Legal Zeidgeist

Investment Management due diligence is evolving but many firms are still held back by slow, fragmented processes and outdated workflows. In this episode of The Legal Zeidgeist, Kate Horgan is joined by Mathilde Stich, Head of Due Diligence at Zeidler Group, to explore how due diligence is changing in 2026 and where it still falls short. They unpack where processes most commonly break down, the ine...

Europe is often seen by US fund managers as complex, fragmented, and prohibitively expensive but is that perception really justified? In this episode of the Legal Zeidgeist, Kate Horgan is joined by Zeidler Group Head of US Scott Parkin to unpack the realities of entering the European market. Drawing on firsthand experience advising US managers and serving at the heart of international fund struct...

With the AIFMD II deadline now behind us, the focus has shifted from understanding the rules to making them work in practice. In this episode of the Legal Zeidgeist, Kate Horgan is joined by Elisa Forletta and Tara Dutta to unpack what’s really changing when it comes to liquidity management tools. From prospectus disclosures and constitutional document updates to new notification requirements and...

In this episode of The Legal Zeidgeist, Kate Horgan is joined by Patricia Nitschke and Shalu Sura from our Regulatory Services Division to demystify two essential services supporting global fund distribution: European Facilities Agent Services and Regulatory Cross-Border Registrations. Patricia provides a detailed overview of the Facilities Agent, its obligations and explaining why a centralised m...

In this episode of The Legal Zeidgeist, Kate Horgan is joined by Alex Mercer, Head of Innovation at Zeidler Group, to explore how AI is transforming the delivery of legal services. Drawing on his background as a lawyer and his current role leading innovation, Alex offers a behind-the-scenes look at how Zeidler Group embeds large language models and AI into its legaltech solutions. Alex discusses t...

In this episode of The Legal Zeidgeist, we dive into one of the most consequential yet under-discussed developments in fund disclosure: the regulatory divergence between the UK’s proposed Product Summary and the EU’s PRIIPs Key Information Document (KID). As the UK continues to chart its post-Brexit course, asset managers are now facing two parallel and increasingly distinct disclosure regimes. Bu...

In this episode of The Legal Zeidgeist, Mathilde Stich unpacks the critical role of due diligence in the investment funds industry. With growing regulatory scrutiny and operational complexity, fund managers are under more pressure than ever to ensure robust due diligence processes are in place. Whether you're managing fund operations, compliance, or legal risk, this episode will help you shar...

In this episode of the Legal Zeidgeist, Kate Horgan sits down with Peter Sherwood, an Associate Solicitor in Zeidler Legal Services LLP, to discuss the latest developments in European Long-Term Investment Funds (ELTIFs). Peter provides an insightful overview of the ELTIF 2.0 reforms and the newly introduced Regulatory Technical Standards (RTS). Peter covers key changes such as the restrictions on...

In this episode of the Legal Zeidgeist, Kate Horgan is joined by Kwame Taylor, an Associate in Zeidler's ESG Legal Advisory Team, to explore the Sustainable Finance Disclosure Regulation (SFDR). They discuss the recent comprehensive assessment of the SFDR framework, unpacking key findings from the summary report of open and targeted consultations. Kwame provides an overview of the SFDR's...

In this episode of the Legal Zeidgeist podcast, we explore the latest insights and best practices for fund distribution and compliance. Kate Horgan, Business Development Manager, sits down with Patricia Nitschke, Associate in Zeidler’s Legal Services Division, to discuss the most recent regulatory updates affecting fund distribution worldwide. Patricia breaks down EU and global regulatory changes...

In this episode of the Legal Zeidgeist podcast, the Overseas Fund Regime (OFR) takes centre stage. In this 2 part special, Kate Horgan is joined by Robert Boyle, Solicitor and Partner at Zeidler Legal Services LLP to dissect the key aspects of the OFR and its implications for fund marketing in the UK. In part 1 as the industry prepares, discover the current methods of marketing UCITS into the UK,...

In this episode of the Legal Zeidgeist podcast, the Overseas Fund Regime (OFR) takes centre stage again. In this 2-part special, Kate Horgan is joined by Robert Boyle, Solicitor and Partner at Zeidler Legal Services LLP, to dissect the key aspects of the OFR and its implications for fund marketing in the UK. In Part 2, join us as we examine whether a UK country supplement to the prospectus will be...

In this episode of the Legal Zeidgeist podcast, AIFMD II takes the centre stage. Kunal Grover, Head of Business Development is joined by Valentin Chantereau to dissect the key highlights of the amendments to AIFMD and what these updates hold for EU and non-EU AIFMs. As the industry braces for the new regime, discover the proactive steps fund managers need to navigate this new regulatory landscape,...

In this episode of the Legal Zeidgeist podcast, the focus is on the recent  UK's Financial Conduct Authority (FCA) review examining how Authorised Fund Managers (AFMs)  are embedding the Guiding Principles in ESG and sustainable investment funds. Kate Horgan, Business Development Manager is joined by Kwame Taylor, Associate,  at  Zeidler Group to unpack how AFMs are navigating the landscape o...

In this brief but insightful episode of Legal Zeidgeist, we unpack the Central Bank of Ireland's recent final guidance on the Individual Accountability Framework. Kate Horgan, Business Development Manager, is joined by Daniel O'Leary, Associate, to unravel the Central Bank of Ireland's recent final guidance on the Individual Accountability Framework. Together, they delve into the pi...

In this episode of the Legal Zeidgeist podcast,  the US regulatory landscape is unravelled. Kate Horgan, Business Development Manager at Zeidler Group, is joined by colleagues Madeline Gegg and Alex Mercer, Associates in Zeidler's Phoenix office to guide you  g through the maze of Federal, State, and Self-Regulatory Organizations. Navigating the regulatory landscape demands a comprehensive un...

In this episode of the Legal Zeidgeist podcast, the focus is on Swiss Representative Services for foreign collective investment schemes.  Kate Horgan, Business Development Manager is joined by Josef El Semari and Michael Meier Directors at  Zeidler Group as they delve deep into the intricacies of the  Swiss regulatory landscape. Josef and Michael unveil the intricacies of Swiss Representative serv...

In this episode of the Legal Zeidgeist podcast, Kunal Grover, Head of Business Development is joined by Arne Zeidler, CEO and Founder of Zeidler Group to discuss how US and non-European managers can seamlessly navigate the perceived complexity of regulations and roadblocks and instead raise assets successfully in Europe. Arne details a roadmap of a four-step ladder of entry points for non-EU manag...

In this episode of the Legal Zeidgeist podcast, the focus is on a fund's marketing communications. Kunal Grover, Head of Business Development, is joined by Robert Boyle, Head of Legal Ireland to discuss the fast-approaching European Securities and Markets Authority (ESMA) marketing communication guidelines. With the guidelines coming into force on 2 February 2022, Robert answers the most freq...

In this Legal Zeidgeist episode, Associate Brigid Dolan is joined by Elisa Forletta-Fehrenberg, Head of ESG, to provide a brief but comprehensive analysis of what has been happening in the world of ESG in the UK right now.  Elisa and Brigid discuss the recently published FCA guiding principles on ESG for investment funds, the UK Government's roadmap for Green Finance and Sustainability Disclo...

In this Legal Zeidgeist episode, Head of Business Development Kunal Grover sits down with Thilo Zeidler, CFO and Product Owner to discuss transaction costs.  As a former Head of a Trading Desk, Thilo has a detailed understanding of the various needs and challenges such as cost pressures and reporting compliance. With a wide range of methodologies available to approach transaction costs, Thilo shar...

 In this Legal Zeidgeist episode, Legal Researcher, Sabir Musthafa, is joined by Senior Associate, Sarah Noville, to discuss how investment management firms can keep pace with regulatory change in multiple jurisdictions. Providing an overview of questions that compliance professionals should consider from the outset, Sarah outlines the advantages and disadvantages of various approaches and how tec...

The focus of this Legal Zeidgeist podcast episode is on K(I)IDs. Zeidler Group's Senior Associate Gemma Capelo sits down with Director, Martin Jones, to provide a succinct summary of the ever-changing landscape of the PRIIPs regulation including the latest updates on the proposed changes to the PRIIPs Regulatory Technical Standards (RTS). Martin and Gemma also discuss the key changes and vari...

In this episode of the Legal Zeidgeist podcast episode, the regulatory spotlight is on ESG.  Senior Associate, Jasminka Makovec, is joined by Head of ESG, Elisa Forletta-Fehrenberg, for a comprehensive and candid overview of the latest ESG updates and regulatory requirements. Elisa outlines the actions asset management firms need to take to be ready for the upcoming deadlines, the local requiremen...

In this episode of the Legal Zeidgeist podcast, Max Harper, Chief Delivery Officer, is joined by Valentin Chantereau, Head of Legal Paris, to discuss the many opportunities in the French market for asset management firms.  Valentin also provides a synopsis of his career to date and how Zeidler's Paris office can add additional value for clients.