Clifford Chance is a popular address for investment companies, financial institutions, asset managers, insurance companies and private investors in connection with the structuring and launch of investment funds, which includes tax structuring as well as investment law matters. Marco Simonis and Sonya Pauls are among the key contacts here. The team is well versed in German, Luxembourg and English fund structures, while investors also benefit from regulatory expertise. These competencies are frequently drawn on in the context of alternative assets such as real estate, infrastructure, private equity and private debt. Cross-border aspects pertaining to international funds are routinely covered thanks to the cooperation with the international network. In January 2024, the team strengthened its expertise in fund tax structuring and fund investments with the addition of Stefan Herr from PwC Legal (PricewaterhouseCoopers Legal AG Rechtsanwaltsgesellschaft); the latter is experienced in supporting investment funds, asset managers, institutional investors and family offices.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • 'The cooperation with Andrius Bielinis is characterized by extremely fast communication, thorough examination of tax issues for investment funds, highlighting of tax risks and pragmatic proposals for solutions.'
  • 'The performance is of very high quality.'

Key clients

  • Universal Investment
  • KfW Capital
  • Aquila Group
  • DWS
  • ELF Capital
  • Invision AG
  • Deutsche Finance
  • Genui
  • Lakestar
  • HQ Equita
  • Montana Capital

Work highlights

  • Advising KfW Capital and Universal Investment on the successful fundraising of the Growth Fund Germany.
  • Advising the Aquila Group on the sale of a majority stake of 74.9% in the Aquila Capital investment company.
  • Advising DWS on the structuring and launch of the first German infrastructure special fund, which was launched at the end of April 2023.

Lawyers

Hall of Fame
The lawyers at the very top of the profession, widely known and respected by peers and clients for their longstanding involvement in market-leading work.
Marco Simonis
Hall of fameClifford Chance
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Sonya Pauls
Clifford Chance