Leading the way in Asia and across the Pacific
Significant changes in the global funds landscape have seen a rise in activity and the importance in fund formation in Australia, both as a source of investable funds and as a destination for investment.
Our team has played an important role in assisting many leading fund managers and investors in executing strategic transactions, including:
- Canada Pension Plan Investment Board/DEXUS on their takeover of the Commonwealth Property Office Fund
- Westfield on the restructure of Westfield and Westfield Retail Trusts
- Hancock Victorian Plantations Australia on the acquisition of an additional 33.27% interest in Hancock Victorian Plantations Holdings Pty Ltd from four Australian investors
- GDI Property Group on their IPO and restructure, the largest real estate IPO of 2014.
Our clients benefited from seamless delivery of funds, mergers and acquisitions, capital markets and tax expertise.
King & Wood Mallesons unique understanding of international funds regimes means we are regularly called on to assist offshore institutions execute their plans in Asia and the Pacific. This includes advising on the marketing of their funds to local investors, establishing local operations and making local investments. Most recently, our team assisted Barclays Capital to establish and licence its funds platform and with the launch of its Australian retail funds.
We have also worked closely with a wide variety of clients in the wealth management sector. Most recently, this has involved assisting them to assess the implications of the Future of Financial Advice reforms, particularly with respect to product distribution. Our team has also advised on the most significant business transformation and product integration projects in the wealth management industry over the past decade for clients such as BT/Westpac/St George, NAB/MLC, JB Were and AMP.
Bringing innovative products to market
Our Australian funds team are known for their role in working with clients to bring innovative products and structures to market, having been at the forefront of the development of the funds industry since the 1980s.
A good example includes our role in working with State Street Global Advisors, and the regulators for over a decade, in the exchange-traded fund space – we assisted State Street legal counsel launch the first ETF ever established in Australia and crossing onto the AQUA platform, one of the world’s first and largest ETF.
To read more about our areas of practice, experience and recent developments, please see our funds brochure.
Download our financial regulatory brochure to discover how we can provide you with comprehensive solutions to assess risk and save you money, time, and resources.
"Their strengths include deep expertise in funds management, a willingness to invest time and resources into understanding our business, and a commercial approach."