Clients single out Chapman Tripp for its ‘real specialism in the areas of managed funds and financial services’. The practice counts major domestic banks and issuers among its key client roster, which turn to the ’diverse’ team for its capabilities in a range of funds matters and FMCA regulatory issues. The practice is steered by Auckland-based partner Penny Sheerin, who advises on the full range of legislation affecting financial services providers, such as fund managers, brokers, financial advisers and insurers. A host of clients from the financial services, insurance and banking sectors turn to Tim Williams for his experience in commercial, M&A, restructuring and NZX listing matters. Consultant Mike Woodbury is noted for his focus on workplace savings, KiwiSaver and superannuation, while ‘vastly experienced, technically sound and very responsive’ associate Emma Dale is recommended for her expertise on funds and superannuation matters.
Testimonials
Collated independently by Legal 500 research team.
‘A good team that has real specialism in the areas of managed funds and financial services, as well as good industry presence and respect amongst its peers. It is also a diverse team.'
‘Penny Sheerin (partner) shows real enthusiasm for the area of law relevant to us, and has proven invaluable in fostering good client relationships. She is technically sound in legal analysis, and shows a real willingness for commerciality in addition to strict legal interpretation.'
Key clients
- Bank of New Zealand
- ANZ Bank New Zealand
Work highlights
- Advised Smartshares on the acquisition of the management rights in relation to the ASB Superannuation Master Trust from ASB Group Investments.
- Advised Kiwi Group Holdings on the sale of the Kiwi Wealth business (which includes acting as the licensed manager of a KiwiSaver scheme) to Fisher Funds for NZ$310m.