Asset Management and Investment Funds

Expertise

Matheson's Asset Management and Investment Funds Department was ranked by the Monterey Insight Ireland Fund Report, the leading independent industry survey, as Ireland's leading practice by assets under management for the tenth year in a row in 2020.  The Monterey Insight Ireland Fund Report 2020 reveals that Matheson continues to rank first for Irish domiciled funds based on the assets under management at 31% and first amongst both domiciled and non-domiciled funds as at 30 June 2020

Our dedicated team is comprised of over 70 fund professionals, led by 13 partners.

We are experts in all aspects of UCITS including structured UCITS, UCITS ETFs, money market funds, UCITS platforms, UCITS pursuing alternative or hedge fund strategies, traditional long only equity and bond funds.

Our experience in alternative funds also sets us apart from our competitors. We have advised on alternative investment funds investing in pharmaceutical royalties, life settlements, property, currencies, commodities, bank loans, private equity, other hedge funds and on all hedge fund strategies including long/short, event driven, arbitrage, global macro, distressed debt and multi-strategy amongst others. Our market-leading expertise on AIFMD includes advising on the first AIFM authorisation in Europe and the first inward AIFMD management passport into Ireland. Our partners have advised numerous funds on transition to AIFMD.

The reputation of the Asset Management and Investment Funds Department amongst industry professionals and our involvement in the development of the industry is reflected by the appointment of managing partner Michael Jackson as chairman of the International Financial Services Centre Funds Group Legislative Committee, established by the Department of An Taoiseach (the Irish Prime Minister), and his 2009/2010 chairmanship of the Irish funds industry association (“Irish Funds”). Our partners Tara Doyle, Dualta Counihan, Shay Lydon, Anne-Marie Bohan, Liam Collins, Philip Lovegrove, Oisin McClenaghan and Michelle Ridge are all members of Irish Funds committees in the areas of hedge funds and alternative investment funds, exchange traded funds, UCITS V, client assets, private equity funds, distribution in Asia and Latin America and European Long Term Investment Funds. At European level, Shay Lydon is a member of the European Fund and Asset Management Association (“EFAMA”) UCITS Working Group and Liam Collins has been appointed as the Irish Funds representative to the EFAMA Financial Benchmarks Working Group, Philip Lovegrove is a member of the EFAMA ETFs Working Group and Tara Doyle is a member of the EFAMA ESG Standing Committee.

All of our partners are regular contributors to European and Irish consultations on the development of asset management and funds regulation. Submissions have been made by the Asset Management and Investment Funds Department towards the development of the Central Bank’s policy in a number of areas, including multi-manager funds, structured UCITS using tailored derivatives at share class level, and loan origination by qualified investor alternative investment funds.

With our team of 70 asset management legal and regulatory advisers working alongside Matheson taxation, structured finance and commercial litigation departments, we offer a comprehensive service for clients. As we are one of the few law firms in Ireland with a specialist derivatives practice, we have an unrivalled capacity to provide combined asset management, tax and derivatives advice to our clients. Our regulatory compliance and risk management team assists with authorisations of new investment managers, administrators and custodians, compliance requirements and Central Bank administrative sanctions. In addition to this, we provide a full investment funds listing services, a specialist outsourcing advisory practice and a dedicated investment funds company secretarial service, with online board-room facilities for our clients.

Our Team

Sustainable Finance

Brexit: Investment Funds