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Baker McKenzie
Department profile | Baker McKenzie
Investment Funds

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

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

  • 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 respondent
Asia-Pacific

Baker McKenzie excels with deep legal expertise and collaborative innovation. It conducts precise documentation reviews, ensuring compliance and efficiency.

Investment Funds respondent
Asia-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 respondent
Asia-Pacific

Notable Practitioners

Provided by Chambers

Lewis Apostolou
2
Lewis Apostolou
2
Band 2
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.

Lewis is excellent and good to work with.

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Bill Fuggle
3
Bill Fuggle
3
Band 3

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.

Bill is solution-focused, precise, responsive and practical from a business perspective.

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Ranked Lawyers at
Baker McKenzie

Provided by Chambers
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Band

Australia

Investment Funds
Lewis Apostolou
2
Lewis Apostolou
2
Band 2
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Bill Fuggle
3
Bill Fuggle
3
Band 3
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Members

Provided by Baker McKenzie