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Our Clients

We assist a wide range of regulated entities and institutional investors in entering and operating within the Italian market. We act as a regulatory bridge between European fund centres and Italy – ensuring compliance, contractual certainty, and operational efficiency for all participants in the fund distribution chain.

Asset Managers
& Fund Promoters

We assist EU and international asset managers offering UCITS and AIFs in structuring their market access and distribution in Italy. Our services cover the entire process, from passporting and registration with CONSOB to drafting offering documents, negotiating distribution arrangements, and ensuring on-going compliance with local regulatory requirements. We work closely with management companies, ManCos, and fund boards to align distribution strategies with Italian regulations. Our clients typically include international management companies and fund promoters who want to set-up their Italian presence and handle all compliance obligations through a one-stop-shop approach.

Distributors & Financial
Institutions

We advise banks, investment firms, financial advisors and other financial institutions involved in the marketing of UCITS, AIFs, pension funds or IBIPs, ensuring full adherence to MiFID II, UCITS, IDD, CONSOB and IVASS regulations. Our team supports clients in reviewing distribution arrangements, preparing marketing communications, and managing relationships with foreign asset managers. We also assist depositary banks and paying agents in defining the contractual arrangements and operational flows for fund subscriptions and redemptions in Italy, as well as for fund administration services.

Insurance Companies
& Pension Funds

We have significant experience in structuring unit-linked and index-linked insurance policies, or other insurance products qualifying as IBIPs under the PRIIPs Regulation. We also assist foreign asset managers and investment firms in negotiating investment management agreements with Italian pension funds, and we provide advice on compliance with COVIP requirements.

Family Offices
& Wealth Managers

We support family offices and independent wealth managers in accessing and structuring investments through foreign funds. Our assistance covers due diligence on UCITS and AIFs, contractual arrangements, and tax compliance. We ensure that each investment structure is legally sound, tax-efficient, and aligned with Italian and EU investor protection standards.