Firms To Watch: Investment funds

Investment funds in Italy

K&L Gates

K&L Gates houses an experienced investment funds team that represents both local and international fund managers and sponsors in a range of matters, and Eusapia Simone leads the practice with extensive experience in fund formation and investment management across various asset classes.

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Lexia

Led by Milan-based Angelo Messore, the investment funds team at LEXIA advises clients on a wide range of matters, including alternative investment funds, European long-term investment funds, and pension funds.

 

 

Praxisleiter:

 


 


Alma LED

One of the preeminent law firms in Italy for investment funds, Alma LED is regularly sought after by sponsors and limited partners for advice on the full spectrum of matters, including those relating to credit funds, venture capital, and alternative investment funds. Sitting at the helm of the practice, Alessandro Corno boasts extensive experience advising asset managers and institutional investors on a range of alternative fund matters. Celeste Cenedesi supports clients with structuring and establishing alternative investment schemes, as well as private equity funds and private debt matters.

Praxisleiter:

Alessandro Corno


Weitere Kernanwälte:

Celeste Cenedesi


Referenzen

‘The practice stands out for its ability to combine deep subject-matter expertise with a client-centric, forward-looking approach.‘

‚What makes it unique is not only the breadth of technical and legal capabilities, but also the way they integrate them into seamless solutions tailored to each client’s business and strategic priorities.‘

‚They are partners invested in helping clients navigate complexity with clarity and confidence.‘

Kernmandanten

European Investment Fund


Quadrivio Group


CDP Equity S.p.A.


CDP Venture Capital SGR S.p.A.


Fondo Italiano d’Investimento SGR S.p.A.


QuattroR SGR S.p.A.


Clessidra Private Equity SGR S.p.A.


Clessidra Capital Credit SGR S.p.A.


XGen Venture SGR S.p.A.


Equinox AIFM S.A.


Iniziativa Gestione Investimenti SGR S.p.A.


Star Capital SGR S.p.A.


Eureka! Venture SGR S.p.A.


Indaco Venture Partners SGR S.p.A.


LGT Capital Partners Ltd


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  • Assisted Clessidra Private Equity S.p.A. with the launch of a new AIF named “Clessidra Capital Partners Green Harvest”, dedicated to investments in small-cap players along the Italian agri-food supply chain.
  • Assisted Fondo Italiano d’Investimento SGR S.p.A. with the launch of a new investment fund („Fondo Italiano Secondario“, structured in two vehicles, „FIS 1A“ and „FIS 1B“) dedicated exclusively to managing a portfolio of funds whose shares are meant for a narrow base of third-party investors active in the so-called secondary private equity market.
  • Assisted LGT Capital Partners Ltd with the investment transaction into the investment fund “Fondo Italiano Consolidamento e Crescita – FICC”, established and managed by Fondo Italiano d’Investimento SGR S.p.A., through the transfer of the class A units of the fund held by Cassa depositi e prestiti S.p.A. to LGT Capital Partners Ltd.

Chiomenti

At Chiomenti, the investment funds team stands out for its ‘intellectual depth, precision, and unwavering commitment to excellence’. The practice adopts a multidisciplinary approach and is well-positioned to advise both sponsors and investors. Alessandro Portolano co-leads the department with expertise in advising on regulatory issues alongside Vincenzo Troiano, who has experience in advising banks and asset management companies. Giuseppe Andrea Giannantonio is a key port of call for matters related to the taxation of investment funds, and Flavia Pagnanelli handles investment transactions.

Praxisleiter:

Alessandro Portolano; Vincenzo Troiano


Weitere Kernanwälte:

Flavia Pangnanelli; Giuseppe Andrea Giannantonio


Referenzen

‘This practice is widely recognized as a market leader in the investment funds sector, with a reputation for excellence that few competitors can match.‘

‚The partner heading the team has an outstanding standing in the market, combining exceptional technical knowledge with a strategic vision that adds real value to the client’s business. Under this leadership, the practice delivers consistently high-quality advice, ensuring that the most complex issues are handled with authority and insight.‘

‘The partner leading the transaction is a true market reference point, whose involvement provided authority, credibility, and confidence throughout the process. Their ability to oversee complex negotiations while maintaining a pragmatic, solution-driven approach sets them apart from competitors.‘

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  • Assisted Banca Finint with its investment, on behalf of the European Investment Bank under a funding agreement with the Italian Ministry of Economy and Finance to channel EU NRRP resources, in a major real estate development project dedicated to senior housing.
  • Advised Cassa Depositi e Prestiti S.p.A. on a landmark first investment, alongside a consortium of top-tier institutional investors, in the ELTIF Luxembourg fund “Arcano Private Debt II – S.C.A Sicav-RAIF Eltif,” managed by the renowned Arcano Partners.
  • Assisted Silver Fir SGR S.p.A. with a highly intricate transaction involving the establishment of a reserved alternative investment fund dedicated to the healthcare sector.

Greenberg Traurig

Greenberg Traurig boasts a comprehensive investment funds offering, enabling the team to advise both domestic and international clients on fund formation, purchase and sale transactions, and financing transactions. The department is under the leadership of Eriprando Guerritore, who has over twenty years of experience in the investment field, with extensive experience advising clients on alternative investment funds. Claudio Saba handles matters related to venture capital and private equity funds, while Carlotta Civello supports clients with investment management and regulatory issues.

Praxisleiter:

Eriprando Guerritore


Weitere Kernanwälte:

Claudio Saba; Carlotta Civello


Referenzen

‘The investment fund team combines perfectly technical skills, knowledge of the market and commercial approach.’

‚Great collaboration between the teams and the professionals.’

‘Eriprando Guerritore and Claudio Saba are professional and capable, available, and proactive in the proposal of innovative solutions. Fair in the negotiation and open to find win-win solutions.’

Kernmandanten

CDP Equity


Miria AM


VC Partners SGR


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Legance - Avvocati Associati

Legance - Avvocati Associati is praised by clients for its ‘deep specialisation in the alternative asset management sector’, and the practice is well-equipped to advise a range of clients, including shareholders, investors, and asset management firms, on a wide range of issues. The practice is led by a trio of experienced individuals: Enzo Schiavello, Barbara Sancisi, and Federico Vezzani. Schiavello focuses on structuring and establishing alternative investment schemes, Sancisi specialises in fund formation, and Vezzani advises clients on investment projects. Riccardo Daguati is another notable member of the team.

Praxisleiter:

Enzo Schiavello; Barbara Sancisi; Federico Vezzani


Weitere Kernanwälte:

Riccardo Daguati


Referenzen

‘The fund practice in Legance is extremely solid. They are on top of the market. The team is responsive, dynamic, always available to assist, and knowledgeable of the fund terms and practices. Excellent collaboration with the client and the counterparties. Excellent value for money for their services. ’

‘Barbara Sancisi and Enzo Schiavello are two excellent partners, and they lead their practice in a solid way. The overall team is very prepared. They can assist on legal aspects while also fully understanding the commercial implications. They are all prepared and they provide legal excellence.’

‘Legance regulatory team led by Federico Vezzani is absolutely outstanding. They can assist on a wide range of topics, also concerning new regulations and/or existing regulation update or amendement. They are able to find effective solutions to ensure compliance and best practice implementation in a regulatory entity.’

Kernmandanten

21 Invest SGR S.p.A.


Anima Alternative SGR S.p.A.


Aksia SGR S.p.A.


Alkemia SGR S.p.A.


Banco BPM Invest SGR S.p.A.


Bravo Invest S.r.l.


Cassa Depositi e Prestiti S.p.A.


Eurizon Capital Real Asset SGR S.p.A.


European Investment Fund


Fondo Italiano di Investimento SGR S.p.A.


FSI SGR S.p.A.


Gardant SGR S.p.A.


P101 SGR S.p.A.


Pillarstone S.p.A.


Renaissance Partners


Nextalia SGR S.p.A.


Tages Capital SGR S.p.A.


Wise Equity SGR S.p.A.


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  • Assisted Fondo Italiano d’Investimento SGR with reference to a staple transaction which implied (i) a secondary buyer acquiring interests in an existing fund managed by the AIFM while also committing capital to a new fund also being raised by the AIFM, and (ii) the seller of the interests in the secondary transactions committing part of the relevant consideration received to the same new fund.
  • Assisted 21 Invest SGR S.p.A. with the establishment and marketing of its first Healthcare Fund, a fund qualifying under art. 9 SFDR.
  • Assisted Anima Alternative SGR S.p.A. with the establishment and marketing of its third private debt fund.

Bird & Bird

Bird & Bird is home to an experienced investment funds team that often assists both domestic and global management companies and investors with a wide spectrum of matters, including private those surrounding equity and venture capital alternative investment funds. The practice group is co-led by experienced professionals Raimondo Maggiore, who specialises in advising clients on the structuring of alternative investment funds, and Rossella Sansone, who focuses on regulatory and compliance matters. Giovanni Bevilacqua is also a key contact within the practice.

Praxisleiter:

Raimondo Maggiore; Rossella Sansone


Weitere Kernanwälte:

Giovanni Bevilacqua


Referenzen

‘Deep knowledge of the banking law and of the real estate fund procedures.‘

‚Good connection with the regulatory authorities.’

‚Capability to focus on the key points and to find the most efficient solutions.‘

Kernmandanten

Alternative Capital Partners SGR S.p.A.


Ambienta SGR S.p.A.


Amundi SGR S.p.A.


Anima Group


BCC Risparmio&Previdenza SGR S.p.A.


BlackRock Group


Columbia Threadneedle Group


CREDEM Private Equity SGR S.p.A.


DeA Capital Real Estate SGR S.p.A.


Deka Immobilien Investment GmbH


Euromobiliare Asset Management SGR S.p.A.


Eurizon Capital SGR S.p.A.


Europa Risorse SGR S.p.A.


FIEE SGR S.p.A.


illimity Società di Gestione del Risparmio S.p.A.


Hyle Capital Partners SGR S.p.A.


Invesco Management Group


Investire SGR S.p.A.


Investitori SGR S.p.A. (Allianz Group)


IQ EQ Fund Management (Ireland) Limited


Kairos Partners SGR S.p.A.


Kryalos S.G.R.p.A.


Mediolanum Gestione Fondi S.G.R.p.A.


M&G International Investment Group


Pictet & Cie (Europe) SA


T Rowe Price


WestInvest Gesellschaft für Investment fonds mbH


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  • Advised Investire SGR on all the activities connected with the replacement of Freo Investment Managers S.à r.l. as the alternative investment fund manager of the Italian real estate alternative investment fund reserved for professional investors named “Milan Resi 1”.
  • Assisted BCC Risparmio & Previdenza with assessing and implementing a comprehensive review of the entire range of investment funds established and managed by the company for the purpose of extending the asset classes eligible for the funds and classifying certain of those funds as having sustainability characteristics.
  • Assisting the Italian alternative investment fund manager Europa Risorse SGR with the structuring, set-up, and launch of an Italian real estate alternative investment fund reserved for professional investors.

CMS

With a particularly active investment funds practice, CMS has a strong focus on alternative investment funds, including private equity, real estate, and venture capital funds. The group is led by Paolo Bonolis and Andrea Arcangeli; the former regularly assists clients with regulatory and transactional issues, while the latter advises on fund formation and regulatory matters across a range of investment funds and schemes. Maria Giovanna Pisani is also a key member of the department with extensive experience in alternative investment funds.

Praxisleiter:

Paolo Bonolis; Andrea Arcangeli


Weitere Kernanwälte:

Maria Giovanna Pisani; Alfredo Gravagnuolo


Referenzen

‘What makes this firm truly unique is its innovative integration of advanced legal technology and a collaborative, client-centric approach that consistently delivers outstanding results, setting it apart from traditional firms.‘

‚Potential clients would value knowing about the team’s core strengths: a roster of highly specialized attorneys with deep expertise in emerging fields such as technology law, intellectual property, and cross-border transactions, complemented by key capabilities like global case management systems that ensure seamless, real-time collaboration across jurisdictions.‘

‚In comparison to other firms, this practice stands out through its forward-thinking innovations, including flexible billing structures that prioritizes transparency and value. These advancements enhance both precision and accessibility, ensuring clients receive unparalleled service.‘

Kernmandanten

Heritage Capital Partners


Columna Capital


LBO France


Sator Private Equity


ENPACL


Green Arrow SGR


Dea Capital SGR


Abrdn


Ostrum Asset Management


Eurazeo


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  • Assisted Heritage Capital Partner with the establishment of multiple private equity funds distributed across Luxembourg, the UK, Italy, and other jurisdictions.
  • Supporting Columna Capital with the acquisition of a technology company in Italy and the establishment of an Italian corporate vehicle linked to its fund platform for local service operations.
  • Supported ENPACL in reorganising its investment schemes dedicated to alternative investments.

DLA Piper

Commended by clients for its ‘deep specialisation in regulatory and investment fund matters’, the practice at DLA Piper advises both domestic and international fund managers and institutional investors on a wide range of matters. Agostino Papa leads the group and has extensive experience in regulatory, structuring, and compliance-related matters. Edoardo Campo has significant experience in private equity and real estate funds, while Nicoletta Alfano is a notable member of the team with experience assisting asset management companies and investment firms.

Praxisleiter:

Agostino Papa


Weitere Kernanwälte:

Nicoletta Alfano; Edoardo Campo


Referenzen

‘DLA’s practice stands out for its deep specialisation in regulatory and investment fund matters, particularly in the structuring, launch, and distribution of alternative investment funds across Europe. They combine technical excellence with a pragmatic, business-oriented approach, enabling clients to navigate complex regulatory frameworks with confidence and agility.‘

‘The ability to provide business-oriented and regulatory compliant solutions across a wide variety of difficult technical matters, as well as their ability to provide constant and timley support to clients, is the core strength of DLA. The consistently high level of competence across all levels of seniority is also what makes individuals at DLA stand out.‘

‚The partners and senior counsels bring deep technical expertise, strategic thinking, and a pragmatic approach to problem-solving that sets them apart from competitors. However, unlike in many other firms, also more junior associates are actively involved in complex matters from the outset and are capable of providing the client with constant and consistent support.‘ 

Kernmandanten

Azimut Libera Impresa SGR S.p.A.


CDP Venture Capital SGR S.p.A.


Cassa Depositi e Prestiti S.p.A.


Credem Venture Capital SGR S.p.A.


Generali Investment Partners SGR S.p.A.


Colliers Global Investors Italy SGR S.p.A.


CDP Real Asset SGR S.p.A.


Hines Italy RE S.r.l.


Xyence Capital SGR S.p.A.


DeA Capital Alternative Funds SGR S.p.A.


Yarpa SGR S.p.A.


Investitori SGR S.p.A.


UBS Asset Management SGR S.p.A.


Patrizia Investment Management S. à r.l.


Kingstreet


Eurazeo


JPMorgan Asset Management (UK) Ltd


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  • Assisted CDP S.p.A. with the investment activities of “Fondo Nazionale Ristrutturazioni Imprese – Comparto indiretto”, a measure funded by the Italian Government in the context of the PNRR, whose aim is to invest in Italian or EU credit or turnover AIFs whose investment policy is focused on providing support Italian non-listed companies affected by the Covid-19 crisis.
  • Assisted CDP Venture Capital SGR S.p.A. with the execution of four investment transactions by Fondo di Fondi Internazionale, an Italian alternative investment fund of funds set-up and currently managed by CDP Venture Capital SGR S.p.A..
  • Assisted Hines Group with the structuring of an investment transaction to be implemented within the context of a development project of residential housing services in the area known as “Trotto”.

Gatti Pavesi Bianchi Ludovici

Gatti Pavesi Bianchi Ludovici houses an experienced investment funds team that frequently works alongside the firm's private equity, real estate, banking and finance, and tax departments to advise clients on a wide range of issues. Raffaele Sansone sits at the helm of the practice and has vast experience in advising private equity, private debt, and venture capital clients. Another key member of the team is Floriana Sarra, who specialises in collective investment management and financial market regulation.

Praxisleiter:

Raffaele Sansone


Weitere Kernanwälte:

Floriana Sarra


Referenzen

‘The team is well-prepared and perfectly structured in terms of the seniority of the lawyers. They met every deadline, delivering high quality legal products.’

‘Raffaele Sansone and Floriana Sarra are always available, smart and well-prepared.’

‘The Partner Raffaele Sansone has a strong expertise and self-confidence in any regulatory topic related to investment funds or capital markets issues. He leads his team with a hands-on approach. The team includes members of all seniority levels.’

Kernmandanten

Cassa Depositi e Prestiti S.p.A.


EOS Investment Management


Kervis SGR


Neuberger Berman


Mais Family Office


Intesa Sanpaolo


Lumen Ventures


Praesidium S.A.


Tikehau Capital


AVM SGR EuVECA


Scouting SIM S.p.A.


Russell Investments


Redo SGR


Adepa Asset Management S.A.


Generali Investments


Levante Capital


Renaissance Partners


Agreen Capital


Azimut Libera Impresa


Peck 35


Vela


Vesta


Muzinich


Rialto VC


Arcano Asesores Financieros, S.L.


Illimity SGR


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Giovannelli e Associati Studio Legale

The investment funds team at Giovannelli e Associati Studio Legale assists both domestic and international fund managers and sponsors, with a particular focus on structuring and establishing investment funds. Giovanni Meschia leads the group and has extensive experience in alternative investment schemes, including corporate structures, funds of funds, and parallel and co-investment funds. Rodolfo Margaria is an expert in the regulatory aspect of investment management, as well as venture capital and private equity alternative investment funds.

Praxisleiter:

Giovanni Meschia


Weitere Kernanwälte:

Rodolfo Margaria


Referenzen

‚Giovanni Meschia is outstanding. He’s the point of reference in the Italian market within the practice.‘

‘The fund team is extremely solid, responsive and well-prepared.‘

‚The team works harmoniously to provide legal excellence to their clients.‘

Kernmandanten

Fondo Italiano d’Investimento SGR S.p.A.


European Investment Fund


FSI SGR S.p.A.


Nextalia SGR S.p.A.


Anima Alternative SGR S.p.A.


CDP Venture Capital SGR S.p.A.


Azimut Investments S.A.


Banco BPM S.p.A.


Green Arrow Capital SGR S.p.A.


Tages Capital SGR S.p.A.


Kairos Partners SGR S.p.A.


United Ventures SGR S.p.A.


Finanziaria Internazionale Investments SGR S.p.A.


Kyip Capital SGR S.p.A.


NORD Holding


Unigestion


Eidos Partners S.r.l.


Prana Ventures SICAF EuVECA S.p.A.


Canova SGR S.p.A.


The Techshop SGR S.p.A.


Sella Venture Partners SGR S.p.A.


Italian Angels for Growth


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  • Assisted FSI SGR S.p.A. with the structuring and set-up of its second Italian private equity fund named FSI II, as well as with the relevant fundraising activities all over the world.
  • Assisted Kyip Capital SGR S.p.A. with the structuring and set-up of its first impact fund, named Kyip Impact Mission Fund, as well as with the relevant fundraising activities.
  • Assisted Fondo Italiano d’Investimento SGR S.p.A. with the structuring and set-up of its fund of funds named FOF Private Equity Italia Tre and its first parallel investment vehicle, as well as with the relevant negotiations for the admission of CDP Equity S.p.A. as the initial cornerstone investor of such fund.

Aster Avvocati Associati

Aster Avvocati Associati is home to a highly experienced fund formations and regulatory team that is well-positioned to advise clients active in the asset management industry on alternative investment funds. The practice is under the joint leadership of Andrea Venturini, who focuses on venture capital and private debt funds, and Tommaso Pepe, who specialises in private equity and real estate funds.

Praxisleiter:

Andrea Venturini; Tommaso Pepe


Kernmandanten

Primo Capital SGR S.p.A.


Equinox AIFM SA


BlackSheep SGR S.p.A.


BlackSheep Ventures


3iP SGR S.p.A.


Vertis SGR S.p.A.


Algebris Investments (Ireland) Ltd.


Tristan Capital Partners


Quadrivio Group


Sosteneo SGR S.p.A.


Finint SGR S.p.A.


Banca Finint S.p.A.


Tenax Sustainable Credit Fund


Space Capital Partners


Sienna IM Italia SGR SpA


We.Do Holding S.p.A.


MCS Equestrian Investments


Koinos Capital SGR S.p.A.


VSL Club S.p.A.


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  • Advised Koinos Capital SGR S.p.A. on the structuring, establishment, launch, and first closing of a new Italian venture capital fund named IFF Expansion Fund.
  • Advised Equinox AIFM SA on the negotiation, establishment, launch, and first closing of their fourth vintage private equity fund named Equinox IV SLP-RAIF. Fund size at first closing was €180m+.
  • Advised Algebris Investments (Ireland) Ltd., Irish AIFM of the Algebris group, on the launch a new Italian venture capital cleantech fund, named “Algebris Climatech Fund” and its parallel vehicle meant to cater investments by the Italian PNRR.

Clifford Chance

Drawing on the firm’s wider international presence, Clifford Chance houses an experienced investment funds team that advises both local and international clients on a range of matters. Lucio Bonavitacola spearheads the team and specialises in banking and financial regulations, as well as regulatory support on fund structuring and distribution. Iolanda D’Anselmo, another key member of the practice, focuses on fund formation and regulatory advisory work.

Praxisleiter:

Lucio Bonavitacola


Weitere Kernanwälte:

Iolanda D’Anselmo


Referenzen

‘The team is well balanced and is able to provide international expertise on investment funds.’

‘Lucio Bonavitacola and Iolanda D’Anselmo have strong expertise and are always available to help and support their clients.’

‘Lucio Bonavitacola has an incredible experience as a most sophisticated derivatives expert. He has been able to bring this expertise into funds space, surrounding himself with young and bright talents.‘

Kernmandanten

CDP Venture Capital SGR S.p.A.


F2i


HSBC


Qualitas Energy


BGO


Bayview


Engelwood


Apollo


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Dentons

Collaborating with its real estate and corporate M&A department, the investment funds team at Dentons is well-positioned to advise on alternative investment funds, fund formation, and regulatory matters. The group is under the leadership of Alessandro Engst, who has significant experience advising a range of clients, including banks, fund managers, and investment firms. Other key members of the department include Costanza Vianello and Federico Atorino.

Praxisleiter:

Alessandro Engst


Weitere Kernanwälte:

Costanza Vianello; Federico Atorino


Referenzen

‘The team consistently stands out for its collaborative approach and continuous availability. The working relationship is characterized by openness, reliability, and a constructive attitude, which contribute to effective and seamless cooperation over time.‘

‚Their ongoing support is attentive and greatly appreciated.’

‚Dentons Investment Fund team stands out for its highly responsive approach and strong commitment to practical, results-driven solutions. The team is proactive in identifying potential issues early and offering clear, actionable strategies that ensure the successful completion of transactions.‘

Kernmandanten

Fidelity


Cassa depositi e prestiti


BNP Paribas REIM (Italy SGR and Luxembourg S.A.)


DeA Capital Real Estate SGR


Castello SGR


COIMA SGR


Savills Investment Management SGR


GLP


Fort Partners


Fattal Hotel Group


Orion Capital Managers


Mediobanca


Threestones Capital Management


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FIVERS Studio Legale e Tributario

At FIVERS Studio Legale e Tributario, the banking, finance, and insurance team is well-equipped to support clients with the structuring and implementation of collective investment schemes, as well as venture capital and private equity funds. Francesco Di Carlo co-leads the department with extensive expertise in reorganisation transactions alongside Francesco Mantegazza, who specialises in domestic and international taxation. Edoardo Guffanti is experienced in advising asset management companies and investment companies on a range of non-contentious matters.

Praxisleiter:

Francesco Di Carlo; Francesco Mantegazza; Edaordo Guffanti


Referenzen

‚The firm, thanks to the expertise of the professionals who work there, offers multidisciplinary consultancy in a timely and effective manner.‘

‚Francesco Di Carlo provides extraordinary support to our company, with great skill and availability.‘

‘The law firm is highly skilled in the investment services sector.‘

Kernmandanten

Assicurazioni Generali Group


Alkimis SGR S.p.A.


Clessidra Group


Consultinvest Group


Xenon Private Equity


GAM Holding


Invesco


BNP Paribas REIM SGR S.p.A.


Milano Investment Partners SGR S.p.A.


Real Step SICAF SGR S.p.A.


4Aim Sicaf S.p.A.


Endeka SGR S.p.A.


Freo Investment Managers S.à r.l.


Kryalos SGR S.p.A.


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  • Assisting RealStep SICAF S.p.A. with a first-of-its-kind corporate reorganisation involving the creation of a new asset management company, the transfer of SICAF’s business to the new entity, and the transformation of SICAF from a self-managed to a hetero-managed structure.
  • Assisting Sosteneo SGR S.p.A. with the authorisation process for opening a branch in Australia under Art. 41 of the Italian Consolidated Law on Finance.
  • Advised GAM Group on the reorganisation of its Italian operations, including the sale of GAM (Italy) SGR to AcomeA, the establishment of an Italian branch of GAM (Luxembourg) SA, and the transfer of UCITS fund marketing activities.

Gianni & Origoni

The financial markets team at Gianni & Origoni ‘stands out for its exceptional professionalism and client-focused approach’. The practice is highly capable of advising on various fund-related issues and is led by a trio of professionals: Paolo Bordi, Emanuele Grippo, and Davide Braghini. Bordi handles the structuring and management of investment funds, Grippo specialises in fund formation, and Braghini focuses on real estate-related matters.

Praxisleiter:

Paolo Bordi; Emanuele Grippo; Davide Braghini


Referenzen

‘Gianni & Origoni stands out for its exceptional professionalism, deep legal expertise and client-focused approach.‘

‚What I particularly value about the firm is the combination of technical excellence and strategic insight that the partners and associates consistently demonstrate. Their ability to anticipate client needs, provide pragmatic solutions and handle complex cross-border matters is remarkable.‘

‚Potential clients should know that the team offers not only great legal knowledge across a wide range of practice areas, but also an outstanding level of responsiveness and personal attention. The partners are extraordinarily skilled and approachable, which fosters a sense of trust and collaboration. Compared to other firms, Gianni & Origoni distinguishes itself through its strong international network, multidisciplinary capabilities and the high calibre of its professionals.‘

Kernmandanten

Arcadia SGR S.p.A.


AVM Gestioni SGR


Azimut Libera Impresa SGR S.p.A.


B4 Investimenti SGR


Banca Generali


BlackRock


Capital Dynamics SGR


Cassa Forense


CDP Venture Capital SGR S.p.A.


Coima SGR


Deutsche Bank


Eos Investment Management


Eurizon Capital Real Asset SGR


Euromobiliare Asset Manager SGR


Fideuram Investimenti SGR S.p.A.


Fineco Asset Manager


Fondo Pensione Fon.Te


Foresight Group


GAM (Italia) SGR S.p.A.


Goldman Sachs Asset Manager


Green Arrow


Hamilton Lane


Innogest SGR


Legal & General


Levante Capital


Lumen Ventures


Nb Aurora


Neuberger Berman


Palm Capital


Partners Group Limited


Pictet


Riello Investimenti SGR


Robeco Asset Manager


Russell


Tikehau Capital


Highlight-Mandate


  • Assisted Cassa Forense (the pension scheme for Italian lawyers) with the public tender process and the implementation of the project aimed at entrusting an asset management company the service of administration and management of assets of (i) an open-ended Italian alternative AIF in the form of a reserved, umbrella variable capital investment company („SICAV“) and (ii) a closed-ended Italian alternative AIF in the form of a reserved umbrella fixed capital investment company („SICAF“).
  • Assisted Armonia with the establishment of a private equity investment fund qualified as Article 8 of Regulation 2088/2019, which promotes environmental and social characteristics.
  • Assisted Coima Sgr with the transfer of the Milan Olympic Village to the newly established Coima Olympic Village Fund.

Hogan Lovells International LLP

Led by experienced professional Jeffrey Greenbaum, the investment funds practice at Hogan Lovells International LLP assists clients with a variety of matters, including mandates surrounding alternative investment funds and regulatory matters. Greenbaum has extensive experience in European and Italian financial regulations and boasts a broad practice encompassing investment funds, investment services, and digital assets. Other key contacts within the group include Elisabetta Zeppieri and Andrea Cicia.

Praxisleiter:

Jeffrey Greenbaum


Weitere Kernanwälte:

Elisabetta Zeppieri; Andrea Cicia


Referenzen

‘The Rome-based financial services regulatory team at Hogan Lovells stands out for its comprehensive coverage of the financial services sector.‘

‚This group advises across the full spectrum: mutual funds, banking regulation, payment services, insurance, e-money, compliance, and anti-money laundering. The breadth of expertise means clients with complex, multi-faceted issues can address them within one team.‘

‚A key differentiator is leadership continuity and depth. With Jeffrey Greenbaum heading the Italian financial services regulatory practice, the team benefits from decades of experience and a well-established reputation in the market. Clients gain access not just to regulatory knowledge, but to a practitioner with strong relationships across regulators and industry stakeholders.‘

Kernmandanten

Investcorp


Redwheel Funds


Sagitta SGR


Highlight-Mandate


  • Advised Sagitta SGR on an investment, made by alternative investment fund UTP Restructuring Corporate, in large corporate UTP and Stage 2 exposures.
  • Advised Redwheel Funds on the regulatory developments with respect to local facilities to be made available to investors in Italy.
  • Advised Investcorp on the regulatory due diligence, in the context of the ever-evolving payments and AML landscape, with respect to the acquisition of Epipoli from the private equity Bregal Milestone.

PedersoliGattai

Representing both domestic and global institutional investors, the investment funds team at PedersoliGattai possesses in-depth expertise in structuring, marketing, and managing collective investment schemes, as well as private equity and venture capital funds. The practice group is co-led by experienced individuals Giovanni Giuliani, who specialises in asset management and alternative investment funds, and Giovanni Bandera, who is particularly knowledgeable in tax law.

Praxisleiter:

Giovanni Giuliani; Giovanni Bandera


Referenzen

The investment funds team led by Giovanni Giuliani is well recognized in the Italian market for its wide expertise and problem-solving attitude.’

‘The team composed of partner Giovanni Giuliani provides excellent support to the client, following every step of the process.’

‚The team shows deep knowledge of the investment funds sector and provides well-structured support for complex transactions. Their ability to combine technical expertise with market insight is a clear strength.‘

Kernmandanten

Ardian France SA


Lendlease Group


Prelios SGR


Green Stone SICAF


Dea Capital RE SGR


Investire SGR


CDP Venture SGR


Kervis SGR


Colliers Global Investors Italy SGR


CDP Real Asset SGR


Banca Finnat Euramerica


Yeldo SA


Sagitta SGR


Europa Investimenti


Arrow Global


Anthilia Capital Partners SGR


Clessidra Credit Capital SGR


Endeka SGR


Highlight-Mandate


  • Advised Investire SGR on the new closing of the Fund “iGeneration” that launched the 300 million co-investment programme between EIF (European Investment Fund) and CDP (Cassa Depositi e Prestiti) on social infrastructure in Italy.
  • Advised Investire SGR on the set-up, marketing and launch of the Fund “Abitaequo” in the context of an initiative promoted with CDP (Cassa Depositi e Prestiti) and benefiting from the InvestEU Guarantee.
  • Advised Clessidra Capital Credit SGR on the merger of 5 Alternative Investment Funds, mainly invested in UTP and past due credit.

Simmons & Simmons

At Simmons & Simmons, the investment funds team is well-equipped to advise investment banks, asset management companies, and other financial institutions on a wide array of matters, including those relating to venture capital and private equity alternative investment funds. The practice group is co-led by the experienced Romeo Battigaglia, who has a diverse practice and is knowledgeable in asset management, and Andrea Tonon, who focuses on infrastructure and real estate funds.

Praxisleiter:

Romeo Battigaglia; Andrea Tonon


Referenzen

‚Very good knowledge of the corporate law and ability to assist the company in case of litigation.‘

‚Always available to dedicate a senior partner.‘

Kernmandanten

Allianz Global Investors


Blackstone


Blackrock


BNP Paribas


Deutsche Bank


F&C Management


Jefferies


Jupiter


Schroders


UniCredit


Fondo Italiano di Investimento SGR


Merito SGR


Generali


Fortress


Eidos Partners


HitecVision


LeadCrest Capital


illimity SGR


Crédit Agricole Italia


HarbourVest


BlueBay Asset Management


Rede & Partners


First Sentier


Arcmont


Vanguard Asset Management Ltd


Grosvenor Capital Management


Insight


Newton


Kraken


Tether


BitPanda


Revolut


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ADVANT Nctm

At ADVANT Nctm, the team routinely advises Italian asset management companies on a wide range of matters, including those related to private equity, credit, and venture capital funds. At the helm of the practice, tax expert Emidio Cacciapuoti boasts significant experience in collective asset management funds and co-investment agreements. Giorgio Bobba and Davide Massiglia are also key members of the team.

Praxisleiter:

Emidio Cacciapuoti


Weitere Kernanwälte:

Giorgio Bobba; Davide Massiglia


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Cappelli Riolo Calderaro Crisostomo Del Din & Partners

The investment funds team at Cappelli Riolo Calderaro Crisostomo Del Din & Partners boasts deep expertise advising both Italian and foreign investors on a wide range of matters, including alternative investments and collective investment schemes. Gabriele Buratti leads the practice with extensive knowledge of the regulatory landscape related to the banking, finance, and insurance sectors.

Praxisleiter:

Gabriele Buratti


Referenzen

‘RRCD regulatory team is made up of top-notch professionals with deep knowledge of the relevant regulation, market practice and day-by-day contacts with the relevant authorities, thus granting a comprehensive service that takes into consideration both the client needs and the supervisors‘ expectations.’

‚Gabriele Buratti is the regulatory partner that led the team taking care of the review of the policies and procedures in place within our firm. He is able to understand the different instances of the relevant internal functions and to reconcile their positions.‘

‚This practice at Cappelli Riolo Calderaro Crisostomo Del Din & Partners stands out for its deep expertise in structuring and managing complex transactions, combined with a highly client-centric approach.‘

Kernmandanten

Gardant Investors SGR S.p.A.


Azimut Holding S.p.A.


Banor Alternative Assets Sicav


DeA Capital RE SGR S.p.A.


Finint Investments SGR S.p.A.


Fondo Italiano di Investimento SGR S.p.A.


Illimity SGR S.p.A.


Morgan Stanley SGR S.p.A.


Nextalia SGR S.p.A.


CDP Venture Capital SGR S.p.A.


Highlight-Mandate


  • Assisted a leading Italian management company, the SGR, with the structuring of a new business model that envisages the launch of an activity consisting of providing advisory services in the field of investment strategy, M&A, and related matters, primarily aimed at identifying investment opportunities in various types of assets.
  • Assisted an Italian asset management company specialised in alternative investments in the Italian credit sector with all the activities related to the establishment of an alternative investment fund.

Linklaters Studio Legale Associato

At Linklaters Studio Legale Associato, the investment funds team is regularly sought after by primary investment managers for advice on all aspects of fund formation, as well as financial regulation matters. Dario Longo co-heads the team with has vast experience advising clients on regulated assets alongside Anna Ferraresso, who is knowledgeable in alternative investment funds.

Praxisleiter:

Dario Longo; Anna Ferraresso


Referenzen

‘The team stands out for its expertise and strategic vision.‘

‚A remarkable ability to communicate effectively with clients.’

Kernmandanten

Vesper Infrastructure Partners


Infranity


PGIM


Eagle Hills


Institutional Investment-Partners


Three Hills Capital Partners


Allianz Global Investors


Prelios SGR


Prologis


Highlight-Mandate


  • Assisting a client with the asset-to-credit transaction entailing the acquisition of the “Hotel Des Bains” real estate in Lido di Venezia, the operating company managing the asset, and the related financial indebtedness.
  • Advised PGIM Investments on the various structuring and fund formation aspects, including the investment through an Italian fund managed by Savills SGR focused on the luxury hospitality industry and invested by PGIM Investments, HNH Hospitality, and Revo.