international capabilities.

Main Areas of Practice

Asset Management and Investment Funds
The Dublin team provide advice on the establishment and ongoing operation to a broad range of investment funds and management companies. The team are especially well versed in the practical, technical and regulatory aspects of organising and operating fund vehicles and structuring management companies. They strive to create and develop innovative structures to address the specific needs of clients.

In addition to assisting the investment funds and managers themselves, clients include a wide range of service providers to the fund management industry–from fund administrators and depositaries to third-party management companies, platform operators, and distributors.

The firm’s Asset Management and Investment Funds practice has 50 years of experience in the financial services industry and comprises more than 150 lawyers in Asia, Australia, Europe, the Middle East, North America, and South America positioned to meet the global needs of our clients.

Areas of Focus

Funds
UCITS
Alternative investment funds
Private equity
Private credit and debt funds
Venture capital funds
ETFs
Money market funds
Master feeder and parallel structures
Platform solutions
Tax
Passporting and fund registration
ELTIFs
Fund mergers/redomiciliations

Financial Services and Regulatory
UCITS management companies
AIFMs
Super ManCos, additional permissions, and passporting
Establishment of branch offices
PRISM reviews
Administrator and depositary licensing
Ongoing Central Bank supervision
Sustainable finance disclosure regulation
MiFID
EMIR
Anti-money laundering

Global Funds Registration Services
The firm’s Dublin office has a dedicated global funds registration group that is integrated within the Asset Management and Investment Funds practice area. The team provides guidance and support to management companies, asset managers and promoters in connection with the global registration, passporting, private placement and distribution of investment funds in EEA and non-EEA countries.

A core component of the offering is the initial registration and annual maintenance of investment funds carried out pursuant to passporting or national private placement regimes in Europe. These services can be provided to both European and non-European funds. In addition, the team can carry out pre-marketing filings in Europe and coordinate distribution and reverse solicitation advices through our local counsel network.

Company Secretarial Services
The firm’s Dublin office also provides a complete range of company secretarial services to their investment fund and management company clients. The services include entity formation; registered office services; maintenance of statutory books; convening, attending and taking minutes at board meetings; preparation of board materials; and attending to ongoing statutory filings. The highly experienced company secretarial team ensures that meetings operate in accordance with applicable legislation, are documented to the board’s satisfaction and reflect a robust governance framework.

Dublin Managing Partner: Gayle Bowen

Offices

Europe: Berlin, Brussels, Dublin, Frankfurt, London, Luxembourg, Milan, Munich, Paris. Middle East: Doha, Dubai. United States: Austin, Boston, Charleston, Charlotte, Chicago, Dallas, Fort Worth, Harrisburg, Houston, Kansas City, Los Angeles, Miami, Nashville, New York, Newark, Orange County, Palo Alto, Pittsburgh, Portland, Raleigh, Research Triangle Park, San Francisco, Seattle, Washington DC, Wilmington. South America: Sao Paulo. Asia: Beijing, Hong Kong, Seoul, Shanghai, Singapore, Taipei, Tokyo. Australia: Brisbane, Melbourne, Perth, Sydney.