A September 2022 merger that saw The Fold Legal join Hamilton Locke has resulted in a team with ‘deep industry and subject matter expertise’ that is able to advise across a broad range of regulatory, corporate and commercial areas. Notable areas of expertise include the establishment of discretionary mutuals, crypto products and service offerings, and managed investment schemes. Charmian Holmes leads the practice from Brisbane and is embedded in the insurance regulation space, while Simon Carrodus has a focus on assisting wealth advisory businesses with navigating financial services law. In Sydney, Erik Setio, Jaime Lumsden and Michele Levine are some of the key contacts with Setio praised for his ‘deep expertise in financial services matters, including blockchain technology’. Brendan Ivers operates from the firm’s Melbourne office; he is singled out for his knowledge pertaining to the structuring of real estate funds. Jessica Smith and Glenjon Aligiannis are further names to note.
Testimonials
Collated independently by Legal 500 research team.
‘The team has deep industry and subject matter expertise and provide commercially valuable advice. They are responsive and provide fit-for-purpose advice. They have a large set of precedents which helps us get matters up and running quickly,’
‘Charmian Holmes is an expert in the regulatory landscape of the financial services industry and a broad range of financial products.'
Key clients
- Arthur J. Gallagher & Co
- Employment Hero Pty Ltd
Work highlights
- Developed a solution to commercial business challenges faced by Eric Insurance following the introduction of the deferred sale model laws.
- Advised MA Financial on various issues arising in the context of SIV-compliant funds.