Clifford Chance‘s investment funds group is well equipped to advise leading Polish financial institutions on the formation, registration, and operation of regulated funds in Poland, as well as the day-to-day operation of funds. Its offering also extends to supporting investors, and assisting with the establishment and management of asset managers, as well handling related regulatory and compliance issues. Capital markets and banking expert Andrzej Stosio sits at the helm of the practice, and he is ably supported by counsel Anna Biała and Wojciech Polz.

CMS boasts a multi-disciplinary team consisting of lawyers from the firm’s tax, corporate and M&A, energy, infrastructure, and banking and finance departments, who come together to advise clients on investment funds mandates. Its offering encompasses the entire spectrum of maters, including the establishment, structuring, and liquidation of funds, as well as related regulatory work. With offices located globally, the group can also assist with the establishment of funds in various jurisdictions, especially across the CEE region and Luxembourg. M&A and private equity transaction specialist Błażej Zagórski leads the team. Rafał Zwierz is another senior name of note, and he is also qualified in the US and the UK.

The investment funds group at DLA Piper Giziński Kycia sp.k. incorporates lawyers from the firm’s real estate, finance, M&A, private equity, and tax teams. The practice provides clients with transactional and regulatory advice, as well as tax-related services. Co-managing partner Jacek Giziński is skilled in real estate and corporate law matters, and is active in the firm’s investment funds mandates. Other core members of the practice include Mariusz Hyla, head of the finance, projects and restructuring team, and Marta Frąckowiak, head of corporate and M&A. Jakub Marcinkowski and Jakub Domalik-Plakwicz sit within Frąckowiak’s team with specialisms in M&A and private equity.

SSW‘ client roster constitutes financial institutions, investors, and fund managers, and the practice frequently advises on the establishment, liquidation, and exiting of funds, in addition to handling the regulatory and compliance issues which arise in the course of a fund’s lifecycle. The team of ‘highly skilled lawyers‘ is also adept at representing investment funds in proceedings before courts and public authorities, including the KNF. Sitting at the helm of the practice is M&A expert Wojciech Szczepaniak.

Baker McKenzie Krzyzowski i Wspólnicy Sp.k.‘s regulatory financial services and investment funds offering falls within the firm’s wider banking and finance practice, and is well equipped to assist clients with the establishment and structuring of financial intermediaries entering the banking, securities, insurance, and funds areas. Counsel Jerzy Bombczyński heads up the team following his arrival from the Polish Development Fund in 2022, and is praised as ‘an exceptional lawyer with deep industry knowledge’.

CRIDO‘s investment funds group, which sits within the firm’s corporate and commercial department, boasts ‘valued corporate experts working on complex restructuring projects’, in addition to regulatory issues. Its client base is broad ranging, and includes global corporations as well as local companies and private clients. Mateusz Baran chairs the group, and he is frequently involved in legislative work surrounding investment funds.

Krzysztof Rożko i Wspólnicy Kancelaria is ‘well-known for its expertise in the area of investment funds’, and it also possesses expertise in related regulatory and transactional mandates. The team advises clients on establishing, licensing, and operating Polish and foreign investment funds. Founding partner Krzysztof Rożko leads the team, and he is lauded as a ‘highly qualified and experienced lawyer’.

The investment funds group at PwC Legal Zelaznicki sp.k. frequently supports investors, investment funds, and investment fund managers from within the firm’s corporate restructurings and M&A department. It is adept at providing corporate and regulatory support, as well as representation before the KNF. Its offering also encompasses advisory work on the establishment of funds regarding real estate assets. Wojciech Trzciński leads the practice with significant experience in corporate and transactional mandates.