Email address
[email protected]Contact number
+61 2 9258 6000About
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
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 advised Guild Group Holdings on the sale of its superannuation business to Future Super.
Strengths
Provided by Chambers
"The partners at Ashurst make themselves available, take the time to understand our business, and provide practical and commercial advice in a timely manner."
"The firm has a strong funds and corporate team that dovetails effortlessly to achieve exceptional results."
"The partners at Ashurst make themselves available, take the time to understand our business, and provide practical and commercial advice in a timely manner."
"The firm has a strong funds and corporate team that dovetails effortlessly to achieve exceptional results."
Notable Practitioners
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.
"I have really enjoyed working with Lisa. She knows her stuff, and is commercial and good to work with."
"Lisa is an amazing lawyer with a depth of experience and exceptional vision."
Scott Charaneka regularly acts for some of the top pension funds in Australia on a range of fund investment matters.
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 is commercial and practical. He always takes the time to understand our requirements and provide effective solutions in a time-efficient manner."
"He's always happy to have a chat and is understanding of commercial drivers."