Investment Funds Mason Hayes Curran

Our clients know us for our expertise and practical advice. We have vast knowledge, gained over years of experience, of the asset management and investment funds industry. We are the trusted advisors to investment managers, fund management companies, fund administrators and other financial services providers.

We have significant experience in advising fund managers on the authorisation, structuring, and ongoing management of investment funds, including UCITS, AIFs and REITs, in all legal forms. We also advise on registration requirements.

With substantial technical expertise in negotiating complex banking transactions and drafting derivative and fund documentation, our service assists clients in realising their ambitions. We work closely with our teams in Taxation, Banking and Finance, Real Estate and Corporate Governance to provide a comprehensive service; guaranteeing strategic, seamless advice.

Appreciating the speed of regulatory change, we actively monitor legal and regulatory developments, ensure our clients are informed and know what to expect in the future.

Our Services

Structuring and formation of QIAIFs
Establishing UCITS for international distribution
Establishing an Irish QIAIF for the acquisition of a private equity investment in a US debt settlement
Application of AIFMD
Establishment of ICAVs, unit trusts, variable capital companies, limited partnerships or common contractual funds
Fund redomiciliations, mergers and conversions to ICAVs

Recommendations

Chambers & Partners, 2020

The team is highlighted for being "commercially focused and quick to respond".

Chambers & Partners, 2019

“Very collaborative, open and transparent, and very good in terms of clarity".

Recent Work

Acting for Fineco Asset Management dac on to the establishment of a UCITS management company, which is authorised and regulated by the Central Bank of Ireland.

Establishing FAM Series UCITS ICAV, an umbrella UCITS platform with thirty-six sub-funds, investing across different investment strategies including index replicating funds, high-yield bond and balanced bond portfolios, equity long-only strategies and emerging markets strategies.