Investment Management

While investors demand continuous superior performance, the number of changes in investment management are unprecedented ̶ altered domestic and international tax environments, increased regulation and globalisation of the business. Loyens & Loeff is your investment management partner in tackling cross-border legal, tax and regulatory challenges.

A sustainable design of your fund and investment structures that fit your strategy, investor base and management organisation is crucial for top performance. Going from term sheet to transaction in a seamless way is another key to your success in investment management.

Your high performance investment management team

The Loyens & Loeff multidisciplinary investment management team are entirely focused on helping you exceed expectations. We provide you with the skills, knowledge of ‘terms and conditions’ and a network representing sponsors and investors in a broad range of (alternative) asset classes from around the world. 

Fund formation services

Our fund formation services include:

  • Advice on the optimal (cross border) fund and investment structure, taking into account the investors base, the investment strategy and the organisation of the management;
  • International investment management tax structuring, taking into account the Base Erosion and Profit Shifting (BEPS) and transfer pricing developments, as well as investment management-related Value Added Tax (VAT) issues;
  • Structuring and negotiating of fund documentation with investors, from a tax and corporate perspective;
  • Structuring of carried interest, organisation of employee investment entities and structuring of other incentive arrangements;
  • Providing regulatory, corporate and tax advice to institutional investors like pension funds, public investment entities, mutual funds, hedge funds and proprietary funds sponsored by insurance companies, banks and other;
  • Rendering capital markets-related work in relation to listings and delisting through, among others, public offers of investment funds;
  • Assistance with financial and tax modelling.