Baker McKenzie Krzyzowski i Wspólnicy Sp.k.'s investment funds practice sits within the firm’s wider financial services regulatory department, and its offering includes advice on fund formation, transactional mandates, issues of investment certificates and regulatory matters. In particular, areas of activity for the group include assistance with establishing and structuring financial intermediaries which plan to enter the banking, securities, insurance and funds industries. Lauded for its ‘in-depth expertise‘ the team is therefore well equipped to advise on the obtainment of authorisations, as well as liaising with regulators. Practice head Jerzy Bombczyński boasts expertise in the operation and liquidation of investment funds.

Clifford Chance, Janicka, Kruzewski, Stosio i wspólnicy spólka komandytowa provides advice to major Polish financial institutions on the formation and maintenance of their investment funds, the registration of asset managers and regulatory matters. The practice also offers support with the day-to-day operations of the funds, and matters regarding the investments of regulated funds. Banking and capital markets expert Andrzej Stosio leads the team, and other key members of the department include Anna Biała and Wojciech Polz.

The investment funds work undertaken by CMS is completed by a multi-disciplinary team consisting of lawyers from the firm’s corporate and M&A, tax, infrastructure, energy and banking departments. The practice advises on the structuring, establishment and liquidation of funds, in addition to regulatory requirements and the implementation of growth strategies and divestments. Błażej Zagórski sits at the helm of the team, which assists investment funds with their projects across Poland, the CEE, and Luxembourg.

The multi-disciplinary team at DLA Piper Giziński Kycia sp.k. is composed of lawyers from the real estate, financing, M&A and tax departments. Transactional advice on real estate-related investment mandates, as well as regulatory and tax services, are key areas of activity for the team. Notable members of the group include co-managing partner Jacek Giziński, who boasts expertise in real estate and corporate law, head of the firm’s finance, projects and restructuring team Mariusz Hyla, and corporate and M&A lead Marta Frąckowiak.

Sitting within PwC Legal Zelaznicki sp.k.'s corporate reorganisations and M&A practice, the well-established investment funds group represents investors, funds and investment fund managers. Its offering includes legal, regulatory and tax-related assistance with the establishment and development of funds, with a particular strength in funds that focus on investment in the real estate sector. Practice head Wojciech Trzciński is noted for his expertise in restructuring processes, as well as the utilisation of closed-end investment funds.

CRIDO's practice is experienced in assisting investment funds with their structuring and restructuring mandates, financial due diligence work and tax-related matters. Corporate lawyer Mateusz Baran spearheads the practice with expertise in the management of investment funds and cross-border projects, including complex reorganisations, and he is ably supported by Katarzyna Żółcińska and Michał Klimowicz.

The ‘well-established‘ independent law firm Krzysztof Rożko i Wspólnicy Kancelaria boasts lawyers with expertise in investment funds, capital markets and finance. With ‘exceptional knowledge, experience and competence‘, founding partner Krzysztof Rożko sits at the helm of the department which provides ‘expert legal advice in the area of investment funds law‘, and other key members of the group include Mariusz Bagiński and Nikola Jadwiszczak-Niedbałka.