Investment funds have become a common means of raising capital, especially since eligible asset classes have expanded, listed fund vehicles have become more available, and the ability to market products across territories has improved. Our investment fund specialists assist clients in structuring and implementing a wide range of regulated and unregulated investment funds, including equities, debt, private equity, real estate, infrastructure, hedge funds, fund of funds and other alternative investments. Alongside this, we also help our clients establish new asset management and advisory businesses, as well as designing co-investment and carried-interest structures appropriate to their investment fund structure.
We advise asset managers, other institutional clients and start-ups on all aspects of setting up investment funds — from concept through to marketing, launch and ultimately making investments for the fund. Our network brings a wealth of experience in investment fund vehicles and structures that can help clients which best meet their objectives. Because the selection of the right investment fund structure is largely driven by tax and regulatory factors — as well as legal considerations — we work closely with our tax and regulatory colleagues within the PwC network. This enables us to identify hurdles early in the fund structuring process and devise solutions up front.
We also work with institutional clients — such as pension funds, family houses and high net worth individuals — to review potential investment fund opportunities, and advise on negotiations with fund managers when the client is considering a significant financial commitment to a fund.