Investment Funds
Asia-Pacific Guide 2025 : Australia
Band 3
About
Provided by Hall & Wilcox
HW Funds is Australia’s leading investment funds advisory team, with one of the largest specialist teams in the country. We partner clients at each stage of their journey from licensing and structuring, to finance, transactions, and tax, to litigation and exit strategies. Our multi-disciplinary expertise offers an integrated view of the broader marketplace, challenges, risks, opportunities and business implications. We establish retail and wholesale funds across a variety of asset classes, including property, agribusiness, securities, fintech, hedge funds, private debt, listed funds, venture capital and private equity, significant investor visa, renewables, and other alternative asset classes. We also establish less common wholesale managed investment vehicles, such as platforms (IDPS), hedge funds with overseas feeder structures, and capital guaranteed products. We advise responsible entities, trustees, and promoters of managed funds throughout Australia as well as investment managers, platform operators, brokers and distributors, custodians, administrators, advisers, and other stakeholders in the financial services sector. We are industry pioneers, registering the first AFS licence in Australia authorising a person to operate a corporate collective investment vehicle (CCIV) and the first managed investment scheme. We take an active role in key industry bodies such as the Property Funds Association, Property Council of Australia, and the Financial Services Council.
Chambers Review
Hall & Wilcox is experienced in advising investment fund managers, asset managers and trustees on the establishment and raising of both wholesale and retail funds. The practice boasts a strong offering in the property funds space, with expertise in acting for international and domestic clients on a range of matters, including fund acquisitions and restructures.
Work Highlights
- Hall & Wilcox assisted Gaia Natural Capital with the establishment of the Gaia Carbon Fund, which provides investors with exposure to an actively managed portfolio of Australian Carbon Credit Units.
Strengths
Provided by Chambers
"They provide high-quality advice and value, with a no-fuss approach and strong partner input."
"They are very contactable and very generous with the prioritisation of time if I need it.They have a really comprehensive team that offers a very broad range of services."
"They provide high-quality advice and value, with a no-fuss approach and strong partner input."
"They are very contactable and very generous with the prioritisation of time if I need it.They have a really comprehensive team that offers a very broad range of services."
Notable Practitioners
Harry New handles transactional and regulatory issues across the funds space, enjoying a particularly high reputation for his expertise concerning property funds.
Langton Clarke is recognised in the market for his substantial experience acting for fund managers on the establishment and management of wholesale and retail funds focused on a variety of asset classes.
"Langton has a considerable depth of knowledge and experience in our industry."
"He is knowledgeable and problem-solving. He gets results."
Sean McMahon is known for his expertise in advising funds in a variety of sectors, including property, equities and mortgages, both wholesale and retail.
Ranked Lawyers at
Hall & Wilcox
Australia
Members
Provided by Hall & Wilcox
Adrian Verdnik
Anne MacNamara
Eugene Chen
Head of Department
James Morvell
John Bassilios
John Hutchinson
Vanessa Murphy
Vince Battaglia
Industries
Provided by Hall & Wilcox
Banking
Financial services
Fintech
Superannuation