The financial services and investment funds sector is one of the most highly regulated and dynamically evolving areas of the global economy. Credit and financial services institutions, asset managers, fund initiators, institutional investors (including insurance companies, pension funds, and family offices), and wealth managers face increasingly complex legal and operational challenges as they navigate alternative investments, collective and individual asset management, and banking and insurance supervisory law.
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unyer’s Financial Services & Investment Funds experts bring decades of experience, a high degree of specialisation, and a proven track record across Germany, Luxembourg, and beyond. We advise on structuring, setting up, managing, and distributing alternative investment funds, including securitisation structures and tailored investment platforms. Our integrated network provides regulatory guidance across all relevant frameworks—such as MiFID II, AIFMD, Solvency II, CRR, and KAGB—ensuring compliance with global, European, and national standards.
By combining deep market knowledge with close connections to regulators and industry associations, we deliver pragmatic, business-focused strategies. Whether structuring complex cross-border transactions or implementing licensing procedures, our advice is tailored to your objectives and grounded in both economic and regulatory realities.
Our services
- Fund Structuring & Formation: Advising on AIFs, UCITS, private equity, venture capital, and hedge fund structures.
- Regulatory & Compliance Advisory: Guidance on licensing, AML, MiFID II, AIFMD, ESG disclosures, and cross-border registrations.
- Financial Transactions & Structuring: Legal support for financing rounds, secondary market trading, and fund restructurings.
- Asset Management & Investor Relations: Drafting agreements, negotiating terms with investors, and handling governance matters.
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- Fintech & Digital Assets: Compliance and structuring for tokenized funds, blockchain-based platforms, and digital asset services.
- Dispute Resolution & Litigation: Representation in regulatory investigations, investor disputes, and complex financial litigation.
- Tax & Cross-Border Strategies: Integrated tax planning and advice on international fund distribution and investments.
- Restructuring & Insolvency: Support for distressed funds, portfolio company restructuring, and crisis management.
Benefits for clients
- Global Reach, Local Expertise: Access to leading law firms, offering coordinated advice tailored to regional regulations.
- Comprehensive Solutions: Multidisciplinary teams combining legal, tax, and financial knowledge to address complex challenges.
- Proactive Regulatory Insight: Anticipating changes in financial regulation and ESG standards to minimize risk.
- Innovative & Client-Centric Approach: Strategic, pragmatic solutions that align with business objectives and market trends.
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- Crisis-Ready Advisory: Strong capabilities in restructuring and dispute resolution to safeguard financial interests.
