Fund Marketing

Overview

We represent asset managers in the formation and marketing of unit trusts and mutual funds. We have experience in making applications for regulatory authorization and with funds listed on the Stock Exchange of Hong Kong.

Experience

  • Counsel to Fortune Global 100 financial institution in relation to the public launch of UCITS III equities and fixed income fund in Hong Kong

  • Counsel to a Fortune Global 100 financial institution in relation to the transition of €11 billion UCITS I equities fund to UCITS III

  • Counsel to a Fortune Global 100 financial institution in relation to the transition of €4 billion UCITS I fixed income fund to UCITS III

Awards

  • Co-counsel to a private investment firm in relation to its US$500 million acquisition of a global asset management operation

  • Co-counsel to a Fortune Global 200 financial institution in a US$80 million spin-off of its global private wealth management operations

  • Co-counsel to a private funds manager in relation to its acquisition of the private equity real estate firm with US$300 million of assets under management

  • Lead counsel to a US$1 billion hedge fund on its acquisition of a Hong Kong brokerage

  • Lead counsel to a Fortune Global 200 bank on its acquisition of a Hong Kong private client financial advisory business

Insights