Chapman Tripp's funds practice is recognised for its expertise in establishing managed investment, KiwiSaver and superannuation schemes. The team also has notable strength in fund restructurings, business sales, and regulatory compliance. The group has developed tax-effective portfolio investment entities, including cash and term PIE unit trusts and New Zealand’s first ETF. Penny Sheerin leads the national financial services team. Tim Williams brings 30 years of experience leading major investment fund transactions. Bradley Kidd advises a broad range of financial service providers. The team is further supported by Mike Woodbury who has recently moved into a consulting role in the Wellington office.

DLA Piper New Zealand's team of financial services lawyers leverages its wider international network to deliver seamless cross-border advice. Tom Barnes co-leads the team, bringing over 14 years’ experience in funds management, and regulatory compliance. Fellow co-lead Rachel Taylor continues to advise an enviable list of public companies, insurers, trustees, Crown entities, and corporates on fund structuring. The team is supported by Alasdair McBeth, an expert in fund regulation, strategic fund structuring, and fiduciary governance.

The team at MinterEllisonRuddWatts has experience across a wide range of sectors, with particular expertise in fintech and cryptocurrency. The firm provides comprehensive compliance support and transactional advice, including on the winding up and sale of investment schemes. Co-led by Lloyd Kavanagh, clients note that they 'really enjoy working with the Minters team' and that the group is 'responsive and easy to work with.' Fellow co-head Jeremy Muir is renowned for his distinct expertise in the financial services, fintech, and venture capital sectors. Claire Brabant draws on extensive in-house experience at boutique investment management firms and major financial institutions to support her clients.

 

Dentons' team houses renowned investment funds specialists who deliver expert advice to a diverse, high-profile client base across New Zealand and the Trans-Tasman region. The team advises on both retail and wholesale/private fund structures, and regularly supports global businesses on New Zealand investment funds and financial services regulation. Co-lead Catriona Grover brings over 20 years' of experience in transactional and regulatory mandates relevant to the financial services sector. Fellow co-lead David Ireland continues to guide clients through regulatory reforms and fund projects. Tom McLaughlin brings international funds experience gained in New York and the Cayman Islands.

Anthony Harper's financial services team is led by Nick Summerfield who provides over 20 years’ experience advising some of Australasia’s largest financial services businesses and receives strong referral workflows from leading international firms. The team is supported by Lucy Scott is a dispute resolution and regulatory specialist with recognised expertise in financial services matters.

Bell Gully's team covers all aspects of the investment funds space at a consistently high level and maintains strong relationships with key regulators. Practice head Toby Sharpe advises leading names in New Zealand’s financial services and investment funds industries on regulated corporate activities. Amon Nunns strengthens the team by leading on complex, high-profile investment funds matters for major clients. Katie Dow specialises in advising on managed funds products and financial services regulation.

Buddle Findlay frequently supports international law firms on local regulatory matters. The team covers managed funds, fund formation and structuring, regulatory compliance, insurance, payments, AML/CFT, financial advice, prudential regulation, and governance. Co-heads Scott Abel and Jan Etwell provide crucial support on regulatory compliance, managed investment schemes and prudential supervision. Hak Jun Lee also supports the team, with expertise spanning governance, financial markets conduct and credit contracts legislation.

Lane Neave's investment funds and financial services team provides comprehensive legal guidance across investment funds, property syndication, derivatives issuance, capital raising, and financial services. The team is led by Auckland partners Carlo Wan and Andrew Comer, with banking and finance support provided by Evelyn Jones. The team has niche expertise in helping fund managers and migrant investors navigate updated laws and regulations, an area in which immigration partner Mark Williams is a key asset.

PwC Legal New Zealand delivers effective solutions across corporate, commercial, tax, and business advisory needs, particularly for clients with complex or cross-border requirements. Claire Evans leads the national practice, while Tom Logan drives the corporate transactional team with over two decades of experience. Joelle Grace co-leads the South Island practice, advising on inbound investment and corporate governance. Matt Keenan complements the team with expertise in acquisitions, disposals, reorganisations, and equity capital markets.

Russell McVeagh advises local and international clients across the full range of investment products, including KiwiSaver, unit trusts, retail and employer-sponsored superannuation, group investment funds, and international schemes. Dan Jones brings extensive experience with investment fund issues, including exemptions from securities law, trustee licensing, and employee share schemes. David Weavers is involved in a number of significant transactions in the market. Sarah McQueen is a corporate lawyer with specialist knowledge in managed funds, superannuation and insurance law.