Department profile
Baker McKenzie

Investment Funds

Asia-Pacific Guide 2026 : Australia


Baker McKenzie

Rankings

About

Provided by Baker McKenzie

With one of the largest dedicated Investment Funds teams in Australia, our multidisciplinary team seamlessly provides transactional, regulatory and tax advice to our fund clients. We counsel a broad spectrum of clients, from some of the world's largest sponsors to first time asset managers and advise a wide range of institutional investors including prominent pension funds, family offices and corporates. In addition, our team has particular expertise assisting sovereign wealth funds on their alternative investment programmes.

With our wealth of experience, we offer a complete array of services to our clients, including:

• Fund formation

• Fund investments

• Secondary transactions

• Joint ventures

• Structured hybrid funds

• GP-led liquidity solutions

• Consortium arrangements

Chambers Review

Provided by Chambers

Investment Funds - Australia

Band 3

Band 3


What the Team is Known For
Baker McKenzie is in demand for its expertise in providing the full range of funds-related services to an impressive roster of domestic and international clients. The firm is especially noted for its acumen in structuring and establishing funds, including work on innovative funds, structured investments and offshore funds. The team assists high-profile investors with their investments into funds and is also active on matters relating to public funds, advising on transactional matters involving REITs and on the formation and management of ETFs.

Work Highlights

Provided by Chambers

  • Baker McKenzie advised Challenger on its AUD150 million investment into the Voleon Composition International Fund.

Strengths

Provided by Chambers

  • The Baker McKenzie team has strong technical knowledge and a very commercial and practical approach to advising on and executing investment transactions.

    Investment Funds respondentAsia-Pacific
  • Baker McKenzie excels with deep legal expertise and collaborative innovation. It conducts precise documentation reviews, ensuring compliance and efficiency.

    Investment Funds respondentAsia-Pacific
  • It's hard for an external party to understand your business, but this team does a brilliant job of it. They've always been able to handle our quirks, finding solutions to reach the desired outcome.

    Investment Funds respondentAsia-Pacific

Notable Practitioners

Provided by Chambers

  • Band 2Lewis Apostolou
    Band 2Lewis Apostolou

    Lewis Apostolou

    Lewis Apostolou counts major institutional investors, including pension funds and sovereign wealth funds, among his clientele, whom he often advises in relation to their commitments in private funds.
    • Lewis Apostolou is a great partner to work with. He's very experienced.

      Investment Funds respondentAsia-Pacific
    • Lewis is excellent and good to work with.

      Investment Funds respondentAsia-Pacific
  • Band 3Bill Fuggle
    Band 3Bill Fuggle

    Bill Fuggle

    Bill Fuggle focuses much of his practice on advising clients on the establishment and regulation of public funds, bringing deep experience in financial services regulation to the table.

    • Bill Fuggle gives succinct, sound and accurate legal advice.

      Investment Funds respondentAsia-Pacific
    • Bill is solution-focused, precise, responsive and practical from a business perspective.

      Investment Funds respondentAsia-Pacific

Ranked Individuals at Baker McKenzie (2)

Australia

Members

Provided by Baker McKenzie

Baker McKenzie has rankings in the following guides

What success is built on

Chambers is the leading data and intelligence partner for the legal sector.

Explore thought leadership