Jonathan Burger
With over EUR 3,500 billion in net assets under management (AuM) at January 1st, 2017, Luxembourg is the Europe’s number 1 investment fund centre and the world’s leading hub for global fund distribution. The continuing development of the Grand-Duchy as a centre of financial and investment fund services has led to a unique concentration of specialist service providers. This unparalleled blend of expertise in the areas of fund administration, management and distribution enables Luxembourg to offer fund promoters and investors an extraordinarily wide range of investment products.
Since its inception, LEXTRUST developed an extensive and growing investment management practice and serves the whole investment management value chain. The firm specialises in a wide range of regulated investment funds with a focus on Undertakings for Collective Investment in Transferable Securities (UCITS) and Alternative Investment Funds (AIFs), including a specific expertise on private equity and real estate investments.
Jonathan BURGER is the partner having founded the investment funds practice of LEXTRUST. He combines his strong tax expertise of international tax structuring with the creation and organisation of Luxembourg regulated investment funds, including UCITS, Specialised Investment Funds (SIFs) and Reserved Alternative Investment Funds (RAIFs), advising domestic and international fund promoters, distributors, investment bankers, asset managers, depositary banks, central administrations and other agents providing fund-related services. Before joining LEXTRUST, Jonathan was working in international law firms established in Luxembourg, including one of the “Magic Circle” law firms.
Jonathan is also actively involved in the tax structuring of corporates, financial institutions and asset managers across a broad spectrum of matters including international tax planning, fund structuring, M&A mandates, private banking and wealth management.
Over the last years he frequently advised fund promoters and asset managers on the launching of Alternative Investment Funds structures such as SIFs and RAIFs platforms with a wide range of alternative investment strategies, including amongst others debt funds and credit funds, long-short equity, long only, contrarian, real estate, renewable energies, physical gold, forestry assets, etc.
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