Provided by Ashurst
Department: Investment Funds
Partner for this department: Lisa Simmons & Con Tzerefos
No of employees in department: 42
The Ashurst investment funds team have significant depth and breadth making us a 'one stop shop' firm. We have experts with deep investment funds expertise in our regulatory, tax, litigation, insolvency, and real estate teams.
We draw upon the expertise and experience of our global team. We have partners based in London, Madrid, Frankfurt, Munich, Milan, Luxembourg, Hong Kong, Singapore and Tokyo – many of whom have Chambers rankings in the tables for UK-wide, Germany, Luxembourg, China and Singapore. So many investment fund matters are multi-jurisdictional in nature, and we have the capacity to carry out complex, cross-border matters that need specialist expertise from key markets around the world.
We advise across all types of investment funds, whether wholesale or retail, listed or unlisted; separately managed accounts and discretionary managed accounts; complex structured products, including geared products with capital protection; alternative investment products, including hedge funds; and master trusts, wrap accounts and investor-directed portfolio services.
Ashurst offers the full range of services surrounding the entire life-cycle of funds, including the establishment, management and acquisition of funds. Often works on complex matters relating to property and infrastructure funds as well as assisting domestic funds with offshore structures. Acts in relation to both listed and unlisted funds and also assists investors with investments into funds. Clients include asset management firms and superannuation funds, such as Bain Capital Credit and Resolution Life Group.
A client comments: "They are a pleasure to deal with and the partners and lawyers we work with are personable, commercial and responsive."
Ashurst assisted Bain Capital Credit with the establishment of Bain Capital High Income Trust, an Australian feeder fund into the Bain Capital High Income Partnership.
Lisa Simmons advises fund managers on a range of matters such as fund restructures, establishment and mergers, and also advises investors on their investments into funds. A client comments: "She is an extremely knowledgeable subject matter expert able to devise commercial solutions in a highly regulated environment."
Con Tzerefos is an experienced practitioner with an extensive list of funds space clients. He is regularly instructed on such diverse matters as joint venture funds establishment and listed REIT restructures. A client identifies him as "extremely personable, hard-working and competent."