Clayton Utz

Investment Funds Department

Current View:

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What the team is known for Extensive expertise in domestic and cross-border investment funds. Comprehensive understanding of retail and wholesale funds, assisting major clients on fund-raisings, asset portfolio acquisitions and disposals, fund restructures and general fund governance advice. Also adept at advising on matters involving regulatory compliance and superannuation for clients, including large corporations and their associated funds as well as financial institutions. Particularly active in the real estate funds space, supported by a top-tier real estate practice. Clients include fund managers and high-profile institutional investors.

Work highlights Assisted Partners Group in the establishment of a AUD550 million listed investment trust.

Notable practitioners

Matthew Anderson
is adept at handling a range of matters relating to fund formation and joint venture fund arrangements for clients in the infrastructure and real estate sectors. He is recognised by a market commentator as "particularly experienced in property funds, with a wealth of commercial experience."

Matthew Daley
is "a world-recognised practitioner and a rising star" according to a market source. His expertise extends from acting on fund and trust establishment for prominent investment managers to fund-related regulatory work.