• Advised large swiss asset manager (approx. CHF 380 billion AUM), a large Swiss asset manager on the acquisition of an existing Irish AIFM and the extension of their licensing permissions of that entity to add a UCITS management company licence (completed in April 2020).
  • Advised large swiss asset manager on the establishment of their first Irish QIAIF platform ICAV with one initial closed-ended private equity fund.
  • Advised Leading global asset manager (one of the largest asset managers in the world with an AUM of over USD 1.3 trillion) on their Brexit strategy planning and on obtaining a complex license from the Central Bank of Ireland used to manage around 300 of their funds and segregated account mandates across several European countries.
  • Advising leading global depositary (circa USD 1.14 trillion in client assets in US BankCorp Inc) in relation to their appointment as depositary to Irish collective investment schemes, including the completion of complex control test and look-through analysis projects. Also advised from an Irish regulatory perspective on the establishment of a branch of its depositary services in Luxembourg.
  • Advised UAE asset manager on the establishment of their first Irish Sharia compliant UCITS fund authorised in March 2020.
  • Advised a leading third party management company on the establishment of an Irish QIAIF umbrella ICAV with two initial sub-funds, with a leading Swiss asset manager appointed.
  • Advised UK asset manager on the establishment of a new Irish QIAIF fund with a primary investment focus of gaining exposure to multiple global carbon and environmental markets, through derivatives and investments into physical carbon allowances.
  • Advised Scottish Infrastructure manager (EUR 4 billion AuM) on the establishment of their Irish based AIFM as part of their Brexit strategy and on the transition of a UK AIF to be managed by the Irish AIFM in December 2019.
  • Advised UK ESG focused asset manager (approximately GBP 2 billion AuM) on the restructuring of an existing platform operated by a third party management company into a proprietary fund structure solely for the investment manager’s group and amendments to fund documentation for their other UCITS ICAV and QIAIF common contractual fund products.
  • Advised leading Lichtenstein asset manager (USD 60 billion AuM) on regulatory queries related to the Irish management company business and regulatory matters concerning the Central Bank, as well as UCITS and AIFMD foreign registration projects for the Irish fund ranges.