Asset Management

The asset management industry faces increasing challenges through enhanced regulation and heightened requirements for sustainability and digitalisation. Wiersholm’s asset management and fund formation practice combines specialised fund expertise with our market-leading capabilities in financial regulation, tax, venture capital and private equity to deliver tailored and holistic solutions for fund managers and investors.

Our integrated approach covers the entire lifecycle of management companies and investment funds, from structuring and establishment through ongoing operational matters to eventual dissolution.

Our Services

Fund structuring and establishment

Fund documentation, marketing materials and agreements

Fundraising

Establishing and structuring of asset management ecosystems and operations

Investment strategies and restrictions

Primary, secondary and co-investments

Specialised structures (continuation vehicles, fund-of-funds, permanent capital structures)

UCITS registration and compliance

EuVECA registration and regime

AIF registration

AIFM licensing applications and registration of AIF-managers

Ongoing regulatory compliance

Tax and structuring

Investor negotiations (terms and side letters etc.) and onboarding of fund investors

Profit sharing mechanisms and compensation structures

ESG implementation and reporting

Transactions

Our experts possess some of the industry’s most extensive and diverse experience in handling high-profile and complex transactions within both the Norwegian and Nordic markets. A substantial portion of these transactions involves international clients.

Recent transactions

To ensure optimal solutions, we integrate specialist expertise from across the firm. Our asset management team works closely with experts in:

Financial Regulatory: Licensing and authorisations, regulatory navigation and ongoing supervision
Tax: Robust structures and solutions
Private Equity: Market insight and investor requirements
Corporate: Structuring and governance of management companies
Sustainability and ESG: Implementation of sustainability reporting and requirements

We understand that a successful fund formation requires good planning and deep expertise across multiple disciplines. By leveraging our strong regulatory and tax capabilities, combined with extensive private equity experience, we deliver practical solutions that address both legal requirements and commercial objectives.

Our team stays continuously updated on all relevant market developments for asset managers, including regulatory requirements, structuring, and market practice. In close collaboration with fund managers, we help navigate complex regulatory landscapes while implementing effective operational frameworks. Our involvement with active fund managers and investors through our private equity practice provides valuable insight into market expectations and best practices.

The individuals we work with are always available and provide high-quality legal advice within short deadlines. They are extremely service-minded and professional.
Legal 500