Investment funds

A&L Goodbody LLP

A&L Goodbody LLP ‘s commitment to the investment fund sector has landed it with additional engagements in ESG and sustainability, ETF and private funds work. The firm has a steady mix of fund formation and advisory engagements. It is working intensively in the ESG and sustainability segment, including on new fund launches and implementing SFDR level 2 disclosures. It has brought in new ETF clients, has established a series of private equity funds and remains a real force in real estate funds. Stephen Carson leads the asset management and investment funds team and retains close connections to clients in London, having spent several years there. Michael Barr and Kerill O’Shaughnessy are also senior members of the team, along with ESG and sustainability specialist Lorena Dunne , who is ’very commercial and thorough‘. Chris Bergin was promoted to partner in 2024 and Brian McDermott retired.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

‘A&L Goodbody are experts in their field and have been pivotal in our journey. The team are knowledgeable and responsive and we very much see them as a platinum partner.’
‘Outstanding technical expertise, provides legal advice based on extensive experience, market practice. Team is also very responsive and make themselves available to provide legal support with very short notice. ’
‘Stephen Carson is an expert in his field and an absolute pleasure to work with. We are forever indebted to him.’
‘The team are consistent and uniquely dedicated to our firm. We have weekly check in calls and a consistent product line that makes ALG crucial to our work flow. Stephen Carson is very well connected to the industry and to the Central Bank and can get things done for us.’
‘Stephen Carson is our relationship partner. He is a stand out lawyer in the Irish ETF industry. His service quality is excellent. He understands the esoteric aspects of our work. He is very responsive and good to work with.'
‘Lorena Dunne has been excellent. Very commercial and thorough.’
‘Top class team which has excellent knowledge of the funds space and are very accessible and responsive.’
‘For the most part I was dealing with Chris Bergin. There was a huge benefit to having an investment funds lawyer being a key and integrated part of the team dealing with a litigation matter.'

Key clients

Alter Domus
Amundi
Apex Group
Avenue Capital
Aviva Investors
AXOVISION
BennBridge
BIT Capital
Catalyst Capital Advisors
Cleaves Securities
Commerzbank
Coutts
CQS (UK)
DWS Investments
Exponent Private Equity
Foresight Group
HANetf Limited
Horizon Kinetics Asset Management
HSBC Global Asset Management
Intermediate Capital Group
Intrum Group
Investlinx Investment Management
IPUT
IQEQ Fund Management (formerly Davy Global Fund Management)
Kepler Partners
Key Capital Investment Management
Lloyd’s of London
M&G
Mondrian Investment Partners
Moneda Asset Management
Mori Capital
Ocorian Group
Optimus Capital
Osmosis Investment Management
Pareto Asset Management
Premier Miton
Real I.S. Gesellschaft für Immobilien Assetmanagement
River and Mercantile Group
Stenham Asset Management
Tilney Smith & Williamson
Turtle Creek Asset Management
W&W Asset Management
Weiss Multi-Strategy Advisers
WisdomTree
Zurich Invest

Work highlights

Advised on the establishment of QIAIF ICAV as the Lloyd’s global public funds platform which will consist of a series of select funds across asset classes.
Advised on the establishment of a suite of 12 new Article 8 ETFs on the Xtrackers range.
Advised on the legal and regulatory aspects of implementing the merger including seeking approval of the Central Bank of Ireland and shareholders of Pareto Nordic Omega.