About

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.

Chambers Review

Provided by Chambers

Investment Funds - Australia

2
Band 2

What the Team is Known For

Ashurst offers the full range of services surrounding the entire life cycle of funds, including the establishment, management and acquisition of funds. The team often works on complex matters relating to property and infrastructure funds, as well as assisting domestic funds with offshore structures. The practice acts in relation to both listed and unlisted funds, and also assists investors with investments into funds. Its clients include asset management firms and superannuation funds.

Work Highlights

  • Ashurst supported Fidelity in applying for quotation of the interests in four of its Australian unregistered managed investment schemes.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Lisa Simmons
2
Lisa Simmons
2
Band 2
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.

Lisa Simmons has very strong technical legal skills and is also very commercial and sensible. She is very good at providing practical solutions and her knowledge of the industry is excellent.

Lisa is a trusted advisor whose deep expertise in funds management and financial services, combined with her timely, commercially aligned and technically sound advice, clearly distinguishes her.

Lisa is exceptional to work with and sees solutions to complex problems.

Scott Charaneka
2
Scott Charaneka
2
Band 2
Scott Charaneka regularly acts for some of the top pension funds in Australia on a range of fund investment matters.

He's really good as he can roll up his sleeves and mobilise to help us on short notice. He's risen to the challenge in difficult projects and provided excellent advice.

Scott is highly knowledgeable, commercial and always available for a call.

He provides superb advice and insights.

Con Tzerefos
3
Con Tzerefos
3
Band 3
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.

Con understands the funds industry and is the person to call when we have a funds issue. He is always amenable to taking our calls and simplifying complex problems.

Ranked Lawyers at
Ashurst

Provided by Chambers
Filter by
Band

Australia

Investment Funds

Lisa Simmons
2
Lisa Simmons
2
Band 2
Con Tzerefos
3
Con Tzerefos
3
Band 3
Superannuation

Scott Charaneka
2
Scott Charaneka
2
Band 2

Members

Provided by Ashurst