Investment Funds, Structures & Pensions Overview

The Sorainen Investment Funds, Structures & Pensions Practice Area provides a full range of legal services to the industry. The firm advises on the structuring, formation, marketing and operation of pooled investment vehicles and their management companies. Specialist investment management lawyers help structure and document a variety of investment and pension funds for investment in various types of asset classes, including real estate, private equity, transferable securities and other investments.

The Investment Funds, Structures & Pensions Practice Area follows a multi-disciplinary approach to its advice. It relies on the expertise of Sorainen lawyers from various practice areas, including Tax & Customs, Corporate and M&A to deliver tailored solutions.

Sorainen clients rely on advice at all the stages of the fund cycle, from structuring and obtaining regulatory approvals for operation through to the sale of investments and fund liquidation. The firm’s lawyers assist in drafting establishment and sales documentation, in obtaining necessary authorisations, in structuring marketing and co-investment arrangements and finally, in exiting from investments and liquidating funds. The practice area also provides related regulatory and compliance advice.

Sorainen is recommended for its Investment Funds, Structures & Pensions Practice Area by international directories such as IFLR1000 (“Clients are very pleased with the quality of the firm’s service. “They were responsive and knew the market well,” […].”), The Legal 500 and Chambers Europe.

Sorainen offers expertise in all key investment funds, structures & pensions practice areas in the Baltic States and Belarus, including:

  • structuring investment funds (including UCITS and alternative investment funds) and pension funds;
  • structuring management, remuneration, marketing and co-investment arrangements;
  • obtaining necessary regulatory approvals;
  • compliance related matters;
  • marketing foreign investment funds in the region;
  • fund investment and exits;
  • fund mergers and liquidation.

Sorainen has been awarded the title of "Baltic Law Firm of the Year" at the International Financial Law Review European Awards in five years 2014, 2013, 2012, 2010 and 2009  for advising on the most complex and innovative international transactions in the areas of debt, equity and capital markets, project financing, restructuring and mergers and acquisitions. Read more

The head of the Sorainen Investment Funds, Structures & Pensions Practice Area is Rūdolfs Eņģelis, whose contacts appear below.
Local heads of the Sorainen Investment Funds, Structures & Pensions Practice Area are:

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