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Asset Management

We accompany you in all business stages from the start-up and licensing phase through general supervisory advice to the issue, merging and processing of your investment assets. We advise on both open-ended and closed-ended special and public investment funds of all asset classes.

  • Classification of investment models as alternative investment funds (AIF),
  • Licensing of asset managers as a financial services institution,
  • Licensing or registration of asset managers as capital management companies,
  • Documentation of the fund rules and sales prospectuses, as well as obtaining the official marketing authorization,
  • Clarification of questions on cross-border sales with and without EU passport procedures,
  • Assessment of the “Eligible Assets”,
  • Documentation of internal processes and business organization, including organization manuals, compliance processes and money laundering compliance,
  • Sales contracts and cooperation agreements with banks, clearing banks, stock exchanges and custodians (outsourcing contracts),
  • Management of risks, liquidity and investment of own funds,
  • Launch of product lines in asset management or as fund solutions and
  • Conception of asset-management funds.
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