Russell McVeagh advises on a suite of investment products, including Kiwisaver, unit trusts, and superannuation, as well as international schemes. In addition, the firm advises on the establishment and structuring of funds for its clients. Dan Jones, with experience in managed and sovereign funds, heads the practice. David Weavers specialises in alternative credit transactions, while Sarah McQueen advises on funds management, regulation, and insurance.
Testimonials
Collated independently by Legal 500 research team.
‘Dan Jones and Sarah McQueen are a great combination that balances the technical law with pragmatism.'
'The team has developed a name for itself through the financial services transactions that the team has been involved in.’
‘Sarah McQueen is an excellent funds management lawyer and I have a lot of respect for her technical abilities.'
- 'Dan Jones is very good at explaining complex concepts to clients and assists us to understand the legal risks and how they can be appropriately mitigated.’
- 'The team have great knowledge and are very responsive.'
- 'Dan Jones is very easy to work with and provides pragmatic advice.'
Key clients
- National Australia Bank Limited
- AMP Wealth Management New Zealand Limited
- New Zealand Private Debt Management Limited
- Fisher Funds
- Goodman Property Trust
Work highlights
- Advised New Zealand Private Debt Management Limited (a subsidiary of Private Capital Group) on establishing one of New Zealand's first domestic private credit funds.
- Advised NAB on the transaction under which NAB and Jarden Wealth agreed to combine their New Zealand wealth advice and asset management businesses into a newly formed entity called FirstCape.
- Advised Fisher Funds on the Pepper Mortgage Nevada Trust 2023, which was established in connection with Pepper New Zealand Limited's acquisition of various assets from The Hongkong and Shanghai Banking Corporation Limited.
Lawyers
Practice head
The lawyer(s) leading their teams.
Dan Jones