The firm is recognized as a pioneer in providing legal support on matters related to the operation of collective investment schemes of all types, as well as the management of their portfolios. It has extensive expertise in handling any issues arising from activities in the field of collective management, both nationally and internationally.

Our lawyers’ experience also extends to drafting legislative and regulatory texts, following special assignments entrusted to our firm for preparing such drafts by authorities in Greece and abroad.

Specifically, we undertake:

• the establishment of mutual fund management companies and/or alternative investment schemes, portfolio investment companies, and real estate investment companies,
• the establishment of collective investment schemes of all types (including undertaking for collective investment in transferable securities, alternative investment and venture capital companies, private equity funds, etc.),
• The handling of any legal matter concerning the operation of companies engaged in collective management or, more broadly, in management of investment funds,
• the organization and operation of distribution networks for shares of collective investment schemes, both by Greek companies abroad and by foreign companies in Greece,
• the provision of advice on permissible investments in such undertakings, particularly by insurance organizations and pension funds,
• the provision of advice relating to or connected with sustainability (ESG) matters,
• the provision of written legal opinions on matters related to the management of collective investment schemes.

Our experience and expertise in the field of collective investment schemes enable comprehensive management of legal matters, providing specialized legal support and ensuring our clients’ compliance with applicable regulatory requirements.