Robert Welzel

Robert Welzel advises international clients in the asset management sector, such as fund companies, administrators and software vendors on business development, process optimization, tax compliance and cross-border structuring of investments. His work includes providing support to hedge funds and investment banks for structuring investment products in line with German tax legislation and supervisory regulations as well as structured finance solutions.

After having completed his law studies, Robert Welzel initially served as a civil court judge. He then worked for several years in the tax departments M&A/Corporate Restructuring and Financial Services of Big Four audit firms, most recently as the leader of the Hedge Funds, Structured Products and Foreign Funds section.

Publications of note:

  • Co-author of a commentary on German Fund Tax Law: Haase (ed.), Investment Tax
    Act (InvStG), Commentary, Section 6 InvTA (2010, published by Schäffer Poeschel)
  • “Interim Profit and Income Equalization”, IStR 2009, page 675 ff. (with Christiane Schoenbach)
  • “German Fund Legislation - changes that affect the landscape”, Alternative Investment Review 2008, Volume 1, p. 143 ff. (with Steffen Gnutzmann)
    “The regulation and distribution of hedge funds in Europe“, published by PwC, 05/2003 (updates in 05/2004, 05/2005 and 06/2006, co-author, (with Steffen Gnutzmann)
  • “Taxation of swaps and financial derivatives in Germany“ in Satyajit Dahs, Swaps / Financial Derivatives, 3rd Edition, 2004
  • “The new German tax and investment law“, Tax Planning International, Vol. 6 No. 1, 12/2003-01/2004, page 14 ff. (with Steffen Gnutzmann)
  • “The new regulatory and tax regime for hedge funds in Germany“, AIMA Journal, No. 59, 12/2003, page 24 ff. (with Steffen Gnutzmann)

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