What is the Monterey Funds Club?


The Monterey Funds Club is an alliance of specialist investment funds lawyers across Europe. We provide financial institutions with cost-effective access to a network of highly experienced lawyers within the international investment funds industry.


We are a blend of former senior in-house legal advisers who have returned to private practice and long-established private practitioners all with a longstanding expertise in providing funds-related legal services to financial institutions worldwide. This combination provides for a deep understanding of the funds industry both from an internal and external perspective. 


The Club was established back in September 2002 following our first meeting in the offices of the Luxembourg member, at the time located at Avenue Monterey, hence, ‘The Monterey Funds Club’.



 Who are the members of the Monterey Funds Club?


Our Club members are from well established legal firms whose clients include large and small institutions operating both locally and cross-border in Europe and the rest of the world. Today, we have members representing 16 countries across Europe and this is expanding. 


We come together at least three times a year to evaluate and discuss significant matters affecting the global funds industry. This alliance enables members to provide legal services either collectively or individually and leverage knowledge and contacts within each jurisdiction. Strategic guests from the European investment funds industry also attend our meetings.