Our Team

Private Wealth and Family Office

• Advised a well-known established family in coordinating with PRC team to provide legal advice on complex legal matters related to their domestic wealth, including real estate transactions, corporate governance, employment law, compliance regulation for family’s philanthropic foundation, and the fiduciary responsibilities of senior management team
• Advised a new rich wealthy entrepreneur on pre-IPO asset preservation, listing requirements, and share investment prior to the initial public offering
• Advised a prominent Asian family on family succession and the establishment of family trusts, with the family’s business companies listed on the Hong Kong Stock Exchange and the Singapore Stock Exchange
• a leading international single-family office on trust and private wealth matters, including family and charitable trusts restructuring, risk management, asset protection and succession planning
• a private single-family office on setting up its family office structure, defining its functions and successfully applied for SFC Type 4 & Type 9 Licenses for its investment arm
• ultra-high-net-worth individuals and their families in connection with family trust, succession planning, will and probate, banking, investment, pre-nuptial, philanthropy and wealth advisory services
• a leading international bank trustee as trust relationship manager overseeing over 80 complicated offshore family trusts, education trusts and charitable foundations and involved in (i) a landmark case of family trust disputes of a prominent old rich family in Hong Kong amongst the trustee, family members and the matriarch in Hong Kong Court; (ii) a contentious divorce case involving Beddoe Application in the Cayman Court and a dis-joinder application in Hong Kong Court; and (iii) settlement of a claim in relation to mis-selling of private banker in respect of a trust-underlying company account based on alleged  fraudulent representation

Capital Markets

• Establishment of Metcold Opportunities Fund III, US$375 million equity investment by GIC into a cold storage logistics fund in Greater China, a sovereign wealth fund established by the Government of Singapore
• Establishment of Metcold Opportunities Fund I & II, US$150 million equity investment into cold storage logistics funds in Greater China by BlackRock and BentallGreenOak
• Establishment of a Joint Venture platform of US$350 million commitment of equity investment into a cold storage logistics platform in Greater China by Macquarie Asia Infrastructure Fund 3 (MAIF3)
• Establishment of two Joint Venture platforms in the aggregate amount of US$80 million equity investment into two cold storage logistics warehouses in first-tier cities in China with BentallGreenOak
• Haitong International, J.P. Morgan, Credit Suisse, Deutsche Bank, Citigroup and UBS, as joint global coordinators, and other underwriters on the US$1.68 billion global offering and IPO of H-shares of Haitong Securities Co. Ltd., the second largest securities firm in China by total assets, on the Main Board of the Hong Kong Stock Exchange. This transaction was awarded "Equity Deal of the Year 2012" by China Law & Practice
• Haitong International Securities, Qilu International, Nomura and UBS as the joint bookrunners, on the US$340 million rights issue of Haitong International Securities Group Limited (HKEx: 0665)
• Sihuan Pharmaceutical Holdings Group Ltd. (HKEx: 0460) on its US$143 million share placement. Morgan Stanley acted as the sole placing agent
• BNP and BoA Bank of America (formerly known as Bank of America Merrill Lynch), as the underwriters, on the US$316 million global offering and IPO of Haichang Holdings Ltd. (HKEx: 2255) on the Main Board of the Hong Kong Stock Exchange. This transaction marked the first global offering by a theme park operator in Hong Kong 
• Goldman Sachs, Citigroup and China Merchants Securities as the underwriters, of a reverse takeover/deemed new listing and the placing of new shares of China Merchants Land Limited (formerly known as Tonic Industries Holdings Limited) (HKEx: 0978)