July 3, 2024

Orbit advises FINVIA on PE investment program for LBBW clients.

FINVIA is collaborating with LBBW Asset Management to launch an exclusive PE investment program. This cooperation will make renowned private equity funds available for investment by private wealth clients of BW-Bank. The co-mingled investment program will invest in the current vintage funds of some of the most successful global managers of private equity funds. A fantastic team-up to further access to alternative assets for private investors.

Orbit advised FINVIA on all legal, regulatory and tax matters in connection with structuring and setting up this multi-jurisdictional PE investment program.

Team

Joachim Mogck (Partner, FoF Structuring), Philip Mostertz (Partner, Fund Structuring), Louise Hertz (Fund Associate, Fund Structuring), Laurin Kühn (Fund Associate, Fund Tax), and Markus Lakenbrink (Fund Associate, FoF Tax).

Related links (available in German)

BW-Bank öffnet ihren Kunden mit FINVIA deutschlandweit den Zugang zu alternativen Anlageklassen

Kooperation von BW-Bank und Finvia bei alternativen Anlageklassen

About FINVIA

FINVIA is a multi-family office based in Frankfurt am Main. The company combines excellent advice and proven family office services with the possibilities of digital technologies to make modern wealth orchestration at family office level accessible to a significantly broader target group. At the same time, FINVIA pursues a holistic approach that takes into account all client concerns regarding their assets – and gives them access to all asset classes, including alternative assets. FINVIA was founded in 2019 by Torsten Murke (CEO), Reinhard Panse (CIO), Hanna Cimen (COO), Christian Neuhaus (CCO), Marc Sonnleitner (CLO) and Valentin Bohländer (CPO). The 100 experts-strong company manages assets totaling EUR 4.5 billion (as of January 2023). Visit the website for more information: FINVIA

About Orbit

Orbit offers client-centered legal advice in all areas of fund law and investments in alternative assets. Fund managers and investors rely on Orbit and its team of experienced fund advisors. Orbit covers structuring, regulatory, tax, investment advice, compliance, and fund due diligence as well as secondary transactions.

Orbit | All. About. Funds.

Responsible Orbit Crew

Dr. Joachim Mogck

Partner
Lead
,
FoF Structuring
,

Dr. Philip Mostertz

Partner
Fund Structuring
,

Louise Hertz

Fund Associate
Fund Structuring
,

Laurin Kühn

Fund Associate, Certified Tax Advisor
Tax
,

Markus Lakenbrink

Fund Associate
FoF Tax
,

Reach out to Orbit.

Orbit offers client-centered legal advice in all areas of fund law and investments in alternative assets. Profound and pragmatic. Fund managers and investors rely on Orbit and its team of experienced fund advisors.

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