Funds

Our fund’s practice group has years of experience in advising clients about the formation, management, and trading of UCITS, alternative investment funds, pension plan products, and unregistered fund products. We also perform due diligence reviews of existing products. Our legal team will draft all necessary fund information and management and operational documents, represent the client in the registration of the fund in each relevant Baltic jurisdiction, advise and assist the client with compliance, regulatory, and investor issues, assist the client in cross-border trading of fund products and provide all other legal services that are necessary for the day-to-day management of the fund.

Our extensive experience in structuring fund and investment products allows us to satisfy client needs in the most efficient, cost-effective, and tax-effective way, offering each client a bespoke solution based on the client’s specific needs and requirements.

Recognitions
Chambers Europe 2024, Banking & Finance, Lithuania office
“COBALT has strong lawyers in the banking and finance field, who are capable of taking on difficult tasks.”
Chambers Europe 2024, Banking & Finance, Lithuania office
“The team's key strength is to deliver solution-focused advice and driving matters forward.”
Chambers Europe 2024, Banking & Finance, Lithuania office
“COBALT's key strengths are its attitude and on-point discussions with good follow-through that are not wasting time.”
Chambers Europe 2023, Banking & Finance, Estonia office
"The lawyers know the local market inside-out, which is very helpful because they can address a number of different queries in different practice areas. They are very good at coordinating with their colleagues."
Chambers Europe 2023, Banking & Finance, Lithuania office
"The law firm has experts for every topic who have good availability and turnaround times. They understand what the client needs and wants."
The Legal 500 2023, Banking, Finance and Capital Markets, Lithuania office
"Well-organised team. Great and effective cooperation allowing to deliver the relevant work in line with clients’ needs."
Chambers Europe 2023, Banking & Finance, Estonia office
"The lawyers are available, flexible and very focused. They know the Estonian and Baltic market very well."
Chambers Europe 2023, Banking & Finance, Estonia office
"The team can put you in direct contact with an expert, who then takes the lead and starts arranging calls, and they have a lot of skill sets."
Chambers Europe 2023, Banking & Finance, Latvia office
“COBALT has a very strong understanding of the commercial aspects of financial services. The lawyers are understandable, pleasant, and always timely in communication. The team is very smart, responsive, and commercial."
The Legal 500 2022, Banking & Finance, Latvia office
"COBALT will always point out to the client the critical places in the agreement we need to pay our attention to and will come up with the solutions that would be both beneficial for the client and acceptable to the banks and financing institutions."
The Legal 500 2022, Banking & Finance, Latvia office
"COBALT works in a very flexible way. Extremely client and service oriented."
Chambers Europe 2022, Banking & Finance, Latvia office
A source describes the team as "very forward-thinking" and "entrepreneurial.
The Legal 500 2021, Banking & Finance, Latvia office
"An engaged, responsive team with good knowledge of the market standards."
Chambers and Partners 2021, Banking & Finance, Estonia
"They explain issues well and help us to understand complicated legal matters, to make sure our interests are well handled and taken care of," adds another impressed client.
Chambers and Partners 2021, Banking & Finance, Estonia
Clients describe the team as "extremely impressive, very commercial and very responsive," and single out the group for its "great communication and project management skills."
The Legal 500 2021, Banking, finance and capital markets, Lithuania office
"Excellent knowledge of the subject matter and level of attendance to the client’s needs."
Chambers Europe 2020, Banking & Finance, Latvia office
Sources regularly praise the team for its proficiency, describing the lawyers as "knowledgeable and enthusiastic" as well as "willing to support and help in the best possible way."
Chambers Europe 2019, Banking & Finance, Latvia office
The team is praised for the quality of its advice and its dedication to clients. "Good teamwork and good knowledge in all kind of legislation," "client- and service-oriented."
Chambers Europe 2018, Banking & Finance, Estonia office
"They are very committed and know what they are doing. They explained things very clearly and the drafting of the documentation went very smoothly."
Chambers Europe 2018, Banking & Finance, Estonia office
"Their lawyers have the right approach. When you need something, they are available and deliver work within a tight timeframe."
Chambers Europe 2018, Banking & Finance, Estonia office
"We were impressed with their precision, diligence and ability to work quickly."
IFLR1000 2017, Banking and finance, Lithuania office
“They provided clear advice on very technical matters.”
IFLR1000 2017, Banking and finance, Lithuania office
“It is a group of experienced professionals.”
IFLR1000 2016, Latvia office
“[…] it is widely regarded as one of the top-performing practices in Latvia.”
IFLR1000 2016, Latvia office
“The firm is absolutely excellent,” says one client. “Very professional, fast and solid in all areas of corporate laws, M&A and antitrust legislation.”
IFLR1000 2016, Latvia office
“COBALT were very good,” says one senior finance client. “The result of the work is 100% reliable and accurate. They offered highly-professional advice, strong ethical standards and are certainly client oriented.”
Chambers Europe 2015, Latvia office
“Strong banking and finance practice assisting international clients and major domestic banks with a wide range of transactional and advisory mandates.”
IFLR1000 2015, Lithuania office
"Clients described the firm’s banking and finance team as excellent, highlighting its ability to get to the point on projects and praising the way it is able to manage cases."
Chambers Europe 2015, Latvia office
“Significant expertise in project finance, securitisation and cross-border financings.”