Investment Management & Funds
Regions
Why Malta and Italy
- Malta: A hub for flexible and cost-effective fund structures, offering access to EU markets through passporting.
- Italy: A key financial centre with established investor networks and strong regulatory oversight.
Why WH Partners
- Proven track record in advising fund initiators, managers, and service providers.
- Integrated financial services practice combining legal and tax expertise.
- Cross-border experience across Europe with the ability to coordinate multi-jurisdictional projects.
- By aligning regulatory compliance with commercial goals, we help funds attract investors, remain competitive, and achieve long-term growth.
Our Investment Management & Funds practice is strengthened by Partner Robert Skalina, who is highly experienced in advising investment funds, fund managers, and institutional investors on structuring, licensing, and cross-border distribution. His expertise ensures that clients benefit from practical solutions and regulatory insight when setting up or managing funds across Malta, Italy, and other European jurisdictions.
Our Services
Fund formation and structuring: Advising on the optimal vehicle for UCITS, AIFs, private equity, venture capital, and real estate funds.
Collective investment scheme set-up: Preparing applications and liaising with regulators.
Investment services licence applications: Supporting applications for investment services providers.
Regulatory compliance and reporting: Advising on EU directives, national rules, and supervisory requirements.
Tax advisory and structuring: Ensuring tax efficiency for funds and investors.
Fund governance and management: Advising boards, drafting policies, and ensuring sound governance.
Drafting and review of offering documents: Prospectuses, private placement memoranda, and investor disclosures.
Ongoing legal support: Advising on operational issues, distribution, and compliance updates.
Cross-border fund distribution: Assisting with EU passporting and international investor access.
Mergers and acquisitions involving funds: Conducting due diligence and structuring transactions.
Key Contacts
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