Tailor-made and practical solutions from our dedicated team of experts

ASSET MANAGEMENT ADVISORY

In an environment of constant change and uncertainty, asset managers and investors need an adviser who stays ahead of the curve, providing answers before questions even arise. Our asset management experts accompany sponsors and investors from start to finish with made-to-measure advice and an integrated approach combining tax, regulatory, corporate and compliance services seamlessly in order to find the best fit for each client.

After in-depth structure analysis, we concentrate on finding practical solutions. With an eye for detail, we never lose sight of the big picture, understanding and considering client’s unique long-term objectives, philosophy and concerns.

We provide a wide range of services to asset managers, private and institutional investors in PE/RE funds, hedge funds, debt funds, infrastructure funds and funds of funds:

  • Funds and fund managers (AIFMs, ManCos and MiFID investment firms) set-up and structuring
  • Fund reviews, due diligence and assistance in negotiations on behalf of investors
  • Ongoing regulatory duties and regulatory watch services (AIFMD, MiFIDII, PRIIPs, etc.)
  • European Economic Area distribution services
  • Exit and restructuring
  • Change management for fund managers

In addition to Asset Management Advisory, we also offer a Regulatory Watch service which filters out the noise to deliver relevant information to board members and investors and a dedicated PRIIPs Solution as part of a complete suite of compliance and reporting tools.

CONTACT US

Benoit KelecomBenoit Kelecom
Principal - Leader of Asset Management Advisory
benoit.kelecom@atoz.lu

 

Jeremie SchaefferJeremie Schaeffer
Partner
jeremie.schaeffer@atoz.lu
 

 

Nicolas CuissetNicolas Cuisset
Partner
nicolas.cuisset@atoz.lu