Meet the team

Investment Funds

Luther Rechtsanwaltsgesellschaft mbH

Luxembourg, Luxembourg
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Deals

Assisting GAWA CAPITAL PARTNERS on the establishment of their second microfinance fund established as a SICAR qualifying as a European Social Entrepreneurship Fund (EuSEF) to take the form of an SCA investing in social investment programs for the development and growth of social enterprises (up to EUR 200 000 000 with no leverage).

Assisting ENERIS on the establishment of their fund taking the form of a SICAR SCA investing in green energy and infrastructure companies (up to EUR 100 000 000 together with a leverage of EUR 400 000 000) in the DAK region with a focus on Poland.

Advising Vault on the establishment of a fully authorized AIFM to be supervised by the CSSF to manage AIFs.

Assisting Innpact in day to day matters notably in extending its license to cover fund of funds activities and submitted full documentation to the CSSF, also drafting a series of new agreements to meet the new legal requirements.

Advising Avellinia Capital in the set up set up their first Lux Fund, which is a debt fund (notably selection of service providers, drafting of fund documents, onboarding anchor investors and proper incorporation of the fund entities).

Assisting Chahine Capital in the day to day and restructuring operations of their UCITS fund “Digital Fund”, particularly on amending existing compartments and answering regulatory questions (launch of a new share class, ESG additions, benchmark regulation, and Brexit).

Advising Participant Capital Advisors, LLC on the establishment of their first Luxembourg fund to raise approximately EUR 100,000,000 from pan-European investors.

Advising PG Europe  on the set up of several Luxembourg reserved alternative investment funds, with a strategy consisting of real estate development projects in industrial, logistic warehouses, land, mixed-use properties for-sale and other commercial real estate in various countries.

Assisting a major investment fund manager in relation to regulatory analysis of permitted activities for professionals of the financial sector, including employment/regulatory/AML-related questions.

Advising a German alternative investment fund manager on the establishment of a Luxembourg renewable energy fund (in particular for German Solvency II and CRR investors) in the form of a limited partnership and, in addition, on a Luxembourg feeder fund in the form of a mutual fund.

Advising a well-known independent private equity investment company in structuring an alternative access to a Luxembourg private equity fund through a Luxembourg securitisation vehicle issuing rated bearer notes for German regulated investors, and in negotiating the agreements with the paying / settlement agent and account bank.

Organigram

Team Services

The Investment Funds practice of Luxembourg provides advisory services to mid-size companies, large corporations, investment banks, fund sponsors, family offices, private and institutional investors, as well as real estate groups. They serve clients across various industries and jurisdictions, specializing in structuring and establishing regulated and alternative investment structures. They also offer guidance on regulatory issues faced by an increasing number of funds in Luxembourg.

Services

Fund Structuring
  • Design of Fund Structure
  • Structuring & Authorisation Request
  • Incorporation & Operational Set-Up
Design of Fund Structure
  • Assisting with the best investment fund entity to fit the investors’ profiles, tax considerations, investment strategy, asset class, and lifecycle
  • Designing management remuneration, carry, and other incentive arrangements
Structuring & Authorisation Request
  • Assisting with authorisations, notifications, and private placements / marketing procedures of Luxembourg and non-Luxembourg Funds (in Luxembourg, other EU Member States, and third countries)
  • Assisting with respect to the listing on the Luxembourg Stock Exchange
Incorporation & Operational Set-Up
  • Drafting contractual arrangement and offering documents
  • Working on resolving conflicts of interest and de-faulting investors
  • Drafting side letters and co-investment policies
  • Managing restructurings and liquidations
Transaction Advisory
  • Central Administration
  • Domiciliation Agent & Custodian Bank
  • Financial Due Diligence
Central Administration
  • Corporate secretarial services
  • Advising on substance-related matters
Domiciliation Agent & Custodian Bank
  • Assisting with governance and board investor meetings
  • Assisting with the selection of custodian bank, depositary, central administration
Financial Due Diligence
  • Assisting with anti-money laundering and data protection matters
  • Facilitating financing activities

Legal advice in French, English, German, and Luxembourgish

Testimonials

Awards and Recognition

Legal500 2023 - Tier 4 in Investment Funds

Leaders League 2023 - Highly Recommended in Fund Structuring

IFLR1000 2022 - Tier 4 in Investment Funds