Russell McVeagh‘s funds management practice is frequently instructed by fund managers, trustees, financial advisers, custodians and employers on a host of regulatory and transactional mandates. The team possesses the capabilities to advise on the establishment, operation, restructure and wind up of funds and investment schemes, and to assist clients in the development and design of schemes. In the Auckland office, practice head Dan Jones is noted for his experience advising clients on a broad range of issues facing managed and sovereign funds. Special counsel Sarah McQueen is recommended for her specialist knowledge in managed funds, superannuation and insurance law.
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Key clients
- Fisher Funds
- New Zealand Private Debt Management
- New Zealand Government Funding Agency
Work highlights
- Assisted Fisher Funds on its high-profile, high-value purchase of Kiwi Wealth for NZ$310m.
- Advised New Zealand Private Debt Management (a subsidiary of Private Capital Group) in establishing one of New Zealand's first domestic private credit funds.
- Advised Fisher Funds on the transfer of members from the Aon KiwiSaver Scheme to the Fisher Funds Two KiwiSaver Scheme.
Lawyers
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Practice head
The lawyer(s) leading their teams.
Dan Jones