Chapman Tripp advises a range of players in the investment funds space, including domestic commercial banks, fund managers, workplace savings schemes, and corporate trustees. The firm’s offering ranges from regulatory assistance and risk assessments to investment scheme creation and restructuring support. Penny Sheerin, an expert on compliance matters, and Tim Williams, who is experienced on all matters concerning listed and unlisted investment products, jointly lead the practice. Mike Woodbury is noted within the team as a specialist on KiwiSaver, superannuation, and workplace saving schemes. Emma Dale brings further expertise in superannuation schemes.
Testimonials
Collated independently by Legal 500 research team.
‘Chapman Tripp are, in my view, unique in their genuine care about what's best for the industry and for New Zealanders.'
'Tim Williams always shows his willingness to listen and find practical solutions.’
Key clients
- FirstCape
- BNZISL
Work highlights
- Advised Betashares NZ on its New Zealand regulatory compliance associated with the launch of a new managed investment scheme.
- Advised BNZ Investment Services Limited, an asset manager owned by a major New Zealand bank, on the regulatory implications of a the FirstCape transaction.