Investment Management

We are Stibbe Investment management specialists

By providing advice on all legal aspects of asset management on a domestic and cross-border basis, we deliver a comprehensive service to a broad range of clients.

Investment Management

Focussing on all three aspects of asset management: collective portfolio management, individual portfolio management and depository services, our integrated team covers all relevant legal areas across the Benelux, including financial regulatory, corporate and tax law.

We handle these complex matters for a broad range of clients including banks, custodians, investment firms, fund managers and professional investors.

Regarding collective portfolio management (UCITS, AIFs, pension funds, REITs, hedge funds and private equity funds), we act on the entire range of legal issues and regulatory requirements relating to the structuring, management and marketing of funds.

With respect to individual portfolio management, our asset management team advises the managers of both professional investors’ portfolios as well as retail investors’ portfolio on all corporate, tax and regulatory aspects. We handle matters such as licensing requirements, negotiation of asset management mandates, compliance with MiFID requirements, and high profile litigation.

We also advise custodians, depositories and their clients on various issues including ownership of securities, segregation of assets, rules of conduct and investment compliance.

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Experience

Market recognition

Who's Who Legal Awards 2018

Belgium Law Firm of the Year

"very commercial and responsive," while another appreciates its "sensible, helpful" approach.

Chambers Europe 2017, Banking & Finance chapter
European M&A Awards 2018

Benelux M&A Legal Adviser of the Year

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New CSSF Circular 22/795 on marketing communications for cross-border distribution of funds

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Stibbe Luxembourg lawyers co-author the SFDR Implementation Guide

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Edouard d'Anterroches contributes to BLI's white paper on microfinance

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Public investment funds in the Netherlands - 2020

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