Best Funds & Asset Management Lawyers in Sweden

Share your needs with us, get contacted by law firms.

Free. Takes 2 min.

Or refine your search by selecting a city:

Advokatfirman Allians IBL AB
Karlstad, Sweden

Founded in 2015
English
Advokatfirman Allians IBL AB, established in 1993, is a Swedish law firm with offices in Stockholm and Karlstad. The firm offers a comprehensive range of legal services, including bankruptcy administration, commercial law, company law, contract law, cooperative housing, corporate reorganization,...

Founded in 2005
English
Gärde Wesslau Advokatbyrå i Jönköping AB, now operating as Wesslau Söderqvist Advokatbyrå (WSA), offers a comprehensive range of legal services tailored to meet the diverse needs of its clients. The firm's areas of expertise include banking and finance law, bankruptcy law, capital markets,...
Ludvig & Co
Mariestad, Sweden

Founded in 1918
English
Ludvig & Co, established in 1918, is one of Sweden's largest accounting and consulting firms, offering a comprehensive suite of services including bookkeeping, business management consulting, financial consulting, legal services, real estate agency, and tax consultancy. With a nationwide presence...
Video Game Law Firm
Åre, Sweden

Founded in 2001
English
Video Game Law Firm, based in Sweden, specializes in providing comprehensive legal services tailored to the video game industry. The firm offers expertise in contract negotiations, trademark protection, labor law, and corporate law, ensuring that clients' intellectual property rights are...
Veteranpoolen Oskarshamn
Oskarshamn, Sweden

Founded in 2017
English
Veteranpoolen Oskarshamn offers a comprehensive range of services, including temporary staffing, carpentry, house cleaning, lawn care, painting, property management, and window cleaning. Serving the Oskarshamn area and surrounding municipalities such as Ålem, Blomstermåla, Högsby, and...
Advokatgruppen I Jönköping HB
Jönköping, Sweden

Founded in 1996
English
AdvokatGruppen i Jönköping HB, established in 1997, is a distinguished law firm located at Hoppets Torg 5 in Jönköping. The firm offers a comprehensive range of legal services, including business law, criminal law, civil litigation, and family law. Their team of experienced attorneys...
Amber Advokater Karlskrona HB
Karlskrona, Sweden

Founded in 2012
English
Amber Advokater Karlskrona HB is a distinguished law firm located in Karlskrona, Sweden, offering comprehensive legal services to both businesses and individuals. The firm specializes in key areas such as business law, insolvency law, family law, and criminal law, ensuring clients receive expert...
Hansen Advokatbyrå AB
Stockholm, Sweden

Founded in 1987
50 people in their team
Swedish
English
GROW RELATIONSHIPS AND THE BUSINESS WILL FOLLOW.Good conversation isn’t what business success is made of. But it’s a great starting point.Our core business is to help you thrive through top-tier legal guidance. And that could be all there is to it. But we’ve learned that great transactions...
Visioner Advokatbyrå
Stockholm, Sweden

Founded in 2011
English
Established in 2011, Visioner Advokatbyrå has grown from a single-employee office in Nybro to one of the largest law firms in the region, with offices in Nybro, Lessebo, Högsby, and Oskarshamn. This expansion reflects the firm's commitment to providing accessible and comprehensive legal services...
Vreta Kluster
Vreta Kloster, Sweden

Founded in 2016
English
Ludvig & Co's Vreta Kloster office, established in 2016, offers a comprehensive suite of services tailored to meet the diverse needs of its clientele. Specializing in bookkeeping, business management consulting, financial consulting, legal services, real estate agency, tax consulting, and tax...
AS SEEN ON

About Funds & Asset Management Law in Sweden

Funds and asset management in Sweden refers to the legal and regulatory framework governing the management of investment funds and client assets. This includes the creation, administration, and oversight of investment funds such as mutual funds, hedge funds, and alternative investment funds, as well as the licensing and regulation of asset managers. The Swedish funds market is recognized for its strong investor protection, transparent governance, and alignment with European Union directives such as UCITS (Undertakings for Collective Investment in Transferable Securities) and AIFMD (Alternative Investment Fund Managers Directive). The Swedish Financial Supervisory Authority (Finansinspektionen or FI) plays a central role in supervising and regulating fund managers, ensuring compliance and protecting investor interests.

Why You May Need a Lawyer

Legal advice is essential in funds and asset management for several reasons. Many individuals and businesses seek assistance when:

  • Establishing investment funds or asset management companies
  • Seeking licensing or registration with Swedish authorities
  • Structuring cross-border investment opportunities
  • Ensuring regulatory compliance with Swedish and EU laws
  • Drafting fund documentation and partnership agreements
  • Handling disputes between investors and fund managers
  • Acquiring, merging, or restructuring asset management firms
  • Managing legal risks associated with fund operations

In these situations, a qualified lawyer can help navigate regulations, mitigate risks, and safeguard your assets or business.

Local Laws Overview

Swedish funds and asset management law is primarily shaped by national legislation, the directives of the European Union, and oversight by Finansinspektionen. Some key aspects include:

  • Licensing and Registration: Fund managers must be authorized by Finansinspektionen. Different rules apply depending on the type of fund (for example, UCITS or alternative investment funds).
  • Fund Structuring: Funds in Sweden can be structured as investment companies, contractual funds, or special funds, each with specific legal and tax implications.
  • Investor Protection: Rules are in place to ensure transparency of operations, disclosure of key information (such as prospectuses and annual reports), and fair treatment for investors.
  • Anti-Money Laundering (AML): Managers must implement strict AML protocols and conduct due diligence on clients and transactions.
  • Taxation: There are specific tax regulations for funds, including rules for VAT, capital gains, and tax exemptions for certain funds and investors.
  • Compliance and Reporting: Managers must regularly report financial information and regulatory compliance to authorities and investors.
  • Cross-Border Operations: EU passporting allows Swedish funds to operate across the European Economic Area, subject to additional requirements.

These laws are frequently updated in line with EU initiatives and local policy changes, making legal advice crucial for ongoing compliance.

Frequently Asked Questions

What types of investment funds are common in Sweden?

The most common types are UCITS funds, alternative investment funds, and special funds. Real estate funds and hedge funds are also popular.

Do I need authorization to manage funds in Sweden?

Yes, fund managers must be authorized by Finansinspektionen, except in some cases of small or exempt funds where lighter regulations apply.

What is UCITS and why is it important?

UCITS is a European regulatory framework that allows investment funds to operate across EU countries. Swedish UCITS funds benefit from high investor protection and easier cross-border distribution.

What are the requirements for investor protection?

Fund managers must provide transparent information about investment risks, returns, and costs, and must treat all investors fairly and equitably.

Can foreign managers offer funds in Sweden?

Yes, foreign managers can market funds in Sweden if they meet local and EU regulatory requirements. They must notify or get approval from authorities before marketing their products.

How are funds taxed in Sweden?

Funds are generally exempt from income tax at the fund level, but investors are taxed on distributed gains and dividends according to Swedish tax law. Tax rules may differ for resident and non-resident investors.

Are there rules for sustainable investing?

Yes, Sweden has implemented the EU's Sustainable Finance Disclosure Regulation (SFDR), which requires managers to disclose how sustainability risks are considered in investment decisions.

What happens if a fund breaches regulations?

Finansinspektionen can impose fines, revoke licenses, or take other administrative actions. Investors affected by breaches may also seek compensation or legal remedies.

Is it possible to set up a private equity fund in Sweden?

Yes, but private equity funds are usually considered alternative investment funds and are subject to specific rules under the Swedish implementation of AIFMD.

How can I resolve a dispute with a fund manager?

Start by raising the issue directly with the manager or the fund's complaints service. If unresolved, you may escalate to Finansinspektionen or seek legal advice to pursue formal claims or litigation.

Additional Resources

Here are some helpful organizations and resources for those needing more information or support on funds and asset management in Sweden:

  • Swedish Financial Supervisory Authority (Finansinspektionen) - Regulates and supervises the Swedish financial markets
  • Swedish Investment Fund Association - Industry organization offering guidance and market data
  • Swedish Companies Registration Office (Bolagsverket) - Information on legal entity registration and reporting
  • Swedish Tax Agency (Skatteverket) - Details on tax obligations for funds, managers, and investors
  • European Securities and Markets Authority (ESMA) - EU-level regulator influencing Swedish rules

Next Steps

If you need legal assistance in funds and asset management in Sweden, consider the following approach:

  • Assess your specific situation and identify the type of legal issue or compliance need
  • Gather relevant documentation such as fund agreements, financial statements, and regulatory correspondence
  • Seek a Swedish lawyer or law firm specializing in funds and asset management to ensure you receive expert, tailored advice
  • Contact Finansinspektionen or relevant industry associations for initial guidance or referrals if needed
  • Stay informed about recent legal and regulatory changes to ensure ongoing compliance

Professional legal advice is essential to successfully navigate the highly regulated and complex landscape of funds and asset management in Sweden.

Lawzana helps you find the best lawyers and law firms in Sweden through a curated and pre-screened list of qualified legal professionals. Our platform offers rankings and detailed profiles of attorneys and law firms, allowing you to compare based on practice areas, including Funds & Asset Management, experience, and client feedback. Each profile includes a description of the firm's areas of practice, client reviews, team members and partners, year of establishment, spoken languages, office locations, contact information, social media presence, and any published articles or resources. Most firms on our platform speak English and are experienced in both local and international legal matters. Get a quote from top-rated law firms in Sweden - quickly, securely, and without unnecessary hassle.

Disclaimer:
The information provided on this page is for general informational purposes only and does not constitute legal advice. While we strive to ensure the accuracy and relevance of the content, legal information may change over time, and interpretations of the law can vary. You should always consult with a qualified legal professional for advice specific to your situation. We disclaim all liability for actions taken or not taken based on the content of this page. If you believe any information is incorrect or outdated, please contact us, and we will review and update it where appropriate.