Firms To Watch: Investment funds

Investment funds in Poland

SPCG Studnicki Pleszka Cwiakalski Górski

The team at SPCG Studnicki Pleszka Cwiakalski Górski is well-equipped to advise investment fund managers on disputes and regulatory matters. Artur Zapała leads the group.

Baker McKenzie Krzyzowski i Wspólnicy Sp.k.

Operating from the firm's Warsaw office, the investment funds team at Baker McKenzie Krzyzowski i Wspólnicy Sp.k.‘s leverages the strength of the firm's broader global network to assist international and domestic clients with mandates. The group has a solid track record in advising investors and asset managers on cases concerning fund formation, compliance and investments into the Polish market, as well as regulatory issues. Practice head Jerzy Bombczyński is 'a highly experienced and open-minded investment funds lawyer'. Sebastian Mikina handles cross-border matters, and Bartosz Łabuda brings expertise in banking and finance law.

Praxisleiter:

Jerzy Bombczyński


Weitere Kernanwälte:

Sebastian Mikina; Bartosz Łabuda


Referenzen

‚The Baker McKenzie team demonstrates exceptional expertise in navigating new regulatory frameworks. They provided high-quality, forward-looking advice on the structuring and regulatory aspects of new investment products introduced in the Polish market.‘

‚Jerzy Bombczyński is both genuinely professional and approachable — someone you can rely on to balance legal excellence with practical, solution-oriented thinking and strong interpersonal skills.‘

‚Baker McKenzie Poland’s investment funds practice is distinguished by its deep expertise in regulatory frameworks and innovative financial instruments.‘

Kernmandanten

Montis Capital


PFR Ventures sp. z o.o.


PFR TFI S.A.


Enterprise Investors


Highlight-Mandate


  • Advising Montis Capital on the establishment and operations of a venture capital investment fund for investing in ESG-focused companies.
  • Advising Revetas Capital on implementing ESG regulations and ensuring compliance with the EU Green Deal regulatory agenda.

CMS

CMS‘ multi-disciplinary team is well known in the Polish market for its strength in advising on a broad range of investment fund matters, with particular expertise in closed-end investment funds. The group continues to handle a high volume of work relating to the structuring, establishment and liquidation of funds. Błażej Zagórski, a key name to note for fund formation mandates, heads up the practice. Ryszard Manteuffel is well-versed in handling cross-border instructions, Marcin Bejm focuses on infrastructure investments, and Sławomir Czerwiński and Mateusz Stępień are very experienced in assisting with private equity transactions. Piotr Ciołkowski has left the firm.

Praxisleiter:

Błażej Zagórski


Weitere Kernanwälte:

Ryszard Manteuffel; Marcin Bejm; Sławomir Czerwiński; Mateusz Stępień


Kernmandanten

PFR Ventures


PFR Fundusz Funduszy FIZ


Fundusz Ekspansji Zagranicznej


Polish Development Fund (Polski Fundusz Rozwoju)


Capmont


PFR Nieruchomości


PFR Fundusz Inwestycji Samorządowych FIZAN


Advent International


Syntaxis Capital


Fidelity Funds


Conseq Funds


NextEnergy Capital


Bank Gospodarstwa Krajowego


Vinci ZASI


DLA Piper Gizinski Kycia sp.k.

At DLA Piper Gizinski Kycia sp.k., the ‘excellent’ team is sought after by investors and fund managers for its strength in advising on a wide range of matters in the investment funds area, including tax and carried interest issues. Among the key practitioners to note are tax expert Bartosz MatusikKatarzyna Wacławek, who has extensive experience in transactional matters, and Michał Pietuszko, who focuses on real estate work.

Praxisleiter:

Jacek Giziński; Mariusz Hyla; Jakub Marcinkowski; Jakub Domalik-Plakwicz; Bartosz Matusik; Marta Frąckowiak; Katarzyna Wacławek


Weitere Kernanwälte:

Michał Pietuszko


Referenzen

‘The DLA team is a pleasure to work with. They are highly responsive and knowledgeable, with broad experience in multiple areas and legal practices and have provided valuable advice and insights throughout an extensive deal process with respect to complex multi-jurisdictional transactions. I will gladly recommend the team as the go-to point of contact for any client.’

‘They are not only lawyers but most importantly business advisors.’

Kernmandanten

TAR HEEL CAPITAL


WhiteHorse Capital Management


DEKPOL CAPITAL


Amber 2022 Direct Lending Fund


SCP Financial Investments


HB REAVIS INVESTMENTS POLAND


Avallon


Corestate Capital Holding


Elite Partners Capital


Estlin Investments


KGAL Investment Management


Kuwait Financial Center ‘Markaz’


MCI.PrivateVentures


Mid Europa Partners


PFR (Polish Development Fund)


Polish Enterprise Fund VIII


Resource Partners


Stena Fastigheter


PwC Legal Zelaznicki sp.k.

The team at PwC Legal Zelaznicki sp.k. garners praise for its 'unparalleled professionalism and ability to deliver results on complex legal matters'. Under the leadership of Wojciech Trzciński, the group is very experienced in advising on the formation and maintenance of funds, reorganisations, transactional matters, compliance and fund-related tax cases. The practice is well-known for its expertise in handling closed-end investment funds. Banking and finance expert Lukasz Lyczko is a practitioner to note, as is Katarzyna Kaczmarzyk, who focuses on fund restructuring matters. Paulina Szewc is a key name in the Krakow office.

Praxisleiter:

Wojciech Trzciński


Weitere Kernanwälte:

Lukasz Lyczko; Katarzyna Kaczmarzyk; Paulina Szewc


Referenzen

‚They provided an exceptional level of support. Their expert guidance and proactive management were instrumental. The contributions of Wojciech Trzciński and Paulina Szewc were truly outstanding. Their deep expertise, combined with a dedicated and responsive approach, proved invaluable. They consistently demonstrated unwavering commitment, which truly made a difference in achieving a successful and timely outcome.‘

‚The individuals I work with distinguish themselves through their exceptional professionalism, deep expertise, and proactive approach. What sets them apart from the competition is their ability to consistently deliver high-quality results while maintaining a client-focused mindset. Wojciech and Paulina stand out for their deep legal knowledge, strategic thinking, and responsiveness.‘

‚Wojciech Trzciński is resilient.‘

Clifford Chance, Janicka, Kruzewski, Stosio i wspólnicy spólka komandytowa

The investment funds team at Clifford Chance, Janicka, Kruzewski, Stosio i wspólnicy spólka komandytowa operates out of the firm's Warsaw office, leveraging the firm's global network to assist domestic and international clients with a broad range of matters. The group's workload includes financing and compliance matters, and the department fields expertise in dispute resolution. Practice head Andrzej Stosio is well known for acting as counsel to fund managers on mandates; he is ably supported by Anna Biała and Wojciech Polz.

Praxisleiter:

Andrzej Stosio


Weitere Kernanwälte:

Anna Biała; Wojciech Polz


CRIDO

CRIDO‘s investment funds practice has a solid track record in advising on the structuring of funds, transactional matters, compliance issues and tax cases. Practice head Mateusz Baran is well versed in handling cross-border transactions. Katarzyna Żółcińska, corporate expert Michał Klimowicz, Barbara Kwaśnicka and Dominik Przywara are key names to note.

Praxisleiter:

Mateusz Baran


Weitere Kernanwälte:

Katarzyna Żółcińska; Michał Klimowicz; Barbara Kwaśnicka; Dominik Przywara


Referenzen

‘CRIDO’s investment funds team combines strong transactional expertise with a deep understanding of regulatory frameworks and fund structuring. The practice is known for its ability to deliver clear, business-oriented advice on fund formation, compliance and ongoing operations. The team stands out for its responsiveness, precision and pragmatic problem-solving. They are adept at coordinating between legal, tax and financial aspects, ensuring smooth communication and effective implementation. Their collaborative mindset and practical approach make them a trusted adviser for both fund managers and investors.’

‘The investment funds team brings together highly skilled lawyers and business-minded professionals. Their ability to navigate complex regulatory frameworks while offering commercially practical solutions ensures that our clients receive advice that is both precise and forward-looking. We especially value their responsiveness, deep sector knowledge, and the assurance that even the most sophisticated fund structures are managed with care and expertise.’

‘Mateusz Baran and Michał Klimowicz are both very experienced, collaborative and pragmatic.‘

Kernmandanten

1923 INVESTMENTS LTD.


7R


G City


Klepierre


Hines Polska


Krzysztof Rozko i Wspólnicy Kancelaria

Krzysztof Rozko i Wspólnicy Kancelaria's team has 'extensive experience in the investment fund market'. The Warsaw-based group is adept at handling fund formation and maintenance matters and reorganisations, to name a couple of areas of instruction. Firm founding partner Krzysztof Rożko heads up the practice, and is well known for his expertise in capital markets and compliance cases. Mariusz Bagiński, Nikola Jadwiszczak-Niedbałka, and Tomasz Kamiński are names to note.

Praxisleiter:

Krzysztof Rożko


Weitere Kernanwälte:

Mariusz Bagiński; Nikola Jadwiszczak-Niedbałka; Tomasz Kamiński


Referenzen

‚Proactive approach.‘

‚Krzysztof Rożko has comprehensive knowledge and a business-oriented approach. Mariusz Bagiński has a great ability to manage complex and multifaceted legal matters, and Tomasz Kamiński’s extensive legal knowledge, analytical skills and experience makes him a valuable asset in any legal matter. Nikola Jadwiszczak – Niedbałka is a very dedicated lawyer with in-depth legal knowledge.‘

‚Krzysztof Rożko and Nikola Jadwiszczak – Niedbałka demonstrate resourcefulness in problem-solving.‘

Kernmandanten

Opoka Towarzystwo Funduszy Inwestycyjnych S.A.


BNP Paribas Towarzystwo Funduszy Inwestycyjnych S.A.


BPS Towarzystwo Funduszy Inwestycyjnych S.A.


CF1 Niestandaryzowany Fundusz Inwestycyjny Zamknięty Wierzytelności


Ipopema Towarzystwo Funduszy Inwestycyjnych S.A.


Uniqa Towarzystwo Funduszy Inwestycyjnych S.A.


Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.


Noble Funds Towarzystwo Funduszy Inwestycyjnych S.A.


PRA Group TFI S.A.


Centrum Finansowe S.A.


Financewell SP. Z o.o.


Wioleta Szczubełek v Financial Conferences VFCreative


Fund Spółka z Ograniczoną Odpowiedzialnością


Media Ventures Fundusz Inwestycyjny Zamknięty Aktywów Niepublicznych


Distinguished Venture Fund


High Trust Equity Fund


Baltic Capital Towarzystwo Funduszy Inwestycyjnych S.A.


Investment Funds Depositary Services S.A.


Superfund Towarzystwo Funduszy Inwestycyjnych S.A.


 


 


 


 


Highlight-Mandate


  • Assisted Opoka Towarzystwo Funduszy Inwestycyjnych S.A. with issues concerning the acquisition of shares in a US public company and its closed-end investment funds.

SSW

SSW's workload includes advising on compliance, tax, reorganisation, financing and asset diversification matters. The practice is jointly led by Tomasz Wickel, who has extensive experience in cross-border work, and Mateusz Rogoziński, who focuses on transactional matters in the private equity arena. Other key practitioners include Monika Szczotkowska, who advises on M&A, and Robert Wodzyński, who handles real estate investments.

Praxisleiter:

Tomasz Wickel; Mateusz Rogozinski


Weitere Kernanwälte:

Monika Szczotkowska; Robert Wodzyński


Kernmandanten

Leanarto.vc


Ipopema 89 FIZ


Zabka Group


Mid Europa Partners sp. z o.o.


CC83 FIZAN


KDW FIZAN


MJG FIZAN


Value Real Estate


Eika Asset Management


Hundle


Aerium


Highlight-Mandate


  • Advised Eika Asset Management on the acquisition of a prominent office building in Kraków.